Excel Add-In for Salesforce Data 360
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 360 connection, and go!
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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.
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.
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.
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 .
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.
Frequent Salesforce Data 360 Excel Connectivity questions
Common questions about integrating Salesforce Data 360 with Microsoft Excel.
How do I connect Salesforce Data 360 to Excel?
The Salesforce Data 360 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 360 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 360 Excel integration is configured, just select a table from Salesforce Data 360 and the Excel Add-In will populate a new Excel sheet with live Data.
Can I export Salesforce Data 360 to Excel?
Configuring a Salesforce Data 360 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 360 Add-In provides live direct connectivity to Salesforce Data 360 and does not require a Salesforce Data 360 Excel export. Simply click the Refresh button from the Excel Salesforce Data 360 plugin and the tool will download Salesforce Data 360 to excel instantly.
Is it possible to edit Salesforce Data 360 data from Excel?
Our integration enables live, bi-directional access to Salesforce Data 360 data directly from Excel. Easily pull live data into your spreadsheet, make changes, and push updates back to Salesforce Data 360 — 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.
Is there a free trial available?
Absolutely. Free trials are available for all CData products. Your 30-day free trial of the Salesforce Data 360 Excel Connector will begin as soon as you have downloaded the Salesforce Data 360 Excel Add-In and completed the intallation process. The trial provides full, unrestricted access to all features and capabilities of the Salesforce Data 360 Excel Connector.
Start your trial today: Salesforce Data 360 Excel Add-In free download.
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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 Cloud now, and get connected.