Integrate Salesforce with Microsoft Excel

Salesforce is a cloud-based CRM system developed by Salesforce.com. On the other hand, Microsoft Excel is a spreadsheet program developed by Microsoft. It integrates all the functions in one very convenient software. It is used widely in business and personal use. With the integration of both, businesses are able to work more effectively and efficiently. This article will focus on what integration between Salesforce and Microsoft Excel is, and how it can benefit both companies and customers.

Integration of Salesforce and Microsoft Excel gives the user or company access to data from multiple sources in a single application or interface. This can be very beneficial for businesses as they are able to pull all the customer data from Salesforce in their spreadsheet for easy analysis. There are two ways that you can integrate Salesforce with Microsoft Excel – through Google Apps Script or through Salesforce lightning connector (Salesforce’s official way to connect your app.

Google Apps Script is an add-on for Google Drive. This allows you to create your own tops for handling your spreadsheets. You can even create macros to automate tasks like emailing when a spreadsheet is opened, or adding a row when a new file is created. However, this would require an intermediate knowledge of programming as it relies on JavaScript. So while it is easier to integrate Salesforce with Microsoft Excel using this method, only advanced users should attempt it.

The second way which is more straightforward and user-friendly is through the Salesforce lightning connector. It is available on the AppExchange and once installed can be accessed through Salesforce’s Visualforce page, which allows you to build custom interfaces to pull data from Salesforce into your spreadsheets on Google Sheets. Using the lightning connector, you are able to do things like; insert custom cpumns for a specific object in your spreadsheet, filter records displayed in the spreadsheet, and send data from your spreadsheet back to Salesforce. It also has a downloadable version, which you can use offline or schedule data processing at specific times.

With the combination of these two powerful software, businesses are able to manage their data more effectively and efficiently. At first this may seem like a difficult task, however with a little help from Google Apps Script or the Salesforce lightning connector, integration between Salesforce and Microsoft Excel becomes a lot easier than you think. It can save time and money by making everything much more efficient.

The process to integrate Salesforce and Microsoft Excel may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.