CloudExtend

Whether you’re just getting started or looking for advanced resources, this guide brings all CloudExtend Salesforce materials into one place — installation, training, support, and more. You can find all your important CloudExtend Salesforce resources in this one article! 

<b>Installation/Setup Guides (Admins)</b> 

📌 <a href="https://support.cloudextend.io/extendinsights/en/articles/1870145-admin-extendinsights-for-data-management-netsuite-can-be-installed-by-your-microsoft-365-admin">Microsoft 365 Admin installation for end-users</a> 

📌 <a href="https://support.cloudextend.io/extendinsights/en/articles/2783413-admin-manage-cloudextend-excel-for-salesforce-group-edition-licenses-and-administrator-users">Allocating licenses via the Admin Portal</a> 

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📍 <a href="https://support.cloudextend.io/extendinsights/en/collections/7630545-getting-started">Beginner's Guide</a> 

📍 <a href="https://support.cloudextend.io/extendinsights/en/articles/9331669-installing-extendinsights">Install ExtendInsights from Office Store</a> 

📍 <a href="https://support.cloudextend.io/extendinsights/en/articles/10910600-downloading-data-with-extendinsights-salesforce">Download Data using ExtendInsights</a>

📍 <a href="https://support.cloudextend.io/extendinsights/en/articles/10928203-data-management-with-extendinsights-salesforce">Manage Data using ExtendInsights</a>

📍 <a href="https://support.cloudextend.io/extendinsights/en/collections/12565675-business-use-case">Business Use Cases</a> - See practical scenarios in action!

<b>🎓</b> <a href="https://support.cloudextend.io/extendinsights/en/articles/5543734-celigo-university-cloudextend-learning-track">CloudExtend Training Made Easy – Dive In at Your Own Pace</a>

✅ <a href="https://support.cloudextend.io/extendinsights-salesforce/en/articles/3982454-cloudextend-excel-for-salesforce-roadmap">Submit and vote for features here</a>

✅ <a href="https://support.cloudextend.io/extendinsights-netsuite/extendinsights-netsuite/en/articles/4487841-whitelist-celigo-com-domain-to-ensure-you-receive-support-emails">Whitelist Celigo.com Domain</a>

Can't find what you are looking for? Learn how to get more support <a href="https://support.cloudextend.io/extendinsights-salesforce/en/articles/1671107-learn-how-to-get-support-for-cloudextend-excel-for-salesforce">here</a>.

ExtendInsights | Guides and resources to ensure you are setup for success

🔍Find all your important ExtendInsights for Salesforce Resources in 1 place here!

Admin Portal

Webinar Replays

Main Support Page

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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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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🔍Find all your important ExtendInsights for Salesforce Resources in 1 place here!

Installation/Setup Guides (Admins)

End-User Setup Guides

Course via Celigo University

Miscellaneous

Learn How To Get Support