13 articles
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