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XL-Connector 3.7.14 | 309.3 Mb
XL-Connector is an Excel add-in designed to integrate directly with Salesforce, enabling seamless data exchange between spreadsheets and CRM systems. It provides a fast and secure connection that allows users to export, import, refresh, and transform Salesforce data without leaving the Excel environment.
This tool is widely used by Salesforce administrators and analysts who need to manage large volumes of CRM data efficiently. It eliminates manual data handling by allowing direct interaction with Salesforce objects using familiar Excel features such as formulas, pivot tables, and charts.
XL-Connector is also equipped with advanced data management and metadata tools, helping users perform bulk updates, cleanups, and migrations with improved accuracy and speed. Its workflow is designed to reduce repetitive tasks and enhance productivity in Salesforce administration.
Key Features:
- Direct integration between Excel and Salesforce
- Export Salesforce data using reports or SOQL queries
- Import and update records directly from Excel
- Supports bulk data operations (create, update, upsert)
- Salesforce metadata management tools included
- Data cleansing and transformation inside Excel
- Duplicate record detection and merging
- Bulk deletion of Salesforce records
- Secure local connection without cloud dependency
- Supports pivot tables, charts, and Excel formulas
- Fast API-based data synchronization
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