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CloudExtend ExtendInsights: Excel Salesforce Integration

Easily and efficiently manage bulk-processing of Salesforce data

Overview

With CloudExtend Excel access and edit your data directly from within Excel in real time and with a single click. Take full advantage of Excel’s data manipulation functions to retrieve, update, add and delete data. Supplement Data Loader with Excel.

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See How CloudExtend ExtendInsights: Excel Salesforce Integration Works

  • With 1-click users can create new records, update records, or download records (using our data filter or SOQL).

  • Supports parent/child object relationships. Retrieve/insert records across related objects in one go.

CloudExtend ExtendInsights Excel for Salesforce is the simplest tool for mass data management. • Connect to production and multiple sandbox accounts • Supports both Windows and Mac (Excel 2016+), Excel Online • Supports all standard and custom objects • Retrieve specific sets of records based on desired search criteria • In-built query builder for building simple to complex SOQL queries to retrieve data using custom search • Easily insert/update record details using lookup feature • Save all your search/insert criteria in re-usable templates • Provides real-time error messages and validations Whether you’re an Admin managing Price Books or an Account Exec managing Opportunities, CloudExtend enables you to get more done, faster.

Categories

Business Needs
Integration
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Lightning Ready

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