CloudExtend

XLSF | Learn about what we're considering building, what we're building now, and what was recently released. Add and upvote feature requests

CloudExtend Excel for Salesforce Roadmap

XLSF | Can't find what you are looking for? Learn how to get more support here

Learn How To Get Support For CloudExtend Excel For Salesforce

Chris Corcoran

Jomari Buhain

Justine Burdo

The easiest way to find anything related to CloudExtend Excel for Salesforce is to search for it here.

CloudExtend Excel Data Management for Salesforce

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

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

XLSF | Follow these steps to configure CloudExtend Excel for Salesforce and get started

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

XLSF | This guide will help you understand the basic concepts of  CloudExtend Excel for Salesforce

Getting Started: CloudExtend Excel for Salesforce | Consolidated Beginners Guide

XLSF | Manage Group Edition licenses via your Admin portal

Admin: Manage CloudExtend Excel for Salesforce Group Edition licenses and Administrator users

XLSF | Learn how Admins can install CloudExtend Apps for multiple users at once

Admin: Office 365 Admins can bulk install CloudExtend Excel for Salesforce

XLSF | Install instructions for CloudExtend Excel Data Management for Salesforce

End-Users: Install CloudExtend Excel for Salesforce

XLSF | If your app has trouble loading you may need to tweak your browser settings

End-Users: Recommended Cache & Cookie Settings For CloudExtend Excel For Salesforce

XLSF | Logging into Sandbox Account in CloudExtend Excel for Salesforce

How-To: How can I login to a Sandbox Account in CloudExtend Excel for Salesforce?

XLSF | View payment method information, billing information, payment history, and subscription details for CloudExtend Excel for Salesforce

How-To: How can I view my CloudExtend Excel for Salesforce subscription details?

XLSF | Make sure CloudExtend is there when you need it by subscribing today

How-To: Subscribing to CloudExtend Excel for Salesforce

Elise Gonzales

Getting Started

XLSF | What are CloudExtend Excel for Salesforce templates, how do you build them + helpful template building tips

Working with Templates: What are CloudExtend Excel for Salesforce templates and how do you build them?

XLSF | Learn how to delete CloudExtend Excel for Salesforce templates

Working with Templates: Deleting CloudExtend Excel for Salesforce templates

XLSF | You can retrieve data from Salesforce three ways: Download, Refresh, and Reports

Retrieve Data: How to retrieve data from Salesforce using CloudExtend Excel

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

Manage Data: Creating new Salesforce records from Excel

Manage Data: How to update 1 row, multiple rows, or all rows using CloudExtend Excel for Salesforce

XLSF | How to delete Salesforce records in Excel with CloudExtend Excel for Salesforce

Manage Data: Deleting Salesforce records from Excel

Learn More about CloudExtend Excel Salesforce

XLSF | You've built a great template, learn how to share it with others

How-To: How do I share a CloudExtend Excel for Salesforce template with others?

XLSF  | Learn how to turn off caching of picklist values and set it as a real-time lookup

How-To: Disable caching for picklist values

XLSF | Learn how to overwrite existing field values with null data using CloudExtend Excel for Salesforce

How-To: Setting field values to null with CloudExtend Excel for Salesforce

XLSF | Different options to track changes within Salesforce

How-to: Track Changes in Salesforce

XLSF  | Use Salesforce validation rules in combination with page layouts to ensure data integrity

How-To: How to enforce data validation

XLSF | This article points highlights where a SOQL statement can be used with CloudExtend Excel for Salesforce

How-To: Use your own SOQL statement with CloudExtend Excel for Salesforce

XLSF | Learn how to recreate formulas lost during refresh or download operations

How-To: Learn how to use macros to recreate Excel formulas

XLSF | Learn how to bypass the CSV export process and stream reports directly into Excel without ever launching Salesforce

How-To: Stream Salesforce reports directly into Excel

XLSF | How to side load CloudExtend Excel Add-in

How-To: Side Load CloudExtend Excel for Salesforce

XLSF | Reports that you bring into CloudExtend Excel for Salesforce are read only

FAQ: Can I edit my Salesforce reports in Excel and send them back to Salesforce?

XLSF | When building a template in CloudExtend Excel for Salesforce all of the fields are not in the drop-down

FAQ: Why do I not see all my fields when building a template in CloudExtend Excel for Salesforce?

FAQ: What reports are NOT supported by CloudExtend Excel for Salesforce?

XLSF | CloudExtend Excel for Salesforce icon has gone missing

Troubleshooting: CloudExtend icon is missing on Data tab

XLSF |  CloudExtend Excel can leverage a SOQL statement to filter on record types

Troubleshooting: CloudExtend Excel for Salesforce does not allow me to filter based on the record type

XLSF | Your Mac keyboard may need to be tweaked if you are writing SOQL statements with single quotes

Troubleshooting: Resolving "no viable alternative at character" " when writing SOQL statements on Mac

XLSF |  Something seems to be wrong. Please retry the operation again

Why am I receiving the following error: Something seems to be wrong. Please retry the operation again?

Troubleshooting

XLSF | Useful CloudExtend Excel for Salesforce Videos

CloudExtend Excel for Salesforce Videos

Video Tutorials

XLSF | Learn how to manage your Salesforce Price Books in Excel. Add new products and associate them with Price Books in seconds

Managing Salesforce Price Books with CloudExtend Excel for Salesforce

XLSF | Quickly add or remove leads and contacts to Salesforce Campaigns

Managing Salesforce Campaigns with Excel

XLSF | Create/update multiple related objects such as Accounts and Contacts or Products and Price Books at the same now. Learn how here

Updating multiple related objects with CloudExtend Excel for Salesforce

XLSF | Data filters act like Salesforce report criteria and are available in Excel

Using the Data Filter in CloudExtend Excel for Salesforce

Business Use Cases

Don't miss out any feature release. Check out this page to keep you updated on what's new and all things we are cooking for you!