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Getting Started
11 articles
🔍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