CloudExtend Excel Data Management for Salesforce

CloudExtend Excel for Salesforce Roadmap

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

Written by Chris Corcoran
Updated over a week ago

Learn How To Get Support For CloudExtend Excel For Salesforce

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

Written by Chris Corcoran
Updated over a week ago

Getting Started

🔍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

Written by Elise Gonzales
Updated over a week ago

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

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

Written by Justine Burdo
Updated over a week ago

Getting Started: CloudExtend Excel for Salesforce | Consolidated Beginners Guide

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

Written by Justine Burdo
Updated over a week ago

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

XLSF | Manage Group Edition licenses via your Admin portal

Written by Chris Corcoran
Updated over a week ago

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

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

Written by Chris Corcoran
Updated over a week ago

End-Users: Install CloudExtend Excel for Salesforce from Office Store

XLSF | Install instructions for CloudExtend Excel Data Management for Salesforce

Written by Justine Burdo
Updated over a week ago

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

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

Written by Chris Corcoran
Updated over a week ago

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

XLSF | Logging into Sandbox Account in CloudExtend Excel for Salesforce

Written by Justine Burdo
Updated over a week ago

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

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

Written by Justine Burdo
Updated over a week ago

How-To: Subscribing to CloudExtend Excel for Salesforce

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

Written by Chris Corcoran
Updated over a week ago

Learn More about CloudExtend Excel Salesforce

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

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

Written by Justine Burdo
Updated over a week ago

Working with Templates: Deleting CloudExtend Excel for Salesforce templates

XLSF | Learn how to delete CloudExtend Excel for Salesforce templates

Written by Justine Burdo
Updated over a week ago

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

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

Written by Justine Burdo
Updated over a week ago

Manage Data: Creating new Salesforce records from Excel

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

Written by Justine Burdo
Updated over a week ago

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

XLSF | Various ways to update rows

Written by Justine Burdo
Updated over a week ago

Manage Data: Deleting Salesforce records from Excel

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

Written by Justine Burdo
Updated over a week ago

FAQ

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

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

Written by Justine Burdo
Updated over a week ago

How-To: Disable caching for picklist values

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

Written by Chris Corcoran
Updated over a week ago

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

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

Written by Chris Corcoran
Updated over a week ago

How-to: Track Changes in Salesforce

XLSF | Different options to track changes within Salesforce

Written by Elise Gonzales
Updated over a week ago

How-To: How to enforce data validation

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

Written by Chris Corcoran
Updated over a week ago

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

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

Written by Chris Corcoran
Updated over a week ago

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

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

Written by Chris Corcoran
Updated over a week ago

How-To: Stream Salesforce reports directly into Excel

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

Written by Chris Corcoran
Updated over a week ago

How-To: Side Load CloudExtend Excel for Salesforce

XLSF | How to side load CloudExtend Excel Add-in

Written by Chris Corcoran
Updated over a week ago

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

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

Written by Justine Burdo
Updated over a week ago

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

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

Written by Justine Burdo
Updated over a week ago

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

XLSF | Why can't I see all my reports?

Written by Justine Burdo
Updated over a week ago

Troubleshooting

Troubleshooting: CloudExtend icon is missing on Data tab

XLSF | CloudExtend Excel for Salesforce icon has gone missing

Written by Chris Corcoran
Updated over a week ago

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

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

Written by Jomari Buhain
Updated over a week ago

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

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

Written by Chris Corcoran
Updated over a week ago

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

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

Written by Justine Burdo
Updated over a week ago

Video Tutorials

CloudExtend Excel for Salesforce Videos

XLSF | Useful CloudExtend Excel for Salesforce Videos

Written by Chris Corcoran
Updated over a week ago

Business Use Cases

Managing Salesforce Price Books with CloudExtend Excel for Salesforce

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

Written by Chris Corcoran
Updated over a week ago

Managing Salesforce Campaigns with Excel

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

Written by Chris Corcoran
Updated over a week ago

Updating multiple related objects with CloudExtend Excel for Salesforce

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

Written by Chris Corcoran
Updated over a week ago

Using the Data Filter in CloudExtend Excel for Salesforce

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

Written by Chris Corcoran
Updated over a week ago

Release Notes

CloudExtend Excel for Salesforce Release Notes : March 3, 2020

CESF | Release Notes March 3, 2020

Written by Chris Corcoran
Updated over a week ago

CloudExtend Excel for Salesforce Release Notes : 25 Apr 2019

CESF| Apr 2019 Release Notes

Written by Chris Corcoran
Updated over a week ago

CloudExtend Excel for Salesforce Release Notes : May 27, 2020

CESF | Release Notes May 27, 2020

Written by Chris Corcoran
Updated over a week ago

CloudExtend Excel for Salesforce : Release Notes 3 Apr 2019

CESF| Apr 2019 Release Notes

Written by Chris Corcoran
Updated over a week ago

CloudExtend Excel for Salesforce Release Notes : 14 Feb 2019

CESF | Release notes for 14 Feb 2019 release

Written by Chris Corcoran
Updated over a week ago

CloudExtend Excel for Salesforce: Release Notes 31 Jan 2019

CESF | Release Notes for the January 10, 2019 Update

Written by Chris Corcoran
Updated over a week ago

CloudExtend Excel for Salesforce : Release Notes 10 Jan 2019

Written by Chris Corcoran
Updated over a week ago

CloudExtend Excel for Salesforce : Release Notes 8 Nov 2018

Written by Chris Corcoran
Updated over a week ago

CloudExtend Excel For Salesforce Personal Edition : 6 Jun 2018 Release Notes

Written by Chris Corcoran
Updated over a week ago

Release notes (16 Jan 2018)

Release notes for the January 16, 2018 build

Written by Chris Corcoran
Updated over a week ago

Release notes (8 May 2017)

Written by Chris Corcoran
Updated over a week ago