This section covers the basic concepts of CloudExtend Excel for Salesforce. We encourage you to watch the video to see the concepts in action.

Get Started:

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 update 1 row, multiple rows, or all rows from Excel
Step 7: How to delete Salesforce records from Excel

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