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Business Use Cases
Here is a collection of various record types that you can use with ExtendInsights. Watch and learn how to use the application
4 articles
Managing Salesforce Price Books with CloudExtend Excel for SalesforceXLSF | Learn how to manage your Salesforce Price Books in Excel. Add new products and associate them with Price Books in seconds
Managing Salesforce Campaigns with ExcelXLSF | Quickly add or remove leads and contacts to Salesforce Campaigns
Updating multiple related objects with CloudExtend Excel for SalesforceXLSF | Create/update multiple related objects such as Accounts and Contacts or Products and Price Books at the same now. Learn how here
Using the Data Filter in CloudExtend Excel for SalesforceXLSF | Data filters act like Salesforce report criteria and are available in Excel