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Recent Salesforce Excel Articles

Replicate Excel Online for Use in Salesforce Connect

Replicate Microsoft Excel Online to a PostgreSQL database on Heroku and connect it to Salesforce using Salesforce Connect.

Use the CData ODBC Driver for Salesforce Pardot from SharePoint Excel Services

This article demonstrates how to use the CData ODBC Driver for Salesforce Pardot to connect to Salesforce Pardot from Excel in on-premises editions of SharePoint. This technique allows SharePoint users to create reports, scorecards, and dashboards featuring Salesforce Pardot in Excel.

Replicate SharePoint Excel Services for Use in Salesforce Connect

Replicate SharePoint Excel Services to a PostgreSQL database on Heroku and connect it to Salesforce using Salesforce Connect.

Import and Visualize Salesforce Pardot in Power View

Create data visualizations based on Salesforce Pardot in Excel.

Use the CData ODBC Driver for Salesforce Marketing from SharePoint Excel Services

This article demonstrates how to use the CData ODBC Driver for Salesforce Marketing to connect to Salesforce Marketing Cloud from Excel in on-premises editions of SharePoint. This technique allows SharePoint users to create reports, scorecards, and dashboards featuring Salesforce Marketing Cloud in Excel.

Use the CData ODBC Driver for Salesforce in Microsoft Power Query

You can use the CData Salesforce ODBC Driver with Microsoft Power Query. In this article, you will use the ODBC driver to import Salesforce & Force.com into Microsoft Power Query.

Transfer Data from Excel to Salesforce Pardot

This article explains how to transfer data from Excel to Salesforce Pardot using the Excel Add-In for Salesforce Pardot.

Work with Salesforce Marketing in MS Excel on Mac OS X

Create a Data Source Name in iODBC with the CData ODBC Driver for Salesforce Marketing and work with Salesforce Marketing Cloud in Microsoft Excel on Mac OS X.

Replicate Excel for Use in Salesforce Connect

Replicate Microsoft Excel to a PostgreSQL database on Heroku and connect it to Salesforce using Salesforce Connect.

Import and Visualize Salesforce Marketing in Power View

Create data visualizations based on Salesforce Marketing Cloud in Excel.

Explore Geographical Relationships in Salesforce with Power Map

Create data visualizations with Salesforce & Force.com in Power Map.

Use the CData ODBC Driver for Salesforce Marketing in Microsoft Power Query

You can use the CData Salesforce Marketing ODBC Driver with Microsoft Power Query. In this article, you will use the ODBC driver to import Salesforce Marketing Cloud into Microsoft Power Query.

Transfer Data from Excel to Salesforce

This article explains how to transfer data from Excel to Salesforce using the Excel Add-In for Salesforce.

Work with Salesforce in MS Excel on Mac OS X

Create a Data Source Name in iODBC with the CData ODBC Driver for Salesforce and work with Salesforce & Force.com in Microsoft Excel on Mac OS X.