Access Live Salesforce Data 360 Data in Excel 365 Online (Excel for the web)

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect AI, you gain immediate access to Salesforce Data 360 data directly from within Excel. This access facilitates data analysis, collaborative work, calculations, and more. This article provides a step-by-step guide on connecting to Salesforce Data 360 within your Connect AI instance and accessing live Salesforce Data 360 data in Excel for the web spreadsheets, whether for viewing or updating purposes.

CData Connect AI provides a pure cloud-to-cloud interface for Salesforce Data 360, allowing you to easily access live Salesforce Data 360 data in Excel for the web. Simply use the Connect AI Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect AI pushes all supported query operations (filters, JOINs, etc) directly to Salesforce Data 360, leveraging server-side processing to quickly return Salesforce Data 360 data.

Configure Salesforce Data 360 Connectivity for Excel

Connectivity to Salesforce Data 360 from Excel is made possible through CData Connect AI. To work with Salesforce Data 360 data from Excel, we start by creating and configuring a Salesforce Data 360 connection.

1. Log into Connect AI, click Sources, and then click Add Connection

2. Select "Salesforce Data 360" from the Add Connection panel

3. Salesforce Data 360 uses OAuth to authenticate. Click "Sign in" to authenticate with Salesforce Data 360.
4. Navigate to the Permissions tab in the Add Salesforce Data 360 Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Salesforce Data 360 data from Excel for the web.

Access Live Salesforce Data 360 Data in Excel for the web

The steps below outline connecting to CData Connect AI from Excel to access live Salesforce Data 360 data.

1. Log into Excel, create a new sheet (or open an existing one).
2. Click Insert and click Office Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for CData Connect Spreadsheets Add-In and install the Add-in.
4. Click Data and open the CData Connect Spreadsheets Add-In.
5. In the Add-In panel, click Login or Sign-up to authenticate with your CData Connect AI instance
6. In the CData Connect Spreadsheets panel in Excel, click Import
7. Choose a Connection (e.g. SalesforceDataCloud1), Table (e.g. Account), and Columns to import
8. Optionally add Filters, Sorting, and a Limit
9. Click Execute to import the data

Live Access to Salesforce Data 360 Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Salesforce Data 360 data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.