Top-Rated Integration App for Managing Salesforce Data in Excel
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.
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. It 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
Work Smarter
Leverage the power of Excel for your Salesforce reporting and data management, including performing mass updates.
Improve Sales Processes
See and manage all of your open opportunities and activities in Excel. Process changes in bulk such as adding notes, changing close dates, next steps, and more.
Faster Data Entry & Updates
Bypass the Salesforce UI for faster data entry and updates from Excel, whether it is one record or thousands. Not just for Pricebooks (supports all objects, including custom objects).
Work Faster
Insert, modify, upsert or delete Salesforce data with a single click and eliminate CSV importer and Dataloader.
Instant Information
Build reports in Excel or retrieve data using a wizard-driven interface (or your own SoQL), modify it, and even update Salesforce if desired. Access your reports directly from Excel.
Improve Data Integrity
Save time and isolate errors easily through color codes and resolve problem records quickly.
Make Users Happy
Increase Salesforce utilization, adoption, and efficiency within your organization.
Intuitive Validation
Join related records and view custom fields and picklists. Validate picklist data before syncing.
Take It For A Spin
Build your own queries and download the intuitive wizard interface. Execute reports and download data.
Thousands of Customers Rely on CloudExtend Every Day
“We’re using CloudExtend every day. I couldn’t do my job without it. CloudExtend is Excel-friendly and saves us hours upon hours. Switching to it was a no-brainer.”
Steffen Lewis
IT Director
C.L. Services
Start a Trial
When you start a trial you will receive an email to help
get you started with CloudExtend Excel for Salesforce.
It will help you:
1.
Install
CloudExtend
2.
Get Started
with Videos
3.
Explore the
Knowledgebase
Learn More about CloudExtend Excel for Salesforce
DATASHEET
Download the CloudExtend Excel for Salesforce datasheet.
BEGINNER’S GUIDE
Learn CloudExtend basics and be a pro user in no time.
VIDEO TUTORIALS
Watch this video tutorial to get the most value from CloudExtend Excel for Salesforce.
CASE STUDY
Learn how C.L. Services leveraged CloudExtend to increase productivity by 75%.
CloudExtend Excel for Salesforce Pricing
FREE EDITION
$0
per month
- Import Salesforce data into Excel using Salesforce reports
- Works with Mac and Windows
- Compatible with Excel 2016 and Higher
- Access to all documentation
PERSONAL EDITION
$149
per user/year
- ALL FREE FEATURES +
- 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
MOST POPULAR
GROUP EDITION
5 user minimum
- ALL FREE & PERSONAL FEATURES +
- Admin Portal for License Management
- Enterprise billing (no credit card required)
- Licenses can be transferred amongst users
CloudExtend Excel for Salesforce Features by Pricing Plan
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Leverage existing Salesforce capabilities to get important data into Excel for analysis |
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CloudExtend Excel for Salesforce works with Mac and Windows platforms |
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CloudExtend Excel for Salesforce works best with the most recent versions of Excel |
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CloudExtend allows users on the Free, Personal, and Group editions to access all documentation |
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Using the Personal or Group edition, CloudExtend provides the ability to access and edit Salesforce records right from Excel |
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The Personal and Group editions offer support for Celigo’s import filter or the flexibility to write the SOQL you need to get data imported |
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CloudExtend offers cloud storage for all of your templates in the Personal and Group editions |
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Additional support options beyond documentation are available in the Personal and Group editions |
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In the Group edition, a centralized portal for license management is available to admins |
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In the Group edition, centralized billing via invoice is offered |
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Licenses can be easily transferred between users in the Group edition |
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