XL-Connector | Salesforce Excel Integration and Data Management

Highlights

• Mass Create/Update opportunities, accounts, leads, quotes and other SFDC objects.
• Display Salesforce information in Excel in a familiar fashion - preserving pick lists, multiple pick lists, and pick list dependencies.
  And now with Office for Mac and Office Online support.
• Easily fetch data using Salesforce.com SOQL (zero coding involved).
• Efficiently merge Accounts, Contacts, and Leads in bulk (available in the Enterprise Admin edition).
• Enjoy the flexibility to work offline and synchronize once online.
• Access a wide variety of metadata management tools that enable management of such things as fields, validation rules, processes, picklists, security settings, and much more.

What XL-Connector | Salesforce Excel Integration and Data Management does

THE PERFECT COMPANION FOR YOUR SALESFORCE.COM DATA MANAGEMENT

Microsoft Excel's versatility in data management is unparalleled. It’s a powerhouse for data modification, representation, and reporting. Pairing this with Salesforce seems like a no-brainer, and that’s where XL-Connector comes in. This data loader integrates the best of both worlds, allowing you to retrieve data from Salesforce, refine it in Excel, and then sync it back — all without the fuss of CSV files. You can harness Excel’s robust features like pivot tables, charts, formulas, and lookups seamlessly.

MAXIMIZE PRODUCTIVITY WITH FAST UPDATES AND DATA INTEGRATION

Our community of users have experienced heightened efficiency and have reported the following staggering time savings and ease of use.

Simplify your data management journey with us!

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