connect excel to salesforce

Celigo.com | CESF 3 ways to bring data from Salesforce to Excel

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There are three main ways to bring data from Salesforce to Excel: Salesforce Data Loaders: This is a free, standalone application that you can download from the Salesforce website. It allows you to export and import data between Salesforce and Excel, as well as other external data sources. To use Salesforce Data Loaders: Download and install … Read more

Celigo.com | Mapping Salesforce and Excel with Templates

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Learn the basics of creating CloudExtend Excel for Salesforce templates to define your field mappings between Excel and Salesforce.       Mapping Salesforce and Excel with templates can help you to save time and improve the accuracy of your data. Templates allow you to pre-define the relationship between the fields in Salesforce and Excel, … Read more