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?

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

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

Overview

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.

1 of 1

See How Conga X-Author for Excel | Microsoft Office & Excel Connector Works

  • Use Excel as a Salesforce UI for an infinite amount of use cases: opportunity forecasts, forms, grids for any object, territory re-assignments, compliance forms, data migration between orgs, multi-worksheet processes, risk assessments, import/export data

  • Use unlimited related and unrelated standard or custom objects simultaneously to create, retrieve, update, delete and upsert data across an infinite number of Microsoft Excel worksheets for a powerful data loader.

  • Formats include lists, parent-child (n-tier), matrices, transpositions and forms. Name lookups are resolved automatically with no need for IDs in most cases. Use existing Excel workbooks, Excel templates or start fresh in new Excel documents.

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.

Categories

Business Needs
Productivity
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

More from Conga

  • Conga Composer Salesforce Connector | document generation for anyone, anywhere
    by Conga
    Automatically generate your most critical company documents, such as proposals and quotes, contracts, bills and invoices, and customer communications documents using pre-built or customized templates automatically populated with data from any source.
    Sales ProductivityDocument Generation

  • Conga Contracts for Salesforce
    by Conga
    Simplify and accelerate the entire contract lifecycle. Close deals faster with automated contract creation, controlled negotiations, eSignatures, and streamlined reporting. Benefit from a CLM built for you to create, negotiate, approve, store and manage.
    Contract ManagementSales Productivity

  • Conga Orchestrate | Supercharged Workflow Automation
    by Conga
    Build, run, visualize, and analyze longer-running, multi-person workflows using Conga's process automation engine. Create complex processes to orchestrate handoffs between team work and automation.
    ProductivityCollaboration

  • Conga CLM | Contract Lifecycle Management
    by Conga
    Conga CLM is an AI-powered, scalable solution that automates contract creation, negotiation, and execution. Built on the Conga Revenue Lifecycle Platform, it boosts compliance, visibility, and speed to help teams close deals faster and reduce risk.
    Contract ManagementSales Productivity

  • Conga Approvals
    by Conga
    App by Conga CPQ, Contract Management, Subscription Billing, & Invoices. Conga Approvals significantly extends Salesforce Approvals by providing enterprise-class automation, control and ease of use
    Admin & Developer Tools

  • Conga Grid | Simplify data management
    by Conga
    Conga's powerful grid solution makes data management in Salesforce easy. Conga Grid saves you time and increases adoption with inline editing, batch actions and mass updating. Improve efficiency with clean data and boost pipeline management with insights
    ProductivityAnalytics

  • Conga Advantage CPQ (Configure Price Quote)
    by Conga
    Built for enterprises that are digitally transforming their revenue operations, Conga's award-winning predictive CPQ solution empowers sales, partners & customers to configure complex products & services, deliver accurate quotes and create smarter deals
    Quotes & Orders

  • Conga Billing and Subscription Management
    by Conga
    Conga Billing Management & Subscription generates accurate invoices directly from latest orders & contracts, including invoices for subscriptions, professional services, hard goods & usage-based services with a single view of actual/projected invoices.
    Finance