We've compiled a list of all our video tutorials for CloudExtend Excel for Salesforce. See them all in one place on our Youtube Channel or select them from the list below.
Installation (:46) How to install from the Microsoft Office store
Converting to a paid subscription (:30) Our favorite video
Getting Started (7:06) Recommended for new users, covers the entire App
Upserts in 3 easy steps (1:22) Amazing, download, modify, and update your Salesforce data directly in Excel
Managing Opportunities (1:49) Manage close dates, stages, and more in bulk via Excel.
Price Book Management (4:47) Create, update, and manage price books in Excel
Getting Salesforce Reports into Excel (1:29) See your reports in Excel
2 Minute Overview (2:05) Share this overview with colleagues that ask about our App
What's a template? (2:37) Learn how to map data between Excel and Salesforce
Sharing templates with other users (1:37)
Updating multiple objects (2:02) Update multiple related objects such as Account and Contacts simultaneously
Managing Salesforce Campaigns (3:25) Learn how to add (and remove) leads and contacts to campaigns
Managing Orphaned Contacts (1:15) Learn how to identify Contacts with no Accounts and quickly associate them in bulk to the proper Account
Setting field values to null (:46) Learn how to use :empty: keyword to see field values to null