Here are the steps involved in creating new records in Salesforce using CloudExtend Excel for Salesforce
Step 1: Load your template in the Excel sheet and enter the information. In the example below I want to add a new lead.
Step 2: Click on Update and then INSERT/UPDATE as shown below.
Step 3: The lead is now created in Salesforce (evidenced by the “Operation Successful for 2 records” message in the Add-in as well as the color green in the Id column.
Step 4: See the new lead below in Salesforce by copying the lead ID and pasting it into the URL.
