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Create, Edit, and Upload Salesforce Data Entirely from Excel

Top Rated Integration App for Managing Salesforce Data in Excel

Accessing and editing Salesforce data is easy with CloudExtend Excel for Salesforce. The platform empowers users to bypass the CSV import wizard or the data loader to update or load new records, such as leads, contacts, or opportunities into Salesforce from Excel with a single click. Users can also create reports for Salesforce and manage them entirely in Excel. Take advantage of the power of Excel to build pivot tables, charts, and more with Salesforce data.

Easy to Use

Whether you’re an Admin managing Price books or an Account Exec managing Opportunities, CloudExtend will allow you to work outside of the constraints of the Salesforce UI and enable you to get more done, faster.

Install in Seconds

CloudExtend Excel for Salesforce installs from the Microsoft Office store in seconds and can pay for itself with just one use.

What CloudExtend Excel for Salesforce Does for You

  • Bypass the Salesforce UI for faster data entry and updates from Excel, whether it is one record or thousands.
  • Isolate errors easily through color codes and resolve problem records quickly.
  • Save time and manual effort by viewing and managing all of your open opportunities and activities in Excel.
  • Increase Salesforce utilization, adoption, and efficiency within your organization.

75% Increased Productivity

1/4 Time Spent Compared to The Data Loader

Thousands of World Class Organizations Rely on CloudExtend

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No Credit Card Required.

Your 14-day trial includes access to documentation, support, and training.

Learn More About CloudExtend Excel for Salesforce

CloudExtend Excel for Salesforce Pricing

Free Edition

$0

per month

Personal Edition

$149

per year

Most Popular

Group Edition

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Group Pricing
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CloudExtend Excel for Salesforce Features

Free

Personal

Group

Import Salesforce data into Excel using Salesforce reports

Works with Mac and Windows

Compatible with Excel 2016 and Higher

Access to all Documentation

Create, Read, Update, Delete Salesforce Records from Excel

Celigo import filter support or write your SOQL to import data

Cloud Storage for Templates

Email, Chat, and Phone Support

Admin Portal for License Management

Enterprise billing (no credit card required)

Licenses can be transferred amongst users

Learn more about CloudExtend’s commitment to security and the benefits of using role-based access control (RBAC) with third-party apps.

Let’s Talk

Have questions? Contact us for a free consultation or to learn more about how CloudExtend can help your organization.