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XL-Connector | Salesforce Excel Integration and Data Management

By Xappex LLC

Manage your Salesforce data and metadata directly from Excel

Freemium  

Payment required to increase usage, users, or features. Discounts available for nonprofits.

Industries
Financial Services
Healthcare & Life Sciences
High Tech
Business Need
Admin & Developer Tools
Data Management
Data Cleansing
Requires
Sales Cloud
Service Cloud
Data Cloud
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

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

  • How to export Salesforce data to Excel with XL-Connector

  • How to import data to Salesforce from Excel with XL-Connector

  • Filling Gaps in your data with Query Rows - XL-Connector

  • How To Mass Update Salesforce Data from Excel with XL-Connector

  • How to upsert Salesforce data from Excel with XL Connector

  • How to mass delete Salesforce records in Excel with XL-Connector

  • Updating records in Salesforce

  • Using XL-Connector

  • Creating dynamic queries

  • Pulling and refreshing multiple tables in the same sheet

  • Creating new records in Salesforce.com with XL-Connector

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Data Cloud
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Platform Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
Microsoft Windows XP, Windows 7, Windows 8, Windows 8.1, Windows 10, Windows 11; 32 and 64 bit. Microsoft Excel 2007 and up, 32 and 64 bit

App Details

Listed On
11/07/2013
Supported 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
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
11/07/2013

Additional Details

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!

Need help?

Xappex LLC

Las Vegas, NV 89117

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