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Learn how to use ExtendInsights Salesforce
7 articles
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
Working with Templates: Deleting CloudExtend Excel for Salesforce templatesXLSF | Learn how to delete CloudExtend Excel for Salesforce templates
Retrieve Data: How to retrieve data from Salesforce using CloudExtend ExcelXLSF | You can retrieve data from Salesforce three ways: Download, Refresh, and Reports
Working with Templates: Refreshing picklist values in CloudExtend Excel Data Management for SalesforceXLSF | Learn how to refresh picklist values
Manage Data: Creating new Salesforce records from ExcelXLSF | How to create new Salesforce records in Excel with CloudExtend Excel for Salesforce
Manage Data: How to update 1 row, multiple rows, or all rows using CloudExtend Excel for SalesforceXLSF | Various ways to update rows
Manage Data: Deleting Salesforce records from ExcelXLSF | How to delete Salesforce records in Excel with CloudExtend Excel for Salesforce