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Admin: ExtendInsights for Salesforce Setup Guide

ExtendInsights Salesforce | Complete the administrator setup and prepare users to work with Salesforce data in Excel

Welcome to ExtendInsights for Salesforce! This guide walks administrators through the steps required to install the Excel add-in, allocate licenses, install the Salesforce package, and configure user access.

Complete the steps below before asking end users to connect ExtendInsights to Salesforce.

👥 Who Is Involved?

The initial setup requires the following roles. In some organizations, the same person may perform more than one role.

Portal Link: portal.cloudextend.app

Role

Responsibility

CloudExtend Subscription Admin

Manages administrators and assigns ExtendInsights licenses in the CloudExtend portal.

Salesforce Admin

Installs the ExtendInsights Salesforce package and manages access to the Connected App.

Microsoft 365 Admin — optional

Deploys the Excel add-in centrally when users cannot install it themselves.

Step 1: Install the ExtendInsights Excel Add-In

ExtendInsights can be installed individually by end users or deployed centrally by a Microsoft 365 administrator.

Choose the appropriate installation method for your organization:

Microsoft 365 Centralized Deployment is recommended when your organization restricts access to Microsoft AppSource or wants to deploy the add-in to multiple users at once.

Step 2: Manage Licenses in the CloudExtend Portal

The CloudExtend Subscription Admin manages administrators and end-user licenses in the CloudExtend portal.

  1. Go to the CloudExtend portal.

  2. Sign in with the Microsoft or Google account associated with your CloudExtend subscription.

  3. Add the required users.

  4. Assign an ExtendInsights license to each user.

  5. Add at least one additional administrator for backup coverage.

See CloudExtend Subscription Portal for additional guidance.

Step 3: Install the ExtendInsights Salesforce Package

A Salesforce Admin must install the ExtendInsights package once in each Salesforce organization where the application will be used.

⚠️ Important:

  • The package installation option controls access to the components included in the package.

  • Access to the ExtendInsights Connected App is configured separately in the next step.

  • If you use both production and sandbox organizations, install the package separately in each environment.

Production Environment

  1. Open Install ExtendInsights for Salesforce Production.

  2. Sign in using your Salesforce Admin credentials.

  3. Review the package details and select Continue.

  4. Choose one of the following installation options:

    • Install for Admins Only—Recommended for the initial setup.

    • Install for All Users

    • Install for Specific Profiles
      ​

  5. Select Install.

  6. Wait for Salesforce to confirm that the installation is complete.

Sandbox Environment

  1. Open Install ExtendInsights for Salesforce Sandbox.

  2. Sign in using your Salesforce Sandbox Admin credentials.

  3. Review the package details and select Continue.

  4. Choose one of the following installation options:

    • Install for Admins Only—Recommended for the initial setup.

    • Install for All Users

    • Install for Specific Profiles

  5. Select Install.

  6. Wait for Salesforce to confirm that the installation is complete.

Step 4: Manage Access to the Connected App

By default, the ExtendInsights Connected App may allow users in your Salesforce organization to authorize access.

If you want to restrict access to approved users or profiles, update the Connected App policies.

Modify the Connected App Policy

  1. In Salesforce, go to Setup.

  2. Search for and open App Manager.

  3. Locate ExtendInsights.

  4. Select Manage.

  5. Select Edit Policies.

  6. Change Permitted Users from All users may self-authorize to Admin approved users are pre-authorized.

  7. Select Save.

Grant Access to Specific Profiles

  1. From the ExtendInsights Connected App settings, select Manage Profiles.

  2. Select the profiles that should have access to ExtendInsights.

  3. Select Save.

Only users with an approved profile will be able to authorize ExtendInsights after this policy is enabled.

Step 5: Review Sandbox Refresh Requirements

If you refresh your Salesforce sandbox, verify that the ExtendInsights package and Connected App access settings remain available afterward.

If ExtendInsights is no longer available:

  1. Reinstall the package using the sandbox installation link.

  2. Review and reconfigure the Connected App policies.

  3. Confirm that the appropriate profiles have access.

  4. Ask a user to reconnect ExtendInsights and verify the connection.

Set your users up for success by reviewing and sharing articles

After installation and configuration are complete, share the following resources with your users.

Install and Connect

Users must install the Excel add-in, sign in, and authorize a Salesforce connection.

Getting Started Resources

Your Customer Success Manager and Training Manager can also provide end-user training for your team. Training sessions can be recorded and shared internally.

Verify the Setup

Your ExtendInsights Salesforce environment is ready when:

  • Users have been assigned the appropriate ExtendInsights licenses.

  • The Excel add-in is available to licensed users.

  • The ExtendInsights package is installed in the correct Salesforce environment.

  • The appropriate Salesforce profiles can access the Connected App.

  • Users can create and authorize a Salesforce connection.

  • Salesforce objects and fields are available when users build a template.

💬 Need Help?

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 Support: cloudextend-support@celigo.com

For subscription, billing, or training questions, contact your Customer Success Manager.

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