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.
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
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
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.
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