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XL-Connector | Salesforce Excel Integration and Data Management

Manage your Salesforce data and metadata directly from Excel

Overview

Work with Salesforce data directly in Excel. Import, export, bulk update records, run SOQL queries, and streamline repeatable data tasks.

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See How XL-Connector | Salesforce Excel Integration and Data Management Works

  • Mass Create/Update opportunities, accounts, leads, quotes and other SFDC objects.

  • Display Salesforce information in Excel in a familiar fashion - preserving pick lists, multiple pick lists, and pick list dependencies. And now with Office for Mac and Office Online support.

  • Easily fetch data using Salesforce.com SOQL (zero coding involved).

  • Efficiently merge Accounts, Contacts, and Leads in bulk (available in the Enterprise Admin edition).

  • Enjoy the flexibility to work offline and synchronize once online.

  • Access a wide variety of metadata management tools that enable management of such things as fields, validation rules, processes, picklists, security settings, and much more.

THE PERFECT COMPANION FOR YOUR SALESFORCE.COM DATA MANAGEMENT Microsoft Excel's versatility in data management is unparalleled. It’s a powerhouse for data modification, representation, and reporting. Pairing this with Salesforce seems like a no-brainer, and that’s where XL-Connector comes in. This data loader integrates the best of both worlds, allowing you to retrieve data from Salesforce, refine it in Excel, and then sync it back — all without the fuss of CSV files. You can harness Excel’s robust features like pivot tables, charts, formulas, and lookups seamlessly. MAXIMIZE PRODUCTIVITY WITH FAST UPDATES AND DATA INTEGRATION Our community of users have experienced heightened efficiency and have reported the following staggering time savings and ease of use. Simplify your data management journey with us!

Categories

Business Needs
Admin & Developer Tools
Data Management
Data Cleansing
Industries
Financial Services
Healthcare & Life Sciences
High Tech
Personas
Administrator
Data Professional
Sales Representative / Manager
Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield

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