CloudExtend

ExtendInsights | Download data using objects and fields or a SOQL query

Downloading Data with ExtendInsights Salesforce

ExtendInsights Salesforce | Create, update, delete, download, and refresh Salesforce records from Excel

Manage Salesforce Records with ExtendInsights

Download, manage, and work with Salesforce data in Excel.

Salesforce

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

Admin: ExtendInsights for Salesforce Setup Guide

Guides on configuration and setup needed for Admins

Admin Setup Guide

ExtendInsights | Guides and resources to ensure you are setup for success

🔍 Find all your important ExtendInsights for Salesforce Resources in 1 place here!

ExtendInsights | Learn how to download and manage Salesforce data from Microsoft Excel

End-User: Getting Started Guide for ExtendInsights Salesforce

ExtendInsights Salesforce | Understand the tools available for downloading and managing Salesforce data in Excel

End-User: ExtendInsights Salesforce Workspace

Everything you need to know to get started with ExtendInsights Salesforce

Getting Started for End-Users

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

Features

ExtendInsights Salesforce | Create new Salesforce Lead records directly from Excel

New Lead via ExtendInsights Salesforce

ExtendInsights Salesforce | View, add, update, and remove campaign members from Excel

Manage Salesforce Campaign Members with ExtendInsights

ExtendInsights | Create multiple related objects such as Accounts and Contacts

Updating multiple related objects with ExtendInsights Salesforce

Resource Hub on how to use ExtendInsights Salesforce

Business Use Case

ExtendInsights | Learn how to use the picklist feature for easy look up of data

FAQ: Using Picklist Cell Operations for ExtendInsights Salesforce

Frequently Asked Questions for ExtendInsights Salesforce

FAQs

ExtendInsights Salesforce | How to resolve Salesforce Authentication error

Troubleshooting: OAUTH_APPROVAL_ERROR_GENERIC

Experiencing difficulties? Take a look at the articles for step-by-step instructions for errors

Troubleshooting

Admin Portal

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