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Excel Data Management for Salesforce
Getting Started
🔍Find all your important CloudExtend Excel Data Management for Salesforce Resources in 1 place here!
🔍Find all your important CloudExtend Excel Data Management for Salesforce Resources in 1 place here!

XLSF l Guides and resources to ensure you are setup for success

Updated over a week ago

You can find all your important CloudExtend resources in this one article!

Installation/Setup Guides (Admins)

📌 O365 Admin installation for end-users

📌 Allocating licenses via the Admin Portal

📌 Subscribing to CloudExtend

📌 Recommended Settings

End-User Setup Guides

📍 Beginner's Guide

📍 Install CloudExtend from Office Store

📍 Sharing Templates

Business Use Cases

📕 Managing Salesforce Price Books with CloudExtend Excel for Salesforce

📕 Managing Salesforce Campaigns with Excel

📕 Updating multiple related objects with CloudExtend Excel for Salesforce

📕 Using the Data Filter in CloudExtend Excel for Salesforce

Related Articles
Getting Started: Get to know CloudExtend Excel for Salesforce (The Basics)
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