CloudExtend

ExtendInsights | Create reusable templates for downloading and managing Salesforce data in Excel

Building Templates for ExtendInsights Salesforce

ExtendInsights Salesforce | Create Salesforce records directly from Microsoft Excel

Manage Data: Creating New Records from Excel

ExtendInsights Salesforce | Download, edit, and update existing Salesforce records using Microsoft Excel

Manage Data: Update Records from Excel

ExtendInsights Salesforce | Retrieve the latest Salesforce values for records in your Excel worksheet

Manage Data: Refresh Records from Excel

ExtendInsights Salesforce | Select and delete Salesforce records from Microsoft Excel

Manage Data: Delete Salesforce Records from Excel

ExtendInsights | Learn different way to enter data using ExtendInsights

Manage Data: Different ways to enter data using ExtendInsights

ExtendInsights Salesforce | Choose which worksheet rows to upload to Salesforce

Manage Data: How to update 1 row, multiple rows, or all rows using ExtendInsights Salesforce

Learn how to use ExtendInsights Salesforce

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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