CloudExtend Excel for the Salesforce

What is CloudExtend Excel for the Salesforce ?

Manage Salesforce data entirely in Excel using Salesforce Excel connector #1

Work faster and more efficiently, harnessing the power of Excel for Salesforce data management and reporting.

Best rated integration app for Excel with Salesforce

Integrating Excel and Salesforce is easy with Cloud Extend Excel for the Salesforce platform. Create reports for Salesforce and work entirely in Excel. With one click, users can create new records, update records, or download records (using the data filter or its SOQL).

Whether you're an administrator managing Pricebooks or an account executive managing opportunities, CloudExtend will open your eyes to working outside of Salesforce UI constraints and allow you to be more productive. The integration app is installed from the Microsoft Office store in seconds.

What CloudExtend Excel for Salesforce does for you

• Work faster and harness the power of Excel for Salesforce data management and reporting.
• Eliminate the hassle of having to switch between apps.
• Reduce Salesforce and Excel data synchronization from hours per week to the click of a button.
• Use your prebuilt Salesforce reports in Excel.
• Increase Salesforce adoption and efficiency in your organization.
• Save time and eliminate errors.

Manage data and create Salesforce reports without leaving Excel

• Retrieve data using wizard-driven interference (or your own SoQL), modify it, and update Salesforce with changes
• Easily isolate errors through color codes and resolve problem logs quickly.
• Run reports and download data.
• Enter, modify, invert, or delete data with a single click.
• Perform bulk updates.
• Validate the data from the list of options before synchronizing.
• Join related records and view custom fields and list of options.
• Create your own queries and download the intuitive wizard interface.
• Create and update multiple Salesforce objects (such as accounts/contacts) simultaneously

System requirements:

CPU: 1.8 GHz dual core processor

RAM: 2 GB

HDD / SSD: 50 GB of free space on the main drive

Operating system: Microsoft Windows 10, Microsoft Windows 8 32-bit, Microsoft Windows 7 32-bit and Microsoft Windows Vista 32-bit

Resolution: 1024×768

Supported operating systems

Mac OS X 10.5 x (Leopard), Mac OS X 10.6 (Snow Leopard), Mac OS X 10.7 (Lion), Mac OS X 10.7 (Mountain Lion), OS X 10.9 (Mavericks) and Mac OS X 10.10 (Yosemite)

Hardware requirements

Memory - 1 GB of RAM and more

Free disk space - 50 MB

System type - 32-bit and 64-bit OS