Welcome! 🎉
Here you’ll find everything you need to get started, roll out, and master ExtendInsights for Salesforce—all in one place.

If you’re new to ExtendInsights Salesforce, begin with the Admin Setup Guide below to install the Salesforce package, manage licenses, and deploy the Excel add-in.

Once setup is complete, users can explore the end-user guides and training resources to learn how to download and manage Salesforce data from Excel.

These articles help administrators install, configure, and manage ExtendInsights Salesforce.

📕 Complete ExtendInsights Salesforce Setup Guide

📕 Deploy ExtendInsights to Multiple Users with Microsoft 365

📕 Manage ExtendInsights Licenses in the CloudExtend Portal

📍 Getting Started Guide for ExtendInsights Salesforce
Learn the basic concepts of ExtendInsights Salesforce, including templates and record-management operations.

📍 Install the ExtendInsights Excel Data Connector
Install the Excel add-in, sign in, and prepare to connect to Salesforce.

📍 Connect ExtendInsights to Salesforce
Connect to a Salesforce production or sandbox environment and authorize access.

📍 Explore the ExtendInsights Salesforce Workspace
Review the tools and actions available after loading a Salesforce template.

📍 Explore All ExtendInsights Salesforce Resources
Browse the complete collection of setup, workflow, FAQ, use-case, and troubleshooting articles.

Use these guides to complete the most common ExtendInsights Salesforce tasks.

📍 Build an ExtendInsights Salesforce Template
Select a Salesforce object and map its fields to columns in Excel.

📍 Download Salesforce Data
Download Salesforce data using objects and fields, filters, or SOQL queries.

📍 Manage Salesforce Records
Learn how to create, update, refresh, and delete Salesforce records from Excel.

📍 Update One Row, Selected Rows, or All Rows
Choose which worksheet rows you want to process and update.

📍 Use Picklists and Cell Operations
Search for and select valid Salesforce picklist values without leaving Excel.

📍 Explore Salesforce Business Use Cases
See practical examples of using ExtendInsights to manage Salesforce data.

Build your ExtendInsights skills with guided, self-paced training resources.

📍 CloudExtend Training Made Easy—Learn at Your Own Pace

✅ Submit and Vote for ExtendInsights Feature Requests

✅ Whitelist the Celigo.com Domain

Can’t find what you’re looking for? We’re here to help!

📘 Learn How to Get Support

💬 Chat with us: Use the in-app messenger inside ExtendInsights or in the bottom-right corner of the support site.

✉️ Email us: cloudextend-support@celigo.com