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

XLSF | 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 | 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

Learn how to use ExtendInsights Salesforce

Features

ExtendInsights | Learn how to create new lead read using ExtendInsights

New Lead via 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

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