Manage your Salesforce data
in real time –
entirely within Excel

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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.


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What Users Say

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

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.


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

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Watch CloudExtend Excel for Salesforce In Action

CloudExtend Excel for Salesforce Overview

CloudExtend Excel for Salesforce Installation

Building Templates To Map Salesforce To Excel

Case Study

Result

Equian saves over 40+ hours a month using CloudExtend Excel
for Salesforce

  • Hours Saved Monthly
  • Point-and-Click Updates
  • Make Changes in Excel

Challenge

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.

Solution

“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

Before

After

Pricing

CloudExtend Excel

Personal Edition

  • 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

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