CloudExtend

XLSF | What are CloudExtend Excel for Salesforce templates, how do you build them + helpful template building tips

Working with Templates: What are CloudExtend Excel for Salesforce templates and how do you build them?

XLSF | Learn how to delete CloudExtend Excel for Salesforce templates

Working with Templates: Deleting CloudExtend Excel for Salesforce templates

XLSF | You can retrieve data from Salesforce three ways: Download, Refresh, and Reports

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

XLSF | Learn how to refresh picklist values

Working with Templates: Refreshing picklist values in CloudExtend Excel Data Management for Salesforce

XLSF | How to create new Salesforce records in Excel with CloudExtend Excel for Salesforce

Manage Data: Creating new Salesforce records from Excel

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

XLSF | How to delete Salesforce records in Excel with CloudExtend Excel for Salesforce

Manage Data: Deleting Salesforce records from Excel

XLSF | You've built a great template, learn how to share it with others

How-To: How do I share a CloudExtend Excel for Salesforce template with others?

XLSF  | Learn how to turn off caching of picklist values and set it as a real-time lookup

How-To: Disable caching for picklist values

XLSF | Learn how to overwrite existing field values with null data using CloudExtend Excel for Salesforce

How-To: Setting field values to null with CloudExtend Excel for Salesforce

XLSF | Different options to track changes within Salesforce

How-to: Track Changes in Salesforce

XLSF  | Use Salesforce validation rules in combination with page layouts to ensure data integrity

How-To: How to enforce data validation

XLSF | This article points highlights where a SOQL statement can be used with CloudExtend Excel for Salesforce

How-To: Use your own SOQL statement with CloudExtend Excel for Salesforce

XLSF | Learn how to recreate formulas lost during refresh or download operations

How-To: Learn how to use macros to recreate Excel formulas

Learn how to use ExtendInsights Salesforce

How-To's

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.