CloudExtend Excel Data Management for Salesforce

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

50 articles in this collection
Written by Chris Corcoran, Kevin Ha, and Justine Burdo

CloudExtend Excel for Salesforce Roadmap

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

Request a feature

Learn how to request a new feature

Written by Justine Burdo
Updated over a week ago

Learn How To Get Support For CloudExtend Excel For Salesforce

Can't find what your are looking for? Learn how to get more support here.

Written by Chris Corcoran
Updated over a week ago

Getting Started

1. Get to know CloudExtend Excel for Salesforce (The Basics)

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

Written by Justine Burdo
Updated over a week ago

2. Install CloudExtend Excel for Salesforce from Office Store

Install instructions for CloudExtend Salesforce for NetSuite

Written by Justine Burdo
Updated over a week ago

3. What are CloudExtend Excel for Salesforce templates and how do you build them?

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

4. How to retrieve data from Salesforce using CloudExtend Excel

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

Written by Justine Burdo
Updated over a week ago

5. Creating new Salesforce records from Excel

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

Written by Justine Burdo
Updated over a week ago

6. Deleting Salesforce records from Excel

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

Written by Justine Burdo
Updated over a week ago

CloudExtend Excel for Salesforce: Consolidated Beginners Guide

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

Written by Justine Burdo
Updated over a week ago

Manage CloudExtend Excel for Salesforce Group Edition licenses and Administrator users

CESF | Manage Group Edition licenses via your Admin portal

Written by Chris Corcoran
Updated over a week ago

FAQ

Disable caching for picklist values

CESF | 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

Setting field values to null with CloudExtend Excel for Salesforce

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

Written by Chris Corcoran
Updated over a week ago

Subscribing to CloudExtend Excel for Salesforce

Make sure CloudExtend is there when you need it by subscribing today. Learn how here.

Written by Chris Corcoran
Updated over a week ago

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

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

Written by Justine Burdo
Updated over a week ago

How to enforce data validation

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

Written by Chris Corcoran
Updated over a week ago

Use your own SOQL statement with CloudExtend Excel for Salesforce

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 update 1 row, multiple rows or all rows using CloudExtend Excel for Salesforce

Various ways to update rows.

Written by Justine Burdo
Updated over a week ago

Learn how to use macros to recreate Excel formulas

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

Written by Chris Corcoran
Updated over a week ago

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

Logging into Sandbox Account in CloudExtend Excel for Salesforce.

Written by Justine Burdo
Updated over a week ago

Office 365 Admins can bulk install CoudExtend Excel for Salesforce

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

Written by Chris Corcoran
Updated over a week ago

Stream Salesforce reports directly into Excel

CESF | 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

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

CloudExtend Excel can leverage a SOQL statement to filter on record types. Learn how here.

Written by Kevin Ha
Updated over a week ago

Deleting CloudExtend Excel for Salesforce templates

CESF LEarn how to delete CloudExtend Excel for Salesforce templates.

Written by Justine Burdo
Updated over a week ago

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

Written by Justine Burdo
Updated over a week ago

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

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

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

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

What reports are NOT supported by CloudExtend Excel for Salesforce?

Why can't I see all my reports?

Written by Justine Burdo
Updated over a week ago

CloudExtend Excel For Salesforce: Security FAQ

Commonly asked questions around CloudExtend Excel for Salesforce and Security

Written by Justine Burdo
Updated over a week ago

Side Load CloudExtend Excel for Salesforce

How to side load CloudExtend Excel Add-in

Written by Chris Corcoran
Updated over a week ago

Troubleshooting

CloudExtend icon is missing on data tab

CESF | CloudExtend Excel for Salesforce icon has gone missing

Written by Chris Corcoran
Updated over a week ago

Recommended Cache & Cookie Settings For CloudExtend Excel For Salesforce

If your app has trouble loading you may need to tweak your browser settings. Learn how here.

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?

Error: Something seems to be wrong. Please retry the operation again.

Written by Justine Burdo
Updated over a week ago

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

Your Mac keyboard may need to be tweaked if you are writing SOQL statements with single quotes. Learn how here.

Written by Chris Corcoran
Updated over a week ago

Video Tutorials

CloudExtend Excel for Salesforce Videos

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

Learn how to create, edit, and 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

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

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

Data filters act like Salesforce report criteria and are available in Excel. Learn more here.

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