Excel Data Management for Salesforce
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47 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
🔍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: Microsoft 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
Admin: CloudExtend Excel Data Management for Salesforce can be installed by your Microsoft 365 AdminXLSF | Learn how Admins can install CloudExtend Apps for multiple users at once
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
Working with Templates: Deleting CloudExtend Excel for Salesforce templatesXLSF | Learn how to delete CloudExtend Excel for Salesforce templates
Working with Templates: Refreshing picklist values in CloudExtend Excel Data Management for SalesforceXLSF | Learn how to refresh picklist values
Retrieve Data: How to retrieve data from Salesforce using CloudExtend ExcelXLSF | You can retrieve data from Salesforce three ways: Download, Refresh, and Reports
Manage Data: Creating new Salesforce records from ExcelXLSF | How to create new Salesforce records in Excel with CloudExtend Excel for Salesforce
Manage Data: How to update 1 row, multiple rows, or all rows using CloudExtend Excel for SalesforceXLSF | Various ways to update rows
Manage Data: Deleting Salesforce records from ExcelXLSF | How to delete Salesforce records in Excel with CloudExtend Excel for Salesforce
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?
FAQ: SSO with CloudExtend Excel for SalesforceXLSF | Learn how to connect to Cloudextend using Single Sign On
Troubleshooting: CloudExtend icon is missing on Data tabXLSF | CloudExtend Excel for Salesforce icon has gone missing
Troubleshooting: CloudExtend Excel for Salesforce does not allow me to filter based on the record typeXLSF | CloudExtend Excel can leverage a SOQL statement to filter on record types
Troubleshooting: Resolving "no viable alternative at character" " when writing SOQL statements on MacXLSF | Your Mac keyboard may need to be tweaked if you are writing SOQL statements with single quotes
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
Managing Salesforce Price Books with CloudExtend Excel for SalesforceXLSF | Learn how to manage your Salesforce Price Books in Excel. Add new products and associate them with Price Books in seconds
Managing Salesforce Campaigns with ExcelXLSF | Quickly add or remove leads and contacts to Salesforce Campaigns
Updating multiple related objects with CloudExtend Excel for SalesforceXLSF | Create/update multiple related objects such as Accounts and Contacts or Products and Price Books at the same now. Learn how here
Using the Data Filter in CloudExtend Excel for SalesforceXLSF | Data filters act like Salesforce report criteria and are available in Excel
đź“Ł Release Notes for CloudExtend Excel Data Management for Salesforce 2020Don'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!
đź“Ł Release Notes for CloudExtend Excel Data Management for Salesforce 2019Don'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!
đź“Ł Release Notes for CloudExtend Excel Data Management for Salesforce 2018Don'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!
đź“Ł Release Notes for CloudExtend Excel Data Management for Salesforce 2017Don'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!
Release notes (8 May 2017)