Discover the power of data synchronization with our step-by-step guide on connecting Salesforce and Excel. Unleash the full potential of your CRM and streamline data management effortlessly. This comprehensive guide walks you through the integration process, enabling smooth data exchange between Salesforce and Excel. From data importing and exporting to automating updates, empower your team with valuable insights for better decision-making and increased productivity. Know more here: https://www.awsquality.com/detail-guide-on-salesforce-integration-with-excel/

1. CONNECTING
SALESFORCE AND
EXCEL
A STEP-BY-STEP
INTEGRATION GUIDE
AwsQuality

2. INTRODUCTION
Salesforce is a multifunctional and highly customizable
CRM platform millions of people use to manage complex
business processes and increase the productivity of sales,
customer service, and marketing teams, among other
things. The most popular cloud-based CRM platform is
Salesforce. It keeps track of your leads, customers,
vendors, sales and invoices, and contact information,
among other things. Getting usable insights from this data
often necessitates combining it with other data and
importing it all from Salesforce into a BI tool.

3. INTRODUCTION
Microsoft Excel is a spreadsheet program that is very
familiar and comfortable for many users worldwide.
Sometimes, working with data in Excel worksheets is
much better and more accessible than working with data
in the native UI of a cloud app. Most of us are familiar
with Excel, the most basic BI tool. The method for
Salesforce ETL using the Salesforce Excel Connector
Office 365 and its limitations and challenges will be
discussed in this post.

4. HOW TO USE THE
SALESFORCE EXCEL
CONNECTOR
Open Excel and select Data > New query
> Other sources from the Data Tab
STEP 1
Next, choose Salesforce objects from the drop-down menu.
Select one of the two options: Production or Custom. If
prompted, enter your Salesforce credentials.
STEP 2
Navigator allows users to select SF
objects OR load to a table or
create a connection using the
“Load To” option.
STEP 3

5. YOU’LL HAVE TWO
CHOICES HERE
Create a new table if you simply want to copy data and perform some
Excel calculations. This new table will contain all of the data
snapshots taken from SF at the time of the snapshot.
WELCOME MESSAGE
01
Create a connection if you want to load the most recently updated data
from SF and create graphs/calculations on it. A connection will get you
the most recent data whenever you access SF. As a result, your graph
will be drawn from the most recent data retrieved from Salesforce.
ABOUT US
02

6. LIMITATIONS
To use Excel Connector XLA with most
versions of MS Office, you must first install
Force.com Office Toolkit and then Excel
Connector XLA.
Excel and other MS Office tools, such as
Access and PowerPoint, use an ODBC Driver to
connect to Salesforce, and you’ll need API
access enabled on your Salesforce account for
that driver to work.
Excel and Access have a maximum size limit,
so if your Salesforce data is significant or your
Salesforce objects are large, Excel to
Salesforce Integration may be unable to
accommodate them.

7. LIMITATIONS
In this case, linking to the data rather than
importing it may be slower due to the lack of
advanced Pipeline capabilities in these tools.
However, if your data volume is small and
your data does not change frequently, the
above approach will suffice.
However, you’ll need an ETL tool if you want
to combine data from multiple sources and
use it to get a complete picture of what’s
going on.
You’ll also need a modern BI tool to get a
bird’s eye view of your processes and
formulate the best strategy moving forward.

8. IS IT POSSIBLE
TO IMPORT
DATA FROM
EXCEL INTO
SALESFORCE?
On the other hand, Salesforce is a widely used
CRM, and users want to access Salesforce data in
Excel for various reasons. Excel offers a variety of
options for importing data into spreadsheets, and
using the Progress Data Direct Salesforce ODBC
driver is one of the simplest.

9. WHAT MAKES
SALESFORCE
SUPERIOR TO
EXCEL?
Salesforce Integration with Excel allows you to
take advantage of your data and provide a
customer portal where your customers can access
their information and service records. Customer
experience is improved with customized page
layouts, field-level security, personalized logos,
and user profiles.

10. IS EXCEL A GOOD
CRM TOOL?
Only a CRM can provide this level of functionality.
Despite its many advantages, running your
business solely on Excel has drawbacks. As a
result, savvy business owners prefer to use a CRM
instead. They understand that as their company
expands, they’ll need a solution that boosts sales
and improves the customer experience.
ORIGINAL CONTENT
https://www.awsquality.com/detail-guide-on-
salesforce-integration-with-excel/

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WATCHING
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