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

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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

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

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

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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