FAQs
Frequently asked questions for ExtendInsights for Data Management Salesforce
14 articles
CloudExtend Excel for Salesforce RoadmapXLSF | Learn about what we're considering building, what we're building now, and what was recently released. Add and upvote feature requests
How-To: How can I login to a Sandbox Account in CloudExtend Excel for Salesforce?XLSF | Logging into Sandbox Account in CloudExtend Excel for Salesforce
How-To: How can I view my CloudExtend Excel for Salesforce subscription details?XLSF | View payment method information, billing information, payment history, and subscription details for CloudExtend Excel for Salesforce
How-To: Subscribing to CloudExtend Excel for SalesforceXLSF | Make sure CloudExtend is there when you need it by subscribing today
How-To: Stream Salesforce reports directly into ExcelXLSF | Learn how to bypass the CSV export process and stream reports directly into Excel without ever launching Salesforce
How-To: Side Load CloudExtend Excel for SalesforceXLSF | How to side load CloudExtend Excel Add-in
FAQ: Why do I not see all my fields when building a template in CloudExtend Excel for Salesforce?XLSF | When building a template in CloudExtend Excel for Salesforce all of the fields are not in the drop-down
FAQ: What reports are NOT supported by CloudExtend Excel for Salesforce?XLSF | Why can't I see all my reports?
FAQ: SSO with CloudExtend Excel for SalesforceXLSF | Learn how to connect to Cloudextend using Single Sign On
Whitelist celigo.com to Ensure You Receive Support EmailsPrevent CloudExtend support emails from going to spam
How to Tell Which Browser Your CloudExtend Add-In UsesMicrosoft uses Internet Explorer, Edge, or your default browser to cache data. Learn how to determine your browser and clear cache
Upgrade & migrate your templates to ExtendInsights Excel Data ConnectorThis guide walks you through moving from CloudExtend Excel for Salesforce to the new ExtendInsights Excel Data Connector.
Feature Comparison: ExtendInsights for SalesforceExtendInsights Analytics | Comparison of the current and legacy Salesforce app
FAQ: Can I edit my Salesforce reports in Excel and send them back to Salesforce?XLSF | Reports that you bring into CloudExtend Excel for Salesforce are read only
