XL-Connector

Although it is very simple and efficient to store your data into the cloud, especially when it comes to important spreadsheets holding vital information, you also need to retrieve and edit it from time to time. Hence, you need a software utility that can achieve this in a few easy steps, while also allowing you to properly modify the data in Excel.

XL-Connector is a Microsoft Excel add-in designed to ease the process of transferring information from your Salesforce account to a spreadsheet document on your computer. Hence, you can quickly consult the information stored in the cloud, as well as modify it according to your preferences and upload it back.

As you might expect, in order to make use of its functions, you first need to have a Salesforce account, so that you can connect the application to your personal data files. Once you are connected, you can begin receiving information and inserting new values, as well as use the other, slightly more advanced features of the add-in.

One of the particularly useful functions of XL-Connector is its ability to analyze layouts, in order to provide you with information about the field visibility and where they are visible from. You can also generate VisualForce pages, which are based on specific object layouts, as well as view the field utilization status.

As far as the Excel integration is concerned, the add-in rests into a dedicated tab displayed on the application's navigation ribbon, where you can find all the related features and options. The retrieved data can be easily transformed into new spreadsheets and you can perform the basic insert, update and delete operations on any of the desired fields.

XL-Connector is a powerful and complete utility that can make your job considerably easier, thanks to its ability to retrieve every data bit from your Salesforce account. The tab it integrates into Excel is very intuitive and easy-to-use, with every function properly displayed and explained.