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

Salesforce

ExtendInsights | Manage Group Edition licenses via your Admin portal

Admin: Manage CloudExtend Excel for Salesforce Group Edition licenses and Administrator users

XLSF | Learn how Admins can install CloudExtend Apps for multiple users at once

Admin: Microsoft 365 Admins can bulk install CloudExtend Excel for Salesforce

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 manage existing templates

Managing your 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

Frequently Asked Questions for ExtendInsights Salesforce

FAQs

Admin Portal

Webinar Replays

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.