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Excel 2 Salesforce
Excel 2 Salesforce: Effortlessly Import Excel Data into Salesforce
- Industries
- Horizontal Product
- Business Need
- Enterprise Resource PlanningQuotes & OrdersData Management
- Requires
- Sales Cloud
- Compatible With
- Experience CloudMarketing Cloud EngagementFinancial Services Cloud
Import large volumes of Excel data into Salesforce easily with Excel2Salesforce. Users with a non-Salesforce license can also use the import tool. Handles data loading asynchronously. Say goodbye to manual data entry and hello to increased productivity!
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Seems great bu does not work to import Opportunity line items
We tried to use the component to import opportunity line items but the fields created with custom metadata types never showed up in the component.
A Must-Have Tool for Anyone Using Excel and Salesforce – And It’s FREE!
If you’re looking for a simple and efficient way to manage your data between Excel and Salesforce, this app is a game-changer—and best of all, it’s completely free! I’m not exactly tech-savvy, so I was worried this would be complicated. But it’s so simple! The app is easy to set up, and you don’t need to be an expert to get it running. You can easily import your data from Excel to Salesforce with just a few clicks. We’ve been able to let our customers import order items directly from our Community site into Salesforce without any headaches. This saves us tons of time and ensures no orders are missed or incorrectly entered. Our customers are happier because everything’s more accurate and streamlined now.