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Get the Report →Access Live Salesforce Data in Excel for the Web (Excel 365/Online)
Connect to Salesforce data from Excel 365 Online (Excel for the web) with Connect Spreadsheets.
Looking for Connect Cloud instructions?
Your Connect Cloud account includes Connect Spreadsheets, so you can use the instructions below. You can expect minor differences when referencing the Connect Spreadsheet platform, but the principles still apply!
Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When combined with Connect Spreadsheets by CData, you gain immediate access to Salesforce data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Salesforce in Connect Spreadsheets and access and update live Salesforce data in Excel spreadsheets online.
Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.
About Salesforce Data Integration
Accessing and integrating live data from Salesforce has never been easier with CData. Customers rely on CData connectivity to:
- Access to custom entities and fields means Salesforce users get access to all of Salesforce.
- Create atomic and batch update operations.
- Read, write, update, and delete their Salesforce data.
- Leverage the latest Salesforce features and functionalities with support for SOAP API versions 30.0.
- See improved performance based on SOQL support to push complex queries down to Salesforce servers.
- Use SQL stored procedures to perform actions like creating, retrieving, aborting, and deleting jobs, uploading and downloading attachments and documents, and more.
Users frequently integrate Salesforce data with:
- other ERPs, marketing automation, HCMs, and more.
- preferred data tools like Power BI, Tableau, Looker, and more.
- databases and data warehouses.
For more information on how CData solutions work with Salesforce, check out our Salesforce integration page.
Getting Started
This setup requires a Connect Spreadsheets instance and the Connect Spreadsheets Add-In for Excel. To get started, sign up a free trial of Connect Spreadsheets and install the free Connect Spreadsheets Excel Add-In.
Configure Salesforce Connectivity for Excel
Connectivity to Salesforce from Excel is made possible through Connect Spreadsheets . To work with Salesforce data from Excel, we start by creating and configuring a Salesforce connection.
- Log into Connect Spreadsheets, click Connections and click Add Connection
- Select "Salesforce" from the Add Connection panel
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Enter the necessary authentication properties to connect to Salesforce.
There are several authentication methods available for connecting to Salesforce: Login, OAuth, and SSO. The Login method requires you to have the username, password, and security token of the user.
If you do not have access to the username and password or do not wish to require them, you can use OAuth authentication.
SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and TokenUrl connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the help documentation for more information.
- Click Create & Test
With the connection configured, you are ready to connect to Salesforce data from Excel for the web.
Access Live Salesforce Data in Excel for the web
The steps below outline connecting to Connect Spreadsheets from Excel to access live Salesforce data.
- Log into Excel, create a new sheet (or open an existing one).
- Click Insert and click Office Add-ins. (If you have already installed the Add-In, jump to step 4.)
- Search for Connect Spreadsheets and click "Get it now" to install the Add-in.
- Back in Excel, open the Data ribbon select and click the Connect Spreadsheets "Get Data" button.
- In the Add-In panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account
- In the Connect Spreadsheets panel in Excel, click Import
- Choose a Connection (e.g. Salesforce1), Table (e.g. Account), and Columns to import
- Optionally add Filters, Sorting, and a Limit
- Click Execute to import the data
Update Salesforce Data from Excel
In addition to viewing Salesforce data in Excel, Connect Spreadsheets also lets you update and delete Salesforce data. Begin by importing data (as described above).
- Update any cell or cells with changes you want to push to Salesforce
- In the Connect Spreadsheets Add-In panel, select Update
- Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
- Click Execute to push the updates to Salesforce
A notification will appear when the update is complete
Live Access to Salesforce Data from Spreadsheets
New, you have a direct, cloud-to-cloud connection to live Salesforce data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.
Try Connect Spreadsheets and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your spreadsheet apps.