Customers often need to create or update multiple related objects at once. In this video, we demonstrate how to create Accounts and Contacts simultaneouslyโa process that can easily be adapted for many business scenarios.
For example, imagine an Account informs you that their company has adopted a new domain and all employee emails now use @newdomain.com. With CloudExtend Excel for Salesforce, you can quickly retrieve the Account and all related Contacts, perform a simple find-and-replace to update the domain, and push the changes back to Salesforce in seconds.
Want to learn more? Check out this article.