Explore apps for invoice automationIntegrate CRM with CLM solutions
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?
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.
Rating
Reputation
MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 4 of 4 Reviews
Allowing Upload & Update would make it truely magical!
Works exactly as expected however this allows only the export of info. Additional functionality of import & update could make it an AMAZING tool.
Clever extension of Salesforce
Does exactly what he says. Easy to install, simple to set up, and expands capabilities where Salesforce is weak. For instance in one of my use case, Excel's layout functions allow to design nice quotes from Quote, and invoices from Opportunities, then generate manually at will in one click of a button. On top of that, runs also with the Professional Edition.
Good but not Excellent
This helps to generate current and parent records via using the template but not Child records. Is there is any way to achieve the following requirement? I want to get all contacts details related to an account using the Get XL File button. Thanks
Hi Suraj, Great news! In the latest release of this package, we've introduced the ability to pull related lists from SFDC records. The syntax to be used for data is (for example): {{OpportunityLineItems.Quantity}}, {{OpportunityContactRoles.Contact.Name}} You'll need to have the headers in pre-populated in the Excel template.
Using this together with XL-Connector is best
But you can also have it as a stand-alone solution for generation of Excel spreadsheets based on record-level data and a previously prepared template.
Thank you for your review Ariel! This app is only one side of the whole solution. You can in fact import data from an Excel sheet and do much more if you install the other part of it on the Excel side: XL-Connector (https://www.xappex.com/xl-connector/) Furthermore, you can build XL-Connector flows into Excel templates that you can later upload to SFDC to be used by the Mail Merge package. The resulting solution will let you do complex Salesforce data loading and data analyzing tasks with a single click of a button.