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CloudExtend Excel Data Management for Salesforce
CloudExtend Excel Data Management for Salesforce

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44 articles
CloudExtend Excel for Salesforce RoadmapXLSF | Learn about what we're considering building, what we're building now, and what was recently released. Add and upvote feature requests
Learn How To Get Support For CloudExtend Excel For SalesforceXLSF | Can't find what you are looking for? Learn how to get more support here

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
Getting Started: Get to know CloudExtend Excel for Salesforce (The Basics)XLSF | Follow these steps to configure CloudExtend Excel for Salesforce and get started
Getting Started: CloudExtend Excel for Salesforce | Consolidated Beginners GuideXLSF | This guide will help you understand the basic concepts of CloudExtend Excel for Salesforce
Admin: Manage CloudExtend Excel for Salesforce Group Edition licenses and Administrator usersXLSF | Manage Group Edition licenses via your Admin portal
Admin: Office 365 Admins can bulk install CloudExtend Excel for SalesforceXLSF | Learn how Admins can install CloudExtend Apps for multiple users at once
End-Users: Install CloudExtend Excel for SalesforceXLSF | Install instructions for CloudExtend Excel Data Management for Salesforce
End-Users: Recommended Cache & Cookie Settings For CloudExtend Excel For SalesforceXLSF | If your app has trouble loading you may need to tweak your browser settings
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
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
How-To: Subscribing to CloudExtend Excel for SalesforceXLSF | Make sure CloudExtend is there when you need it by subscribing today

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
How-To: Disable caching for picklist valuesXLSF | Learn how to turn off caching of picklist values and set it as a real-time lookup
How-To: Setting field values to null with CloudExtend Excel for SalesforceXLSF | Learn how to overwrite existing field values with null data using CloudExtend Excel for Salesforce
How-to: Track Changes in SalesforceXLSF | Different options to track changes within Salesforce
How-To: How to enforce data validationXLSF | Use Salesforce validation rules in combination with page layouts to ensure data integrity
How-To: Use your own SOQL statement with CloudExtend Excel for SalesforceXLSF | This article points highlights where a SOQL statement can be used with CloudExtend Excel for Salesforce
How-To: Learn how to use macros to recreate Excel formulasXLSF | Learn how to recreate formulas lost during refresh or download operations
How-To: Stream Salesforce reports directly into ExcelXLSF | Learn how to bypass the CSV export process and stream reports directly into Excel without ever launching Salesforce
How-To: Side Load CloudExtend Excel for SalesforceXLSF | How to side load CloudExtend Excel Add-in
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
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
FAQ: What reports are NOT supported by CloudExtend Excel for Salesforce?XLSF | Why can't I see all my reports?