XL-Connector 3.7.21

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XL-Connector 3.7.21 | 11.8 Mb

XL-Connector is an Excel-based integration tool designed to connect Microsoft Excel with Salesforce for data management tasks. It allows users to import, export, synchronize, and transform Salesforce data directly within the familiar Excel environment.

The software is designed for Salesforce administrators, analysts, and business teams that need to manage large amounts of CRM data efficiently. By combining Excel functionality with Salesforce connectivity, users can work with reports, queries, records, and metadata without switching between multiple platforms.

XL-Connector provides tools for bulk data operations, Salesforce record management, and metadata administration. It helps simplify workflows such as data migration, cleansing, updating records, and maintaining Salesforce information through a secure local connection.

Key Features:

• Connect Excel directly with Salesforce data
  
• Export Salesforce reports and query results into Excel
  
• Import and update Salesforce records from Excel
  
• Support for bulk create, update, and upsert operations
  
• Perform data transformation using Excel formulas, charts, and pivot tables
  
• Manage Salesforce duplicate records in bulk
  
• Bulk delete Salesforce records when required
  
• Support Salesforce data migration workflows
  
• Metadata management tools for Salesforce administrators
  
• Manage fields, validation rules, processes, picklists, and security settings
  
• Local installation with secure encrypted data communication
  
• User-friendly Excel-based interface
  

System Requirements:

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