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Recent Salesforce Excel Articles

Work with Salesforce in MS Excel on Mac OS X

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

Explore Geographical Relationships in Salesforce Pardot with Power Map

Create data visualizations with Salesforce Pardot in Power Map.

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.

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.

Author and Share Power BI Reports on Real-Time Salesforce

Use the CData ODBC Driver for Salesforce to visualize Salesforce & Force.com in Power BI Desktop and then upload to the Power BI service.

Import and Visualize Salesforce in Power View

Create data visualizations based on Salesforce & Force.com 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.

Edit and Search External Excel Objects in Salesforce Connect

Use CData Connect Server to securely provide OData feeds of Microsoft Excel to smart devices and cloud-based applications. Use the CData Connect and Salesforce Connect to create Excel objects that you can access from apps and the dashboard.

Import Salesforce Data into Microsoft Power Query

The CData API Server offers standards-based web service endpoints that allow a variety of applications to get data from Salesforce. These endpoints expose data as OData, RSS, HTML, CSV, ATOM, SOAP, JSON, JSONP, and TSV. In this article, we will use the CSV format to import Salesforce data into Microsoft Power Query.

Work with Salesforce Pardot in MS Excel on Mac OS X

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