This section covers the basic concepts of CloudExtend Excel for Salesforce. We encourage you to watch the video to see the concepts in action.
Step 1: You are here (review the video above)
Step 2: Install and login
Step 3: What are templates, how to build them + tips
Step 4: How to retrieve data from Salesforce
Step 5: How to create new Salesforce records from Excel
Step 6: How to delete Salesforce records from Excel