CloudExtend Excel Data Management for Salesforce

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Chris Corcoran avatar Justine Burdo avatar Jomari Buhain avatar +1
50 articles in this collection
Written by Chris Corcoran, Justine Burdo, Jomari Buhain and 1 other
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
Elise Gonzales avatar
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
Justine Burdo avatar
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
Justine Burdo avatar
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
Chris Corcoran avatar
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
Chris Corcoran avatar
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
Justine Burdo avatar
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
Chris Corcoran avatar
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
Justine Burdo avatar
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
Justine Burdo avatar
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
Chris Corcoran avatar
Written by Chris Corcoran
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
Justine Burdo avatar
Written by Justine Burdo
Updated this week

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
Chris Corcoran avatar
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
Chris Corcoran avatar
Written by Chris Corcoran
Updated over a week ago

How-to: Track Changes in Salesforce

XLSF | Different options to track changes within Salesforce
Elise Gonzales avatar
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
Chris Corcoran avatar
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
Chris Corcoran avatar
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
Chris Corcoran avatar
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
Chris Corcoran avatar
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
Chris Corcoran avatar
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
Justine Burdo avatar
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
Justine Burdo avatar
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?
Justine Burdo avatar
Written by Justine Burdo
Updated over a week ago