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Excel Merge

Work Excel Magic on your Salesforce Data without Leaving Salesforce!

Overview

  • 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.

This package enables two distinct functions: 1. Upload and attach one or several Excel spreadsheets to any object in Salesforce. Then populate that Excel spreadsheet with record-level data and download it from the record level of any object using a Classic layout button, Lightning Action, a VisualForce page, or a Lightning component. If any spreadsheet cell has {{Field_Name}} in it – it will be populated with the value of the corresponding field on the record you are downloading the spreadsheet from. The spreadsheet can also be populated with child object related lists and parent record field values. 2. You'll be able to link any custom or standard object in Salesforce to an Excel workbook stored in Sharepoint and launch mass data operations (e.g. pull a report, run an SOQL query, insert Contact records) and Excel calculations with a single click of a button on the record Lightning Page.

Categories

Business Needs
Productivity
Analytics
Accounting
Industries
Financial Services
Healthcare & Life Sciences
High Tech
Personas
Business User
Data Analyst
Data Professional
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.
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Service Cloud
Platform Cloud
Health Cloud
Compatible Salesforce Products
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
Essentials
Supported Languages
English

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