ExtendInsights for Salesforce is the current, actively supported, and continuously developed version of the application.
The legacy Salesforce version is being sunset and is no longer actively maintained.
This article compares the two versions to help you understand which features are available today and what functionality has changed.
📊 Feature Comparison
Feature | Legacy Version | Current Version |
Download records using data filters | ✔️ | ✔️ |
Download report raw | ✔️ | ❌ (Deprecated) |
Download using AI Query + SOQL to templates | ❌ | ✔️ |
Reload/refresh records | ✔️ | ✔️ |
Delete records | ✔️ | ✔️ |
Real-time (synchronous) upload | ✔️ | ✔️ |
Create templates | ✔️ | ✔️ |
Edit templates | ✔️ | ✔️ |
Automate data refreshes and schedules | ❌ | ✔️ |
Theme support (Light / Dark / System) | ❌ | ❌ |
Log in with Google/ Microsoft | ❌ | ✔️ |
Picklists (cell operations) | ✔️ | ✔️ |
Filters travel with the workbook | ❌ | ✔️ |
Support for multi-select fields | ✔️ | ✔️ |
Access unlimited Salesforce accounts | ❌ | ✔️ |
Improved template builder (multi-select fields, drag & scroll) | ❌ | ✔️ |
Import data from multiple systems | ❌ | ✔️ |
Additional Data Sources (Current Version Only)
The current version of ExtendInsights for Salesforce also supports importing data from additional platforms, including:
NetSuite (CRM)
Google Analytics (Insights)
Chargebee (Subscriptions)
Stripe (Payments)
HubSpot (Marketing)
Summary
The current version of ExtendInsights for Salesforce offers:
AI-powered SOQL querying
Automation and scheduling
Modern authentication and UI enhancements
Broader data source support
Customers using the legacy version are encouraged to transition to the current version to take advantage of these enhancements and ongoing support.
Need Help?
If you have questions about feature availability or differences:
💬 In-app chat: bottom-right of the app
🔍 Help Center: https://www.cloudextend.io/support/
✉️ Customer Success: cloudextend-success@celigo.com