AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Enabler4Excel Free

Work with your Salesforce data directly from Microsoft Excel

Overview

  • Works with Professional, Group Edition, and up.

  • Pull a Salesforce report right from Microsoft Excel Display Salesforce information in Excel in a familiar fashion - preserving pick lists, multiple pick lists, and pick list dependencies.

XL-Connector connects your Excel spreadsheet right to your Salesforce.com database instance. - Pull records from the database using a custom SOQL query - Run your reports directly in Excel The paid version of this add-in will let you easily run mass data updates/creates and use a large set of administrator tools.

Categories

Business Needs
Integration
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Lightning Ready

More from

  • Calculate advanced Excel models. Generate Excel documents or Word documents based on record-level and related data. All with a single click in a Salesforce record page.
  • Work in Excel Online with Salesforce data. Import, export, bulk update, and schedule refresh in OneDrive or SharePoint. Start a 14-day trial.
  • Install now at no cost and dive straight into managing your Salesforce data within the intuitive Google Sheets interface you already know. Automatic scheduled updates for SFDC reports inside Sheets and a lot more.
  • Create Google Data Studio reports and dashboards based on your Salesforce data.
  • Work with Salesforce data directly in Excel. Import, export, bulk update records, run SOQL queries, and streamline repeatable data tasks.