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🔍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 2 months ago

You can find all your important CloudExtend Salesforce 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

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🎓 CloudExtend for Data Management Salesforce Course and Knowledge Check

Miscellaneous

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End-Users: Install CloudExtend Excel for Salesforce

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