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

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

📣 Release Notes for CloudExtend Excel Data Management for Salesforce 2020

Don'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!

Written by Elise Gonzales
Updated over a week ago

📣 Release Notes for CloudExtend Excel Data Management for Salesforce 2019

Don'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!

Written by Elise Gonzales
Updated over a week ago

📣 Release Notes for CloudExtend Excel Data Management for Salesforce 2018

Don'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!

Written by Elise Gonzales
Updated over a week ago

📣 Release Notes for CloudExtend Excel Data Management for Salesforce 2017

Don'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!

Written by Elise Gonzales
Updated over a week ago

Release notes (8 May 2017)

Written by Chris Corcoran
Updated over a week ago