Salesforce
How to Integrate with Salesforce
22 articles
Admin Setup Guide
Guides on configuration and setup needed for Admins
- Admin: Manage CloudExtend Excel for Salesforce Group Edition licenses and Administrator usersExtendInsights | Manage Group Edition licenses via your Admin portal
- Admin: Microsoft 365 Admins can bulk install CloudExtend Excel for SalesforceExtendInsights | Learn how Admins can install CloudExtend Apps for multiple users at once
- Admin: ExtendInsights for Salesforce Setup GuideExtendInsights Salesforce | Guide to help streamline your setup
Getting Started for End-Users
Everything you need to know to get started with ExtendInsights Salesforce
- 🔍Find all your important ExtendInsights for Salesforce Resources in 1 place here!ExtendInsights | Guides and resources to ensure you are setup for success
- End-User: Getting Started Guide for ExtendInsights for Data Management SalesforceExtendInsights | This guide will help you understand the basic concepts of ExtendInsights Salesforce
Features
Learn how to use ExtendInsights Salesforce
- Building Templates for ExtendInsights SalesforceExtendInsights | How do you build templates using ExtendInsights
- Managing your Templates for ExtendInsights SalesforceExtendInsights | How to manage existing templates
- Manage Data: Creating New Records from ExcelExtendInsights | How to create new records using ExtendInsights
- Manage Data: Update Records from ExcelExtendInsights | How to update records using ExtendInsights
- Manage Data: Refresh Records from ExcelExtendInsights | How to refresh records using ExtendInsights
- Manage Data: Delete Records from ExcelExtendInsights | How to delete records using ExtendInsights
- Manage Data: Different ways to enter data using ExtendInsightsExtendInsights | Learn different way to enter data using ExtendInsights
- Manage Data: How to update 1 row, multiple rows, or all rows using ExtendInsights SalesforceExtendInsights | Learn various ways to update rows
Business Use Case
Resource Hub on how to use ExtendInsights Salesforce
- New Lead via ExtendInsights SalesforceExtendInsights | Learn how to create new lead read using ExtendInsights
- Managing Campaigns via ExtendInsights SalesforceExtendInsights | Learn how to manage Salesforce campaign members
- Updating multiple related objects with ExtendInsights SalesforceExtendInsights | Create multiple related objects such as Accounts and Contacts
FAQs
Frequently Asked Questions for ExtendInsights Salesforce
- FAQ: Using Picklist Cell Operations for ExtendInsights SalesforceExtendInsights | Learn how to use the picklist feature for easy look up of data
- FAQ: ExtendInsights Salesforce WorkspaceExtendInsights | Options available in Excel once the template is loaded
- Feature Comparison: ExtendInsights for SalesforceExtendInsights Analytics | Comparison of the current and legacy Salesforce app
Troubleshooting
Experiencing difficulties? Take a look at the articles for step-by-step instructions for errors