ExtendInsights-Salesforce

🔍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

Updated this week

You can find all your important CloudExtend Salesforce resources in this one article!

Installation/Setup Guides (Admins)

📌 Microsoft 365 Admin installation for end-users

📌 Allocating licenses via the Admin Portal

📌 Subscribing to CloudExtend

📌 Recommended Settings

End-User Setup Guides

📍 Beginner's Guide

📍 Install CloudExtend from Office Store

📍 Sharing Templates

Business Use Cases

📕 Managing Salesforce Price Books with CloudExtend Excel for Salesforce

📕 Managing Salesforce Campaigns with Excel

📕 Updating multiple related objects with CloudExtend Excel for Salesforce

📕 Using the Data Filter in CloudExtend Excel for Salesforce

Course via Celigo University

Sign up and start learning

🎓 CloudExtend Training Made Easy – Dive In at Your Own Pace

Miscellaneous

✅ Submit and vote for features here

✅ Whitelist Celigo.com Domain

Learn How To Get Support

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

Related Articles

Getting Started: CloudExtend Excel for Salesforce | Consolidated Beginners Guide

Getting Started: Get to know CloudExtend Excel for Salesforce (The Basics)

Retrieve Data: How to retrieve data from Salesforce using CloudExtend Excel

Manage Data: How to update 1 row, multiple rows, or all rows using CloudExtend Excel for Salesforce

Admin: Manage CloudExtend Excel for Salesforce Group Edition licenses and Administrator users