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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

Highlights

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.

Provider Details

Xappex LLC
Las Vegas, NV 89117
Founded
2013
Website
Email
Phone
248-986-7533

At Xappex, we don't just develop software; we transform the way you interact with your Salesforce data. With the trust of thousands of enterprises worldwide, our cutting-edge admin tools seamlessly integrate Salesforce with Excel and Google Sheets, ensuring that your data management is not only efficient but also intuitive. Empower your team with Xappex. Dive into a world where time-saving meets powerful Salesforce data management. Discover the Xappex difference. Visit our website today.

Pricing Details

Freemium

You can use this limited solution for free, but must pay to increase usage, users, or features. Discounts available for nonprofits.

Mass Insert/Update/Upsert, automatic data import/export, and all admin functions are free for the first 14 days and then require a license.

The first license is free for any non profit! All subsequent licenses are half off!

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