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Excel Merge

By Xappex LLC

Work Excel Magic on your Salesforce Data without Leaving Salesforce!

Free  

Never requires payment

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Industries
Financial Services
Healthcare & Life Sciences
High Tech
Business Need
Productivity
Analytics
Accounting
Requires
Sales Cloud
Service Cloud
Platform Cloud
Health Cloud
Compatible With
Sales Cloud
Service Cloud
Platform 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.

Compatibility

Requires
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 With
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

App Details

Version
Excel Merge/June 2026 1.139.0
Listed On
01/06/2020
Latest Release
06/17/2026
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.
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
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: 2
Custom Tabs: 1
Custom Apps: 0
Lightning Components
Global: 10
App Builder: 2
Community Builder: 0
Languages
English

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.
1.132.0
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.
06/26/2025

Additional Details

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.

Need help?

Xappex LLC

Las Vegas, NV 89117

Support Phone248-986-7533
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