Salesforce Data Cloud Integration
 

Excel Add-In for Salesforce Data Cloud

Read, Write, and Update Salesforce Data Cloud from Excel

The Salesforce Data Cloud Excel Add-In is a powerful tool that allows you to connect with live Salesforce Data Cloud data, directly from Microsoft Excel. Use Excel to read, write, and update Salesforce Data Cloud 0, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

Install the Add-In, configure your Salesforce Data Cloud connection, and go!


  download beta

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Your Salesforce Data Cloud , Your Way!

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

Direct Access To Live Salesforce Data Cloud From Excel

The Excel Add-In for Salesforce Data Cloud 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 the CData Salesforce Data Cloud Excel Add-In creates a dedicated toolbar in Excel, giving users instant access to Salesforce Data Cloud data for faster data analysis and reporting. 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 Data Cloud .

Salesforce Data Cloud With The Full Power of Excel

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

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

Frequent Salesforce Data Cloud Excel Connectivity questions

Common questions about integrating Salesforce Data Cloud with Microsoft Excel.


The Salesforce Data Cloud Excel Connector is fully integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click. Installing the Salesforce Data Cloud Excel Add-In 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 to any data source. Once the Salesforce Data Cloud Excel integration is configured, just select a table from Salesforce Data Cloud and the Excel Add-In will populate a new Excel sheet with live Data.

Configuring a Salesforce Data Cloud export to Excel is a thing of the past — no more downloading or copying & pasting to make sure you have the freshest data. The Salesforce Data Cloud Add-In provides live direct connectivity to Salesforce Data Cloud and does not require a Salesforce Data Cloud Excel export. Simply click the Refresh button from the Excel Salesforce Data Cloud plugin and the tool will download Salesforce Data Cloud to excel instantly.

Our integration enables live, bi-directional access to Salesforce Data Cloud data directly from Excel. Easily pull live data into your spreadsheet, make changes, and push updates back to Salesforce Data Cloud — all without leaving Excel. Edited cells are automatically highlighted to show differences from the source data. When ready, click the Update Rows button in the CData Add-In toolbar to sync your changes.

Absolutely. Free trials are available for all CData products. Your 30-day free trial of the Salesforce Data Cloud Excel Connector will begin as soon as you have downloaded the Salesforce Data Cloud Excel Add-In and completed the intallation process. The trial provides full, unrestricted access to all features and capabilities of the Salesforce Data Cloud Excel Connector.

Start your trial today: Salesforce Data Cloud Excel Add-In free download.

Popular Excel Videos:

Connecting to Live Data Directly from Microsoft Excel

Download the Salesforce Data Cloud Excel Add-In


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


  download beta