Prerequisites to using CloudExtend Excel for Salesforce

💡 If you don't have permission to install Add-Ins from the Microsoft Office store share this article with your Office 365 Administrator.


Installation

Watch this video or follow the steps below

Step 1:  Open Excel 2016 on your Mac/PC or Excel online at Office.com.

Step 2:  Press Insert > My Add-ins and search for CloudExtend in the Store.
💡 Some versions of Excel have an icon labeled Get Add-ins.

Step 3:  Select the Add-in and click Add to start CloudExtend.

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