Excel Add-In for Salesforce Data 360
Connect to live Salesforce Data 360 from Excel
The Salesforce Data 360 Excel Add-In is a powerful tool that allows you to connect with live Salesforce Data 360 data, directly from Microsoft Excel. Use Excel to read Salesforce Data 360 DataGraph, DataLakeObject, DataModelObjects, CalculatedInsights, etc. Perfect for mass imports / exports, data cleansing & de-duplication, Excel based data analysis, and more!
Install the Add-In, configure your Salesforce Data 360 connection, and go!
Your Salesforce Data 360 , your way!
The Excel Add-In for Salesforce Data 360 provides the easiest way to connect with Salesforce Data 360 . Users simply supply their credentials via the connection wizard to create a connection and can immediately begin working with live Salesforce Data 360 tables of data. The Excel Add-In is completely self-contained; no additional software installation is required.
Access Salesforce Data 360 data directly from Excel
Direct Access
Direct access to live Salesforce Data 360 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.
Setup
Easy-to-use, straightforward configuration
- Install the Add-In
- Login with user & password
- Select tables
Installing the CData Salesforce Data 360 Excel Add-In creates a dedicated toolbar in Excel, giving users instant access to Salesforce Data 360 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.
Data Selection
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 360 .
Data Analysis
Salesforce Data 360 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.
FAQs
Frequent Salesforce Data 360 Excel connectivity questions
Common questions about integrating Salesforce Data 360 with Microsoft Excel.
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Download the Salesforce Data 360 Excel Add-In
Building custom dashboards & reports that connect with live Salesforce Data 360 data has never been easier. Download the CData Excel Add-In for Salesforce Data 360 now, and get connected.