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CloudExtend ExtendInsights: Excel Salesforce Integration

By Celigo, Inc

Easily and efficiently manage bulk-processing of Salesforce data

Freemium  

Payment required to increase usage, users, or features. Discounts available for nonprofits.

Business Need
Integration
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud
Nonprofit Solutions

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.

  • Overview

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Nonprofit Solutions
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
For Excel Online, you will need latest version of either Chrome, Safari, Firefox, Internet Explorer 10 /11. For Excel 2016+ desktop client, you will need to install Internet Explorer 10 or 11 For Mac you will need Excel 2016+

App Details

Listed On
12/15/2015
Supported Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Lightning Ready
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/15/2015

Additional Details

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.

Need help?

Celigo, Inc

Redwood City, CA

If you need help visit our support site at https://support.cloudextend.io/extendinsights and use the chat icon. For sales related inquiries contact cloudextend-sales@celigo.com.

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