CloudExtend Excel for Salesforce Data Management
CloudExtend ExtendInsights Excel for Salesforce is the simplest tool for mass data management. • Connect to production and multiple sandbox accounts • Supports both Windows and Mac (Excel 2016+), Excel Online • Supports all standard and custom objects • Retrieve specific sets of records based on desired search criteria • In-built query builder for building simple to complex SOQL queries to retrieve data using custom search • Easily insert/update record details using lookup feature • Save all your search/insert criteria in re-usable templates • Provides real-time error messages and validations Whether you’re an Admin managing Price Books or an Account Exec managing Opportunities, CloudExtend enables you to get more done, faster.
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Quickbooks Online By Tally Integrations
Tally brings QuickBooks Online billing, accounts receivable and payment management directly into Salesforce. Sales, finance and operations teams automate accounting transactions, collect or record payments and track balances without leaving Salesforce. BILLING AUTOMATION Create QuickBooks invoices, estimates, sales receipts, purchase orders, bills, refunds and recurring invoices. Use Salesforce Flow to generate transactions automatically, such as invoicing when an opportunity closes. ACCOUNTS RECEIVABLE Track open, paid, partially paid and overdue invoices, record full, partial or multi-invoice payments, send reminders and download invoice PDFs. PAYMENTS Accept credit card and ACH payments, and record cash, check, wire and external payments, individually or through Flow automation. SYNC Keep QuickBooks Online and Salesforce synchronized across customers, products, invoices, estimates, sales receipts, purchase orders, payments, balances, classes, tax rates and statuses. A Product Sync Health dashboard tracks products. Tally is more than a QuickBooks connector. It is a Salesforce billing, payment, receivables and accounting automation platform for QuickBooks Online.
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