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Conga X-Author for Excel | Microsoft Office & Excel Connector

By Conga

Work in Excel. Stay in Salesforce. Utilize the Power of Microsoft Office

Starting at $40   USD/user/month

Discounts available for nonprofits

Business Need
Productivity
Requires
Sales Cloud

X-Author for Excel by Conga is a Salesforce Excel Connector which can update opportunities, assign leads, create quotes, upload data & more. Users have the power of Microsoft Office inside Salesforce. Admins drive toward 100% Salesforce adoption.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
Microsoft Windows 7 Microsoft Windows 8 Microsoft Excel 2007 and up Microsoft .NET Framework 4.5 Microsoft Microsoft Visual Studio 2010 Tools for Office Runtime Microsoft Microsoft Office 2010 Primary Interop Assemblies

App Details

Version
Conga X-Author™ Enterprise/4.0.86 4.86.0
Listed On
06/25/2014
Latest Release
01/27/2025
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 10
Custom Tabs: 3
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English
Japanese

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 Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
4.78.0
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.
04/14/2021

Additional Details

Anything you can do in Salesforce you can now do faster & easier in Excel. • Create & update Salesforce records from Excel • Use Salesforce picklists in Excel • Adhere to all Salesforce rules, permissions & workflows • Use Excel analytics with live Salesforce data • Build logic & calculations in Excel & easily use results in Salesforce X-Author is the only solution that completely integrates Excel & Salesforce. Build your own Applications in minutes with point-and-click convenience – no coding necessary. Transform standalone Excel workbooks into enterprise applications, or create templates from scratch. • Enterprise: Control any number of Salesforce objects & processes in one workbook • Data Administration: Migrate and maintain data in record time • Presto: Run Excel formulas and macros in Salesforce • Excel Analytics: Deliver fully configured Excel reports & run analytics with ease X-Author Out-of-the-Box Applications are available for everyday needs, including: • Account Management • Opportunity Management • Campaign Management • Quoting in Excel Available to use with PCs, Mac computers, iPads and Google Sheets. This product was formerly Apttus X-Author.

Need help?

Conga

Houston, TX, United States

Standard: 12/5 live phone support, 48-hour response time, 24/7 online support access Additional Premium: >2 hour response time, 24x7 critical case hotline access, (5) 24x7 Conga online portal passes, optional dedicated Technical Account Manager

Support Phone(800)-409-3798
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