Once you are connected, you can begin receiving information and inserting new values, as well as use the other, slightly more advanced features of the add-in. Hence, you can quickly consult the information stored in the cloud, as well as modify it according to your preferences and upload it back.Īs you might expect, in order to make use of its functions, you first need to have a Salesforce account, so that you can connect the application to your personal data files. XL-Connector is a Microsoft Excel add-in designed to ease the process of transferring information from your Salesforce account to a spreadsheet document on your computer. Retrieve data from your Salesforce account

Hence, you need a software utility that can achieve this in a few easy steps, while also allowing you to properly modify the data in Excel. Although it is very simple and efficient to store your data into the cloud, especially when it comes to important spreadsheets holding vital information, you also need to retrieve and edit it from time to time.

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