Connect Salesforce to Excel with Windsor.ai

salesforce

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excel

Finally, all your marketing data from Salesforce available in Excel

About Salesforce

Salesforce is a customer relationship management software. It allows companies to store all information about their customers in a central place. It contains information about leads, opportunities, transactions and support tickets. It allows customization, which allows companies to tailor their Salesforce instance for their specific needs.

About Excel

Excel, developed by Microsoft, provides spreadsheet functionality for business users. It’s most commonly used features include calculations, pivot tables, charts and it’s programming language called Visual Basic.

More information about Microsoft Excel

First step:

you need to select Salesforce as Data Source and Grant Access to Windsor.ai.

Additional information

The Salesforce connector allows working with fields and custom objects.

Additional information can be found in our documentation.

Second Step:

In this case Select Excel As A Data Destination


Third step:

Create a new Excel Spreadsheet

Fourth Step:

Head to the Data tab and click on From Web

In the URL box paste the link as shown below:

Fifth Step:

Click on Load

If you would like to explore other templates and integrations, please visit our template gallery.

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Templates for Salesforce and Excel

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