Excel Add-In for Salesforce

Giới Thiệu · Excel Add-In for Salesforce

Use Excel to read, write, and update Leads, Contacts, Opportunities, Accounts, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more! Users simply supply their credentials via the connection wizard to create a connection and can immediately begin working with live Salesforce & Force.com tables of data. *Key Features: -The Excel Add-In is completely self-contained; no additional software installation is required. -The Excel Add-In for Salesforce is integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click. -Modify and delete Records. -Quickly export and backup data. -Operate on data with Charts and Pivot Tables. -Bi-directional access to live data. *Easy-To-Use, Straightforward Configuration: -Install the Add-In -Login with User & Password -Select Tables Installing any of the Excel Add-Ins creates a new CData data access toolbar in Excel that users can access to connect to remote data. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection. Once the data connection is configured, just specify the table and the Excel Add-In will populate a new Excel sheet with live Salesforce & Force.com Data.