Software →XL-Connector 3.7.23

Software Overview

XL-Connector provides tools for managing Salesforce data directly through Excel. Users can retrieve information from existing Salesforce reports or create custom SOQL queries to extract specific records for analysis and processing.
The application allows users to prepare and transform data in Excel before sending it back to Salesforce. It supports bulk operations for creating, updating, upserting, and managing Salesforce objects without traditional row limitations.
XL-Connector also includes Salesforce metadata management capabilities, enabling administrators to handle fields, validation rules, processes, picklists, security settings, custom metadata, and other configuration elements from within Excel.

Key Features

• Connect Excel directly with Salesforce data.
  
• Export Salesforce records into Excel worksheets.
  
• Import and update Salesforce data from Excel.
  
• Build SOQL queries directly inside Excel.
  
• Use Excel formulas, charts, and pivot tables with Salesforce data.
  
• Perform bulk create, update, and upsert operations.
  
• Manage Salesforce duplicate records in bulk.
  
• Delete Salesforce records in bulk when required.
  
• Support Salesforce data migration workflows.
  
• Manage Salesforce metadata including fields and validation rules.
  
• Work through a locally installed application with encrypted communication.
  

Why Choose XL-Connector

XL-Connector provides Salesforce users with a practical way to manage business data through Excel-based workflows. It helps administrators and teams handle large-scale data operations while reducing the need for manual Salesforce record management.
The plugin is suitable for organizations that rely on Salesforce and require flexible tools for data preparation, maintenance, migration, and administration.

System Requirements

Microsoft Excel and Salesforce environment

Home Page

https://www.xappex.com/

Product Information

• Software Name: XL-Connector
  
• Version: 3.7.23
  
• Languages: English
  
• License type: Full Version
  
• File Size: 309.3 Mb