Salesforce Excel Connector

salesforce excel ocnnect

Analyze Your Metrics from Salesforce in Excel

Connect Salesforce to Excel in 2023

It is very simple to connect Salesforce to Excel, it can be done in a fast and easy manner with


First step:

You need to select Salesforce as Data Source and Grant Access to

Salesforce Onboarding Screen


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


How much time do I need to create a Salesforce and Excel integration?’s user-friendly interface allows you to create integrations in less than 9 minutes.


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Salesforce metrics and dimensions available for streaming into Excel

Extract Salesforce data to Excel with

See the value and return on every marketing touchpoint

data warehouse

Providing 70+ marketing data streams, we make sure that all the data we integrate is fresh and accessible by marketers, whenever they want.


Spend less time on manual data loading and spreadsheets. Focus on delighting your customers.

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