Seamless Secure Data Management
CloudExtend Excel for Salesforce (formerly SmartClient) is a secure (oAuth 2.0) and powerful Excel based data loader for Salesforce with advanced query and reporting capability.
CloudExtend Excel for Salesforce can pay for itself with just one use.
What CloudExtend Excel for Salesforce Does for You
Intelligent Data Mapping
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
View your pre-built Salesforce reports in Excel
Increase Salesforce adoption and efficiency within your organization
Eliminate multiple CSV uploads by resolving errors in Excel
Manage Your Salesforce Data 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, view custom fields and picklists
- Create and update multiple Salesforce Objects
(such as Accounts/Contacts) simultaneously
Watch CloudExtend Excel for Salesforce In Action
CloudExtend Excel for Salesforce Overview
CloudExtend Excel for Salesforce Installation
Building Templates to map Salesforce to Excel
Equian saves over 40+ hours a month using CloudExtend Excel
- Hours Saved Monthly
- Point-and-Click Updates
- Make Changes in Excel
Brandon Beck, Salesforce Administrator at Equian, was spending hours every week manually consolidating data from twenty-five different Salesforce reports that were imported into multiple Excel files. Beck’s team also spent significant time updating Opportunities, Leads, Contacts, and Accounts in Salesforce.
“When I found Celigo’s CloudExtend Excel for Salesforce, it was the exact tool that I was looking for to pull data into Excel and push data back into Salesforce,” remarked Beck.
For his weekly sales report, Beck now leverages CloudExtend’s template capabilities. Instead of consolidating multiple Salesforce reports into a single worksheet, he can automatically populate his Excel template with data from multiple Salesforce objects—taking just minutes to create the report.
Data cleansing and record updates have also become a breeze. With Salesforce picklist objects available directly within Excel, Beck can just point-and-click to perform mass updates directly within Excel. Once he is done, he just clicks “Update” and changes are sent to Salesforce. If errors occur, Beck can easily correct the errors in Excel and in just one click re-upload the data into Salesforce—without leaving Excel.
Turn Complex Mass Updates Into 3 Easy Steps
- Access to online community
- Technical support
- Works with Mac and Windows
- Cloud storage for templates
- Compatible with Excel 2016 and higher
- Connect to one production and 9 sandbox accounts
Learn more about CloudExtend Excel
New to CloudExtend Excel for Salesforce or just have some questions? Sign up for the weekly workshop.
2:00 PM EST / 11:00 AM PST
This pre-recorded CloudExtend Excel for Salesforce webinar is designed to help you get the most out of your trial experience.
Learn CloudExtend Excel basics and be a pro user in no time
See our video tutorials and learn how to make best of CloudExtend Excel