CloudExtend

ExtendInsights for Salesforce is the current, actively supported, and continuously developed version of the application.

The legacy Salesforce version is being sunset and is no longer actively maintained.

This article compares the two versions to help you understand which features are available today and what functionality has changed.

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Additional Data Sources (Current Version Only)

The current version of ExtendInsights for Salesforce also supports importing data from additional platforms, including:

- NetSuite (CRM)
- Google Analytics (Insights)
- Chargebee (Subscriptions)
- Stripe (Payments)
- HubSpot (Marketing)

The current version of ExtendInsights for Salesforce offers:

Modern authentication and UI enhancements

- AI-powered SOQL querying
- Automation and scheduling
- Modern authentication and UI enhancements
- Broader data source support

Customers using the legacy version are encouraged to transition to the current version to take advantage of these enhancements and ongoing support.

If you have questions about feature availability or differences:

💬 In-app chat: bottom-right of the app

🔍 Help Center: <a href="https://www.cloudextend.io/support/" rel="nofollow noopener noreferrer" target="_blank">https://www.cloudextend.io/support/</a>

✉️ Customer Success: <a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/6505295-feature-comparison-extendinsights-data-management-legacy-vs-new-version">cloudextend-success@celigo.com</a>

- 💬 In-app chat: bottom-right of the app
- 🔍 Help Center: <a href="https://www.cloudextend.io/support/" rel="nofollow noopener noreferrer" target="_blank">https://www.cloudextend.io/support/</a>
- ✉️ Customer Success: <a href="https://support.cloudextend.io/extendinsights/extendinsights-netsuite/en/articles/6505295-feature-comparison-extendinsights-data-management-legacy-vs-new-version">cloudextend-success@celigo.com</a>

ExtendInsights Analytics | Comparison of the current and legacy Salesforce app

Feature Comparison: ExtendInsights for Salesforce

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Create your workspace and invite the people you work with.

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Ship something

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

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Feature	Legacy Version	Current Version
Download records using data filters	✔️	✔️
Download report raw	✔️	❌ (Deprecated)
Download using AI Query + SOQL to templates	❌	✔️
Reload/refresh records	✔️	✔️
Delete records	✔️	✔️
Real-time (synchronous) upload	✔️	✔️
Create templates	✔️	✔️
Edit templates	✔️	✔️
Automate data refreshes and schedules	❌	✔️
Theme support (Light / Dark / System)	❌	❌
Log in with Google/ Microsoft	❌	✔️
Picklists (cell operations)	✔️	✔️
Filters travel with the workbook	❌	✔️
Support for multi-select fields	✔️	✔️
Access unlimited Salesforce accounts	❌	✔️
Improved template builder (multi-select fields, drag & scroll)	❌	✔️
Import data from multiple systems	❌	✔️

Feature Comparison: ExtendInsights for Salesforce

📊 Feature Comparison

Additional Data Sources (Current Version Only)

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