Analyze Your Metrics from Salesforce in Excel
About Salesforce
About 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 Windsor.ai.
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
How much time do I need to create a Salesforce and Excel integration?
Windsor.ai’s user-friendly interface allows you to create integrations in less than 9 minutes.
Try Windsor.ai today
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Salesforce metrics and dimensions available for streaming into Excel
Extract Salesforce data to Excel with Windsor.ai
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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.
