Skip to main content

Updating multiple related objects with ExtendInsights Salesforce

ExtendInsights | Create multiple related objects such as Accounts and Contacts

Updated over 2 weeks ago

Customers often need to create or update multiple related objects at once. In this video, we demonstrate how to create Accounts and Contacts simultaneouslyโ€”a 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.

Did this answer your question?