Product Description

XL-Connector provides tools to pull data from Salesforce, work on it in Excel, and push it back with one click – no CSV files, no hassle, and you have all the amazing tools of Excel right at your fingertips: pivot tables, charts, formulae, lookups, etc. Getting fresh data from Salesforce.com is even easier – just click “Refresh” and it gets updated instantly! You can now make your changes to the data, and once done, send your modified data back to Salesforce in one click. And if you have several logins, XL-Connector keeps them for you so switching between accounts is easy. There’s no limit as to how many Salesforce.com orgs you can connect to. Once installed, go to XL-Connector tab in your Excel ribbon, log in with your Salesforce ID and click “Reports”. It took us longer to type that sentence up than to have your real-life data appear on your screen in a familiar Excel UI.