Connect Excel to Salesforce Using Add-In

Devart Excel Add-in for Salesforce allows you to connect Microsoft Excel to Salesforce, quickly and easily load data from Salesforce to Excel, instantly refresh data in an Excel workbook from Salesforce, edit these data, and update Salesforce from Excel. It enables you to work with Salesforce contacts, accounts, opportunities, leads, users, attachments, tasks, and other objects like with usual Excel worksheets, easily perform data cleansing and de-duplication, and apply all the Excel's powerful data processing and analysis capabilities to these data.

Connect to Salesforce Directly from Excel

To connect Excel to Salesforce you may either use Web Login feature (OAuth) of our add-in and sign in to Salesforce or specify your Salesforce environment to connect to, user ID, password, and security token.

Connection information may optionally be stored in the Excel file, or you may reenter it whenever necessary.

Manage Excel Connections to Salesforce

In addition to storing Salesforce connection in the Excel file, you can also store Salesforce connections in the registry on your computer. This allows you to quickly reuse previously configured connections to link Salesforce to Excel. All you need is to select a connection in the list.

You may store connections on your computer independently from storing them in the Excel file. Thus, you can reuse them on your computer and have your Excel connected to Salesforce even if you want to share Excel files with Salesforce data without sharing connection parameters.

Use Query Builder or SQL to Import Data You Need

Visual Query Builder allows you to choose a table to import data from, select the columns from this table and related tables, and set filter conditions and data ordering options visually. If you need to select data more precisely, you can use SQL to select data you need.

Devart Excel Add-in for Salesforce provides advanced SQL support for Salesforce, and allows you to use much more complex queries than with native SOQL.

Before finally importing data you can preview data and verify the query in a Data Preview window.

Instantly Refresh Data Whenever You Need

It's very convenient to always have fresh data from Salesforce right in your workbook. Imagine, you have performed data analysis in your Excel workbook, built some charts for your Salesforce data, and you can re-read data from the source and update all this to the current state by just clicking a button on the ribbon whenever you need.

Edit Salesforce Data Like Usual Excel Spreadsheets

To edit Salesforce data in Excel you need just to click the Edit Mode button on the ribbon before editing, and then you can edit data just like you usually do it - add or delete rows, modify cell values, etc. All the changes are highlighted so you can easily see which data is changed.

After you finish editing, simply click Commit to write changes to Salesforce or Rollback to cancel changes.

Instant Data Validation

Devart Excel Add-in for Salesforce instantly validates entered data and highlights errors, such as incorrect dates, duplicate primary key values, etc.

Other Excel Add-ins for CRMs

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