CloudExtend

XLSF | Logging into Sandbox Account in CloudExtend Excel for Salesforce

How-To: How can I login to a Sandbox Account in CloudExtend Excel for Salesforce?

XLSF | View payment method information, billing information, payment history, and subscription details for CloudExtend Excel for Salesforce

How-To: How can I view my CloudExtend Excel for Salesforce subscription details?

XLSF | Make sure CloudExtend is there when you need it by subscribing today

How-To: Subscribing to CloudExtend Excel for Salesforce

XLSF | Learn how to bypass the CSV export process and stream reports directly into Excel without ever launching Salesforce

How-To: Stream Salesforce reports directly into Excel

XLSF | How to side load CloudExtend Excel Add-in

How-To: Side Load 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: Why do I not see all my fields when building a template in CloudExtend Excel for Salesforce?

FAQ: What reports are NOT supported by CloudExtend Excel for Salesforce?

XLSF | Learn how to connect to Cloudextend using Single Sign On

FAQ: SSO with CloudExtend Excel for Salesforce

Prevent CloudExtend support emails from going to spam

Whitelist celigo.com to Ensure You Receive Support Emails

Microsoft uses Internet Explorer, Edge, or your default browser to cache data. Learn how to determine your browser and clear cache

How to Tell Which Browser Your CloudExtend Add-In Uses

ExtendInsights Analytics | Comparison of the current and legacy Salesforce app

Feature Comparison: ExtendInsights for Salesforce

XLSF | Reports that you bring into CloudExtend Excel for Salesforce are read only

FAQ: Can I edit my Salesforce reports in Excel and send them back to Salesforce?

Frequently asked questions for ExtendInsights for Data Management Salesforce

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Create your workspace and invite the people you work with.

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

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

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