Connect Salesforce to Excel with Windsor.ai
Finally, all your marketing data from Salesforce available in Excel
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.
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
you need to select Salesforce as Data Source and Grant Access to Windsor.ai.
The Salesforce connector allows working with fields and custom objects.
Additional information can be found in our documentation.
In this case Select Excel As A Data Destination
Create a new Excel Spreadsheet
Head to the Data tab and click on From Web
In the URL box paste the link as shown below:
Click on Load
If you would like to explore other templates and integrations, please visit our template gallery.
You should also read:
Templates for Salesforce and Excel
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