CloudExtend

ExtendInsights Salesforce enables you to manage and maintain your Salesforce data in Excel. With one click you can sync your data in either direction.

You can also use ExtendInsights to download data into Excel by running existing Salesforce reports or using the built-in search filters to create queries on the fly — without accessing Salesforce.

- ExtendInsights Salesforce enables you to manage and maintain your Salesforce data in Excel. With one click you can sync your data in either direction.
- You can also use ExtendInsights to download data into Excel by running existing Salesforce reports or using the built-in search filters to create queries on the fly — without accessing Salesforce.

 We recommend watching this brief overview video and then following the steps below to get started.

- <a href="https://support.cloudextend.io/extendinsights/en/articles/9331669-installing-extendinsights">Install ExtendInsights</a>
- <a href="https://support.cloudextend.io/extendinsights/en/articles/8792795-connecting-to-salesforce">Login</a>

___________________________________________________________

- <a href="https://support.cloudextend.io/extendinsights/en/articles/10776298-building-templates-for-extendinsights-salesforce">How to build a template</a>
- <a href="https://support.cloudextend.io/extendinsights/en/articles/10776298-building-templates-for-extendinsights-salesforce#h_2bb047efb0">Tips when build templates</a>

This image highlights the different sections of your <b>ExtendInsights Workspace. </b>Visit the article <a href="https://support.cloudextend.io/extendinsights/en/articles/10861180-faq-extendinsights-salesforce-workspace">here</a> to know more.

- <a href="https://support.cloudextend.io/extendinsights/en/articles/11011730-manage-data-creating-new-records-from-excel">Create New Records</a>
- <a href="https://support.cloudextend.io/extendinsights/en/articles/11012825-manage-data-update-records-from-excel">Update Records</a>
- <a href="https://support.cloudextend.io/extendinsights/en/articles/11013694-manage-data-refresh-records-from-excel">Refresh Records</a>
- <a href="https://support.cloudextend.io/extendinsights/en/articles/11014549-manage-data-delete-records-from-excel">Delete Records</a>

Hit the Help button on the bottom right of the screen and get in touch with our awesome support to help you!

If you have any questions or would like a walkthrough please reach out to your Customer Success Manager at <a href="mailto:cloudextend-success@celigo.com" rel="nofollow noopener noreferrer" target="_blank">cloudextend-success@celigo.com</a>.

ExtendInsights | This guide will help you understand the basic concepts of ExtendInsights Salesforce

End-User: Getting Started Guide for ExtendInsights for Data Management Salesforce

Admin Portal

Webinar Replays

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

End-User: Getting Started Guide for ExtendInsights for Data Management Salesforce

Overview

Install and Login

What are templates?

ExtendInsights Operations

Need Help?