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XL-Connector is a powerful and popular plugin that seamlessly integrates Microsoft Excel with Salesforce.
It allows Salesforce admins to export, import, refresh, and transform data using a fast and secure API connection,
all within the familiar Excel environment.
Key Features:
Export data from Salesforce reports or custom SOQL queries directly into Excel Import and update Salesforce data from Excel with one click No row limits for data operations Use Excel tools such as formulas, charts, and pivot tables on Salesforce data Ideal for Salesforce data cleansing and transformation Bulk create, update, upsert, and delete Salesforce records Manage and merge duplicate Accounts, Contacts, and Leads (Enterprise edition) Perform large-scale Salesforce data migrations safely
Metadata Management:
Manage fields, validation rules, picklists, and processes Update security settings and custom metadata Perform tasks that normally take days in just minutes
Security & Usability:
Locally installed application (no cloud dependency) Data stays within your secure environment Encrypted direct connection between PC and Salesforce Intuitive and user-friendly interface with minimal learning curve
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XL-Connector is an essential tool for efficient Salesforce data and metadata management in Excel.
