ExtendInsights Workspace Overview

Home page will show the different data source you can connect to.

This image highlights the different sections of your ExtendInsights Workspace.

📌 Workspace Layout:

The table loads on the left side of the worksheet.
The ExtendInsights panel provides options to download, manage, and update records within Excel.

Key Sections

1. Row 1 – Mapping Syntax

Reserved for data source field names (hidden by default).
Should not be edited unless you are a power user.
Click on a cell in Row 1 to reveal field names.

2. Column A – Error Messages

Displays error messages encountered when sending data to your data source.
Helps quickly identify and correct issues.

3. ID Field

Represents the unique identifier for an object or record type.
A unique alphanumeric value used to manage specific records.

4. Connections

Establish connections to data source.
To connect, follow the steps here.

5. Object and Fields

Define Object and fields clearly to establish the foundation of your data. See more.
This serces as a guide on how your data and your data source and Excel will communicate.

6. Filter

Set criteria rules within the app using filter options.
Filtering is based on object, filter type, operator, and values to refine your dataset.

7. SOQL (Salesforce Object Query Language)

Ideal for advanced users needing precise filtering and customization.
Supports conditions like WHERE, ORDER BY, and LIMIT for enhanced queries.

8. Preview and Proceed

Previewing your data helps validate the template structure before finalizing.
If preview is turned off, the table will appear blank until data is fetched.

9. Save as Template

Save your templates in ExtendInsights to avoid repetitive mapping.
If you frequently update similar data, pre-configured templates improve efficiency.

1O. Assign Schedule

Automate data downloads by scheduling filters or SOQL queries.
Click Assign Schedule > Create to set up automatic syncs.

11. ExtendInsights Actions

ExtendInsights enables users to efficiently manage records by performing:
✅ Create, upload, and delete operations.
✅ Filter and download records for streamlined data management.

12. Picklist Cell Operations

ExtendInsights recognizes list-type fields in your template.
You can view and select values directly from your data source.
Supports multi-select fields, making it easier to enter valid values.

ExtendInsights Panel

Connections

To begin utlizing the ExtendInsights, you need to connect to a data source.

👋 This will walk you through on how to establish Salesforce connection. To learn about managing connections, click here.

1. Open ExtendInsights, select Menu > Connections> Other Connections. Click on Create Connection and select your desired data source.	2. Enter a name for your connection, choose production or sandbox, and click Authorize.
3. Enter your credentials and login to Salesforce.	4. Once connected, the ExtendInsights panel will show the active connection and operations. 👀 See more options when connecting to ExtendInsights here.

📖 Visit the articles on this site to learn how to connect to diferent data sources.

Object and Fields

Defining objects and fields is essential for template creation. Once set up, you can download or upload records to your data source. Experience the flexibility of building templates with ExtendInsights and discover the available options.

1. Object

An object is a table that stores data in Salesforce, similar to a database table. There are two types of objects:

Standard Objects – Predefined by Salesforce (e.g., Account, Contact, Opportunity, Case).
Custom Objects – Created by users or admin to store specific data related to business needs.

ExtendInsights supports custom objects.

2. Fields

Fields are the columns in an object that store specific pieces of data. Each object can have multiple fields. Fields can be of different types, such as:

Standard Fields – Default fields included in Salesforce objects (e.g., Name, CreatedDate).
Custom Fields – Created by users or admins to capture additional data.

🔹 Common Field Types:

Text (e.g., Account Name)
Number (e.g., Order Quantity)
Currency (e.g., Deal Amount)
Picklist (Dropdown selection)
Date/Time (e.g., Last Activity Date)
Checkbox (True/False)

In this view, you can:

Search for fields
Rearrange fields
Edit field type
Delete fields
Add more fields

Template layout will show the:

Field name
Field type
Reference

Data Filters and SOQL (Salesforce Object Query Language)

When a template is built you can use the ExtendInsights app to download data from your data source SOQL will be automatically generated based on the object and fields selected or you can create a filter to download a subset of records.

Filters help narrow down data based on specific conditions. They are used in reports, views, and SOQL (Salesforce Object Query Language).

Data Filters	Salesforce Object Query Langauge
Set criteria rules within the app using the filter options. Filtering is based on the object, filter, operator, and values.	SOQL offers precise filtering and customization, making it ideal for advanced users. It supports filtering with conditions such as WHERE, ORDER BY, and LIMIT.

Preview

When finalizing a template it is a good habit to preview data. This give a glimpse on what data you will be working on based on the template structure and field format. If in case, there are incorrect or missing fields - you can spot it right away before working on large set of records.

Here is an example of using the Preview toggle button.