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Updating multiple related objects with CloudExtend Excel for Salesforce
Updating multiple related objects with CloudExtend Excel for Salesforce

XLSF | Create/update multiple related objects such as Accounts and Contacts or Products and Price Books at the same now. Learn how here

Updated over a week ago

Customers often need to create or update multiple related objects at the same time. In the video above (1:27) we focus on creating Account and Contacts at the same time. This can be extended for many business use cases. For example, an Account may contact you to let you know they have a new domain and all employee emails now with @newdomain.com. Using CloudExtend Excel for Salesforce you can retrieve both the Account and all the associated Contacts in seconds. Next, do a find/replace all on the domain name and push your data back to Salesforce.ย 

Sure beats editing one contact at a time, doesn't it.

๐Ÿ’ก Pro tip - see how to do this with Price Books here

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