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How-To's

Learn how to use ExtendInsights Salesforce

14 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
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