What can ExtendInsights do?
ExtendInsights transforms Excel, enabling users to seamlessly write back data to their selected ecosystem. This powerful tool helps keep data up to date with ease.
Updating records is quick and effortless!
ExtendInsights interacts with data sources, for users to efficiently perform business processes such as:
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How to Refresh Records
In this article we will focus on refresh records using ExtendInsights using Salesforce as a data source.
Step 1: Plan your template layout
💡 Tip:
It is best to check out the forms and fields and identify the header, and required fields that you may need to build the template.
Checking field requirements in advance helps minimize errors during the upload process.
For this example, I want to utlize Opportunity and the fields that I needed to include in the template are:
Name
Close Date
Stage
Amount
Lead Source
Opportunity Type
Step 2: Create or Load your Template in Excel
Templates are essential for mapping data from Excel to Salesforce.
If you already have a template, load it into your Excel sheet.
If you need to create one, follow the step-by-step instructions in this guide.
Step 3: Refresh Records in Excel
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.
For quick data pull, you can get the record Id and paste it to Id field of your template.
Select Refresh to sync the latest update from your data source.
The record's initial stage was Proposal/Price Quote. After refreshing, I was able to see that the status has been updated to Closed/Won.
💡 Best Practice: If you have existing records in your Excel file, it's a good habit to reload data before making updates. This ensures you're working with the most up-to-date information from your data source. ✅