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Excel Merge
Work Excel Magic on your Salesforce Data without Leaving Salesforce!
- Industries
- Financial ServicesHealthcare & Life SciencesHigh Tech
- Business Need
- ProductivityAnalyticsAccounting
- Requires
- Sales CloudService CloudPlatform CloudHealth Cloud
- Compatible With
- Sales CloudService CloudPlatform Cloud
Calculate advanced Excel models. Generate Excel documents or Word documents based on record-level and related data. All with a single click in a Salesforce record page.
Highlights
Run complex Excel models in Sharepoint and upload the results back to Salesforce with a single click of a button on a record page.
Populate cells in an Excel spreadsheet with values from your record fields as well as from any parent or child relationship.
Dynamically fill an Excel template with child object related lists on any record.
Provider Details
Xappex LLC
Las Vegas, NV 89117
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
Free
You can fully use this solution without payment.