Connect Salesforce to Excel with Windsor.ai
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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
You should also read:
Templates for Salesforce and Excel
Integrating Excel and SalesForce has never been easier with Windsor.ai
See the value and return on every marketing touchpoint
Providing 50+ marketing data streams, we make sure that all the data we integrate is fresh and accessible by marketeers, whenever they want.
Spend less time on manual data loading and spreadsheets. Focus on delighting your customers.