CloudExtend Excel for Salesforce

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31 articles in this collection
Written by Chris Corcoran, Justine Burdo, and Kevin Ha
FAQ

Subscribing to CloudExtend Excel for Salesforce

Make sure CloudExtend is there when you need it by subscribing today. Learn how here.
Written by Chris Corcoran
Updated over a week ago

How do I share a CloudExtend Excel for Salesforce template with others?

You've built a great template, learn how to share it with others.
Written by Justine Burdo
Updated over a week ago

How to ensure Records are created with mandatory fields in Salesforce

Wondering why you can upload Opportunities without selecting an Account name or Contact? Find out why and more here.
Written by Chris Corcoran
Updated over a week ago

How to update 1 row, multiple rows or all rows using CloudExtend Excel for Salesforce

Various ways to update rows.
Written by Justine Burdo
Updated over a week ago

Can I delete CloudExtend Excel for Salesforce templates?

Deleting CloudExtend Excel for Salesforce templates.
Written by Justine Burdo
Updated over a week ago

Can I edit my Salesforce reports in Excel and send them back to Salesforce?

Written by Justine Burdo
Updated over a week ago

Can I use my own SOQL statement with CloudExtend Excel for Salesforce?

This article points highlights where a SOQL statement can be used with CloudExtend Excel for Salesforce.
Written by Chris Corcoran
Updated over a week ago

Why do I not see all my fields when building a template in CloudExtend Excel for Salesforce?

When building a template in CloudExtend Excel for Salesforce all of the fields are not in the drop down.
Written by Justine Burdo
Updated over a week ago

How can I view my CloudExtend Excel for Salesforce subscription details?

View payment method information, billing information, payment history and subscription details for CloudExtend Excel for Salesforce.
Written by Justine Burdo
Updated over a week ago

How can I login to a Sandbox Account in CloudExtend Excel for Salesforce?

Logging into Sandbox Account in CloudExtend Excel for Salesforce.
Written by Justine Burdo
Updated over a week ago

What reports are NOT supported by CloudExtend Excel for Salesforce?

Why can't I see all my reports?
Written by Justine Burdo
Updated over a week ago

CloudExtend Excel For Salesforce: Security FAQ

Commonly asked questions around CloudExtend Excel for Salesforce and Security
Written by Justine Burdo
Updated over a week ago

CloudExtend Excel for Salesforce does not allow me to filter based on record type

CloudExtend Excel can leverage a SOQL statement to filter on record types. Learn how here.
Written by Kevin Ha
Updated over a week ago