Salesforce
 

Excel Add-In for Salesforce

Read, Write, and Update Salesforce Data from Excel

The Salesforce Excel Add-In is a powerful tool that allows you to connect with live Salesforce account data, directly from Microsoft Excel. Use Excel to read, write, and update Leads, Contacts, Opportunities, Accounts, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

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Your Salesforce Data, Your Way!

The Excel Add-In for Salesforce provides the easiest way to connect with Salesforce & Force.com data. Users simply supply their credentials via the connection wizard to create a connection and can immediately begin working with live Salesforce & Force.com tables of data. The Excel Add-In is completely self-contained; no additional software installation is required.

Bi-Directional Access To Live Salesforce & Force.com Data From Excel

The Excel Add-In for Salesforce is integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click.

Easy-To-Use, Straightforward Configuration:

  1. Install the Add-In
  2. Login with User & Password
  3. Select Tables

Installing any of the Excel Add-Ins creates a new CData data access toolbar in Excel that users can access to connect to remote data. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection.

Select Tables and Columns

Once the data connection is configured, just specify the table and the Excel Add-In will populate a new Excel sheet with live Salesforce & Force.com Data.

Salesforce & Force.com Data With The Full Power of Excel

Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

  • Modify and delete Records.
  • Quickly export and backup data.
  • Operate on data with Charts and Pivot Tables.

Popular Excel Videos:

Connecting to Live Data Directly from Microsoft Excel


Download the Salesforce Excel Add-In


Building custom dashboards & reports that connect with live Salesforce data has never been easier. Download the CData Excel Add-In for Salesforce now, and get connected.


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