Manage Salesforce Data Entirely in Excel Using the #1 Salesforce Excel Connector

Work faster and more efficiently by leveraging the power of Excel for Salesforce reporting and data management.
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Top Rated Integration App for Excel with Salesforce

Excel and Salesforce integration is easy with CloudExtend Excel for the Salesforce platform. Create reports for Salesforce and work entirely in Excel. With 1-click, users can create new records, update records, or download records (using our data filter or your SOQL).

Whether you’re an admin managing Pricebooks or an account exec managing opportunities, CloudExtend will open your eyes to working outside the constraints of the Salesforce UI and enable you to be more productive. The integration app installs from the Microsoft Office store in seconds.

CloudExtend Excel for Salesforce can pay for itself with just one use.

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Turn Complex Excel to Salesforce Mass Updates Into 3 Easy Steps

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CloudExtend Excel for Salesforce Overview

CloudExtend Excel for Salesforce Installation

Building Templates to Map Salesforce to Excel

What Users Say About CloudExtend Excel for Salesforce

The use cases for this product are as plentiful as leaves on trees – new branches keep growing new shoots as you use the tool.

You can manipulate both parent and child records at the same time, curing typical admin headaches, such as updating contacts and accounts.

I’m not exaggerating when I say it took 5 minutes from the point of landing on the website product page, to getting Cloudextend plugged in. Sign in is through OAuth, and at once you have all your Salesforce data points at your fingertips!

Lucy Mazalon

Salesforce Ben

CloudExtend Excel for Salesforce is a must-have tool for any Salesforce user. Processes that used to take hours now only takes minutes to complete—saving me around 10 hours a week.

BRANDON BECK

SALESFORCE ADMINISTRATOR, EQUIAN

I can't say enough. If you are an Admin, you need this tool. Unreal support, super easy interface, incredible power, and fantastic group of people.

If I'd only know about CloudExtend Excel for Salesforce before. The amount of spent managing my data without this App would be staggering for anyone to know.

I needed support and it was off the charts. Funny enough, if Salesforce took a page out of anyone's book for how to work support, it's from these guys.

John Szczesniak

Sales Administrator, Murzan Processing Systems

"I wear multiple hats and CloudExtend makes my job easier"

Before CloudExtend, updating price lists was my biggest pain point. Being able to pull directly from SF into an excel spreadsheet, then plug in the new prices and update right from the excel spreadsheet, is like a dream!

I also enter in all of the leads from trade shows, and yes, using the data wizard within salesforce does work, but it's inevitable that I will forget to add a column for a needed field and having CloudExtend allows me to download the new leads, add the field and update that quickly, again, a dream!

Amy McKeown

Customer Support Manager, Hamar Laser Instruments, Inc

Celigo is great if you love Salesforce and Excel. It’s a power integration tool that allows you to make easy changes in bulk right inside Excel without navigating between programs. Customer Service is off the radar! As of now, there are a lot of advancements still to come but so far it has easily been a tool I can incorporate into my daily routine.

MEGAN JOCHIM

SALES OPERATIONS MANAGER, PEACHJAR, INC.

I highly recommend using CloudExtend Excel for Salesforce for any mass data manipulation in Salesforce. I've already saved hours of time and I've only just begun to use it! CloudExtend Excel was very easy to learn how to use. The tutorial was clear and there are plenty of online walk-throughs and videos if you need additional explanation. The functionality combined with the low price makes CloudExtend the easy choice for any Salesforce data manipulation needs!
Christian Schwarz

Continuous Improvement Manager, M&M Refrigeration

What CloudExtend Excel for Salesforce Does for You

Work faster and leverage the power of Excel for your Salesforce reporting and data management.

Eliminate the hassle of having to switch between apps.

Cut your Salesforce and Excel data sync from hours a week to a click of a button.

Use your pre-built Salesforce reports in Excel.

Increase Salesforce adoption and efficiency within 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
  • Isolate errors easily through color codes and resolve problem records quickly.
  • Execute reports and download data.
  • Insert, modify, upsert or delete data with a single click.
  • Perform mass updates.
  • Validate picklist data before syncing.
  • Join related records and view custom fields and picklists.
  • Build your own queries and download the intuitive wizard interface.
  • Create and update multiple Salesforce Objects.
    (such as Accounts/Contacts) simultaneously
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Pricing

 

 
Free Edition
$0
Personal Edition
$149

per user/year

Credit card Required
Billed Annually
Group Edition

5 user minimum

Calculate Your Price

  Get It Free START FREE TRIAL Contact Sales
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      
Support for Celigo import filter or write your SOQL to import data into Excel      
Cloud storage for templates      
Email, chat and phone support      
On Demand Training      
Enterprise billing (no credit card required)      
Licenses can be transferred amongst users      
Admin portal for license management      
Free Edition
$0
Get It Free
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
Support for Celigo import filter or write your SOQL to import data into Excel
Cloud storage for templates
Email, chat and phone support
On Demand Training
Enterprise billing (no credit card required)
Licenses can be transferred amongst users
Admin portal for license management
Personal Edition
$149
per user/year

Credit card Required
Billed Annually
START FREE TRIAL
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
Support for Celigo import filter or write your SOQL to import data into Excel
Cloud storage for templates
Email, chat and phone support
On Demand Training
Enterprise billing (no credit card required)
Licenses can be transferred amongst users
Admin portal for license management
Group Edition

5 user minimum

Calculate Your Price

Contact Sales
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
Support for Celigo import filter or write your SOQL to import data into Excel
Cloud storage for templates
Email, chat and phone support
On Demand Training
Enterprise billing (no credit card required)
Licenses can be transferred amongst users
Admin portal for license management

Learn more about CloudExtend Excel for Salesforce Connector

ON-DEMAND WEBINAR

This pre-recorded CloudExtend Excel for Salesforce webinar is designed to help you get the most out of your trial experience.

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BEGINNER’S GUIDE

Learn CloudExtend Excel basics and be a pro user in no time

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VIDEO TUTORIALS

See our video tutorials and learn how to make best of CloudExtend Excel

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