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Connect Excel to Salesforce Marketing
Read, Write, and Update Salesforce Marketing Cloud Data from Excel
Connect with live Salesforce Marketing Cloud data directly from Microsoft Excel. The free Excel Add-In for CData Connect Spreadsheets gives you real-time access to Salesforce Marketing Cloud data, right from the Excel tool bar.
Install the Add-In, configure your Salesforce Marketing connection, and go!
Get The Excel Add-In Now
Other Salesforce Drivers
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Salesforce Pardot
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Salesforce Data Cloud
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Discover What's Possible with Your Salesforce Marketing Data in Excel
Say Farewell to Copy/Paste
Real-time, seamless access to data removes the burden of manual data entry in Excel.
Never Rely on Stale Data
Work with live data in Online, Windows, and Mac editions of Excel to create up-to-date reports.
Point and Click Configuration
Integrate data and manage connections with no code or special skills required.
Secure Access and Encryption
Securely govern your data with specific user permissions and built-in TLS / SSL data encryption.
Real-Time Access to Salesforce Marketing Data from Excel
Get Started with Salesforce Marketing in 3 Simple Steps:
- Install the Excel Add-In - After installation look for the CData Connect Spreadsheets button on the Excel Ribbon.
- Configure your Salesforce Marketing Connection - Click on the Connect Spreadsheets add-in from within Excel to setup an account and configure a connection to Salesforce Marketing.
- Run your first query - Select any Salesforce Marketing data that you want to access. All data is exposed as standard tables and data views. You can even write custom queries with SQL to filter and join data.
Automate Your Workflow
Spend less time copying, pasting, and importing data. Build custom reports and dashboards with automatic refreshes (hourly, daily, weekly, monthly) for real-time insights.
Bring Data to Life in Excel
Bring your Salesforce Marketing data into Excel for up-to-date insights with Connect Spreadsheets. Easily combine that information with data from other sources in Excel to form a complete picture of the customer journey.
Salesforce Marketing Reporting, Analysis, & Data Manipulation
Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!
- Modify and delete records and push updates back to Salesforce Marketing
- Quickly export and backup data.
- Operate on data with Charts and Pivot Tables.
Frequent Salesforce Marketing Excel Connectivity questions
Common questions about integrating Salesforce Marketing with Microsoft Excel.
How do I connect Salesforce Marketing to Excel?
The best way to integrate Salesforce Marketing with Excel is by using the CData Connect Spreadsheets Excel Add-In. The Salesforce Marketing Excel Connector provides easy Salesforce Marketing Excel integration directly from Desktop, Mac, or Web (Excel 365). Simply configure your connection to Salesforce Marketing from the easy-to-use cloud interface, and access Salesforce Marketing just like you would another native Excel data source.
Can I export Salesforce Marketing to Excel?
Configuring a Salesforce Marketing export to Excel is a thing of the past — no more downloading or copying & pasting to make sure you have the freshest data. CData Connect Spreadsheets Excel Add-In provides live direct connectivity to Salesforce Marketing and does not require a Salesforce Marketing Excel export. Instead, simply click the Refresh button from the Excel Salesforce Marketing plugin toolbar and the tool will download Salesforce Marketing to excel instantly. You can even schedule refreshes to export from Salesforce Marketing to Excel automatically, so your Excel reporting is always fresh and up to date when you need it.
Is it possible to edit Salesforce Marketing data from Excel?
Our integration enables live, bi-directional access to Salesforce Marketing data directly from Excel. Easily pull live data into your spreadsheet, make changes, and push updates back to Salesforce Marketing — 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. For the CData Connect Spreadsheets Excel Add-In all accounts start on a 15-day free trial of the unlimited Pro plan. The Pro plan includes unlimited access to all of the powerful features and capabilities of the platform. After the 15-day trial period, you have the option to purchase the product and continue at the Pro level, or your account will be automatically downgraded to the Forever-Free plan. You can continue to use the free plan indefinitely, but wou will be limited to 5,000 records per query, 1 user, 3 data sources, and 50 total queries per month.
Start your trial today: Salesforce Marketing Excel Add-In free download.
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Get the Excel Add-In for Salesforce Marketing
Building custom dashboards & reports that connect with live Salesforce Marketing data has never been easier. Get the CData Excel Add-In for Salesforce Marketing Cloud now, and get connected.
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