CloudExtend ExtendInsights
Excel Salesforce Integration
By Celigo, IncIntegration
- Rating
- 5.0
- Reviews
- 39
- Pricing
- Free
- With paid plans
- Listed since
- 2015
About CloudExtend ExtendInsights
Easily and efficiently manage bulk-processing of Salesforce data
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.
Highlights
- 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.
Screenshots and videos
Video 1 of 7
Pricing
Free, with paid plans.
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Nonprofit Cloud
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on October 15, 2015
- Languages
- English
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