CloudExtend

ExtendInsights | How to import data from Salesforce

Downloading Data with ExtendInsights Salesforce

ExtendInsights | Explore how to create or update records real-time

Data Management with ExtendInsights Salesforce

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

Salesforce

ExtendInsights Salesforce | Guide to help streamline your setup

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 | This guide will help you understand the basic concepts of ExtendInsights Salesforce

End-User: Getting Started Guide for ExtendInsights for Data Management Salesforce

Everything you need to know to get started with ExtendInsights Salesforce

Getting Started for End-Users

ExtendInsights | How do you build templates using ExtendInsights

Building Templates for ExtendInsights Salesforce

ExtendInsights | How to create new records using ExtendInsights

Manage Data: Creating New Records from Excel

ExtendInsights | How to update records using ExtendInsights

Manage Data: Update Records from Excel

ExtendInsights | How to refresh records using ExtendInsights

Manage Data: Refresh Records from Excel

ExtendInsights | How to delete records using ExtendInsights

Manage Data: Delete Records from Excel

ExtendInsights | Learn different way to enter data using ExtendInsights

Manage Data: Different ways to enter data using ExtendInsights

ExtendInsights | Learn various ways to update rows

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

Learn how to use ExtendInsights Salesforce

Features

ExtendInsights | Learn how to create new lead read using ExtendInsights

New Lead via ExtendInsights Salesforce

ExtendInsights | Learn how to manage Salesforce campaign members

Managing Campaigns via  ExtendInsights Salesforce

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

ExtendInsights | Options available in Excel once the template is loaded

FAQ: ExtendInsights Salesforce Workspace

ExtendInsights Analytics | Comparison of the current and legacy Salesforce app

Feature Comparison: ExtendInsights for 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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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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