Skip to main content
Manage Data: Creating new Salesforce records from Excel

XLSF | How to create new Salesforce records in Excel with CloudExtend Excel for Salesforce

Updated over a week ago

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.

Did this answer your question?