Salesforce records may change after they are downloaded or created in Excel. Use Refresh Rows to retrieve the latest values from Salesforce and update the corresponding rows in your worksheet.
Refreshing records helps ensure you are working with current Salesforce data before reviewing or updating it.
Before You Begin
Confirm that:
You are connected to the correct Salesforce environment.
Your Salesforce user can view the selected object and fields.
The template includes the Salesforce record ID.
Each row you want to refresh contains a valid record ID.
You have preserved any Excel changes that should not be replaced.
Step 1: Create or Load a Template
Templates map Excel columns to Salesforce fields.
To build a new template, select Create a New Template.
To reuse an existing configuration, load a saved template from the Template Repository.
Include:
The Salesforce record ID.
The fields whose latest values you want to retrieve.
This example uses the Opportunity object with the following fields:
Opportunity ID
Opportunity Name
Close Date
Stage
Amount
Lead Source
Opportunity Type
Step 2: Add or Download the Records
You can prepare the worksheet in either of the following ways.
Option 1: Download Existing Records
Use filters or a SOQL query to download records from Salesforce.
This option is recommended when you need to retrieve multiple records that meet specific criteria.
Option 2: Enter Salesforce Record IDs
If you know the IDs of the records you need:
Insert or load the appropriate template.
Paste each Salesforce record ID into the record ID column.
Leave the other mapped fields blank if you want ExtendInsights to retrieve their current values.
Select the rows and refresh them.
This option is useful when you need to retrieve a small number of specific records.
Step 3: Refresh the Records
Select the worksheet rows you want to refresh.
Expand Actions in the ExtendInsights task pane.
Select Refresh Rows.
Wait for the operation to finish before editing the worksheet or starting another operation.
ExtendInsights uses the record ID in each selected row to retrieve the latest Salesforce values for the mapped fields.
You created a record using ExtendInsights, and the data was stored in an Excel file. After two days, your supervisor wants to know the status of a record.
To ensure you have the latest information, you can refresh your data using the app.
Step 4: Review the Results
After the refresh finishes:
Confirm that the selected rows contain the latest Salesforce values.
Review any status or error information displayed in Column A.
Verify that each row still contains the correct Salesforce record ID.
Compare a sample of the refreshed values directly in Salesforce when needed.
If a row cannot be refreshed, confirm that:
The Salesforce record ID is valid.
The record still exists.
Your Salesforce user can access the record.
Your Salesforce user can view the mapped fields.
The correct Salesforce connection is active.
đĄ When to Refresh Records
Refresh rows when:
Salesforce records may have changed since they were downloaded.
Another user updated the records directly in Salesforce.
An automation or integration changed the records.
You reopened a workbook containing previously downloaded data.
You want the latest Salesforce values before making updates.
You created records and want to retrieve values populated by Salesforce.
Best Practices
Refresh records before making updates.
Preserve any Excel changes that have not yet been uploaded.
Always include the Salesforce record ID in templates used for refreshing.
Confirm that you are connected to the correct production or sandbox environment.
Select only the rows you intend to refresh.
Use Download when retrieving many records based on filters.
Use Refresh Rows when updating records already present in the worksheet.
Verify important values directly in Salesforce after refreshing.
Next Steps
đŹ Need Help?
If you need assistance:
Use the in-app messenger inside ExtendInsights.
Start a chat from the bottom-right corner of the support site.
Include the Salesforce object, template name, active connection, affected record IDs, and any error messages or screenshots.