Why you Need a Salesforce Excel Connector!
A Salesforce Excel Connector’s first and most important advantage is that it can help you import and export data between Salesforce and Excel spreadsheets. This valuable data flow functionality is essential for keeping your business spreadsheets up-to-date with the latest information so that you can conduct accurate data analysis. An added bonus is that when you generate your reports with data that is managed by an Excel Connector Salesforce tool, you get to use the Excel interface that you are already familiar with.
A reliable Salesforce to Excel Connector tool will integrate with your customer relationship management (CRM) platform and Microsoft Excel. Let’s look at a few other advantages for choosing your future connector to make the most out of your Excel spreadsheets and Salesforce data.
1. Up-to-date Data Calculations
Microsoft is a familiar product that is trusted for working with large volumes of data. When you decide to integrate Microsoft Excel into Salesforce, you get to take your data to the next level before transferring it to your CRM platform. For example, you can continue to carry out complex calculations, clean your Salesforce data with formatting options, and other various operations provided by Microsoft Excel before syncing it to Salesforce.
Manipulating your Microsoft Excel data the way you want means that your data in Salesforce will be organized, accurate, and ready for your reports.
2. Multiple Data Updates in Salesforce
With a Salesforce connector for Excel, you can make bulk edits to your Salesforce records from Microsoft Excel. This functionality is helpful when you need to make many changes in Microsoft Excel. You can rest assured that with a Salesforce Excel data connector, you can push those multiple changes to Salesforce so that you do not have to make individual manual data entries into Salesforce.
You can now save time and eliminate manual data entry errors such as copy-pasting, overwriting, or typo mistakes.
3. Offline Data Entry
A Salesforce Excel Connector can help you when you have to sync Microsoft Excel data to Salesforce and you do not have an internet connection. This functionality empowers your staff to continue working on tasks in “offline” mode, and the edits will be pushed to Salesforce when an internet connection has been restored.
This feature helps many staff who work in the field rather than in an office. Employees affected by power outages or remote workers who do not have stable internet connections also benefit from an offline mode feature. It allows your business operations to keep moving along and reduces delays to project deadlines, which is common when staff lose time on work if they are not connected to the internet.
Who Provides an Excel Salesforce Connector?
Suppose your business works with Salesforce and Microsoft Excel daily. In that case, you can see how important it is to find an Excel Salesforce Connector from the three benefits mentioned above. There are many third-party tools that can help you integrate Microsoft Excel and Salesforce to work and sync your data seamlessly. Let’s take a look at a few options:
1. Microsoft | Power Query
Power Query is a feature from Microsoft that lets your staff connect to many different data sources, such as Salesforce. When integrated, you can use Power Query to pull data from Salesforce objects into Microsoft Excel. This helpful functionality can help you build your custom reports quickly and accurately.
2. Third-Party Software | Excel Add-ins
You could choose third-party software to connect Salesforce and Microsoft Excel. You might prefer a third-party solution as they often come with extra features that can enhance your Microsoft Excel data, such as reporting, querying, and analysis tools for Salesforce.
3. Titan: Microsoft Excel Add-in
There are many add-ins in the market, but not all are trustworthy. We suggest you try Titan’s Microsoft Excel add-in that helps your business generate documents and spreadsheets with data pulled directly from Salesforce in real time. Your staff can use Titan to generate, work with, and save spreadsheets with no code in Salesforce or any other external service you choose. Titan is a certified Microsoft partner and official third-party Salesforce tool that offers 100% integration into your CRM.
Salesforce & Excel Plugin Options
Are you looking for a Salesforce and Microsoft Excel plugin as well? There are a few that can help you streamline your Salesforce data entry processes by reducing manual efforts. Let’s take a look at three top options other than Power Query and Titan:
1. Salesforce Excel Add-in
Salesforce provides an add-in to connect your Salesforce data with Microsoft Excel. The advantage is that you can easily import, export, and update your Salesforce records from Microsoft Excel. The Salesforce Excel add-in offers simple integration options, but you can use Salesforce data in Microsoft Excel. Many users install the Salesforce Excel add-in to create new records or update existing records in Salesforce while working directly in Microsoft Excel.
Make sure to check out force.com for an Excel connector and other robust applications.
2. Aprika Quoter
Aprika Quoter offers a plugin that is a popular choice for businesses with complex quoting and sales processes. Firstly, it integrates with Salesforce and Microsoft Excel, the number one priority. Still, it also provides added features to help create templates for quotes, proposals, and contracts directly in Microsoft Excel. Aprika Quoter is a solid plugin option if your business meets these requirements.
If you are looking for an advanced integration for Microsoft Excel and Salesforce, then XL-Connector could be your option. This plugin lets your staff work with Salesforce data in Excel to query or update Salesforce records in bulk. The XL-Connector Salesforce plugin is a good option for your business if your teams spend much time cleaning, manipulating, and working with data in Microsoft Excel. The plugin additionally offers data validation and dynamic filtering features for your data if you need them. Find it on the Salesforce AppExchange.
A few questions from the Titan community that could help you in your search for an Excel connector for Salesforce:
Is there a Salesforce connector for Excel?
Yes! Salesforce provides an Excel add-in to sync data between Microsoft Excel and Salesforce.
What is the best Excel connector for Salesforce?
In our opinion, that would be Titan’s Microsoft Excel add-in that helps your business generate documents and spreadsheets with data pulled directly from Salesforce in real time.
Is Salesforce Excel Connector free?
You can download the Salesforce Excel Connector and use the 30-day free trial.
Finding ways to work faster and smarter with your data is crucial for streamlining your business operations, making informed decisions, and closing deals more quickly. Connect your Salesforce data to Microsoft Excel with one of the plugins or add-ins for enhanced data management discussed in this article.
But before you do, remember that if you want more than just a Microsoft and Salesforce integration, you can rely on Titan. Titan is a certified Microsoft partner, allowing your business to create seamless templates with the addon for MS Excel for Salesforce document generation.
Transform your business with Titan to give your company the option of seamless document generation with valid XLSX files from Salesforce. But go beyond and create custom docs, forms, apps, e-signatures, and surveys with Titan’s full suite of enterprise applications designed to integrate seamlessly with Salesforce data across your entire organization.
We hope to see you soon!
Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.