XL-Connector 3.7.34

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Free Download XL-Connector 3.7.34 | 309.3 Mb
XL-Connector is an Excel-based Salesforce integration tool for importing, exporting, refreshing, transforming, and managing Salesforce data directly from a familiar spreadsheet environment. It provides Salesforce administrators with tools for handling data and metadata without leaving Excel.
The software connects Excel with Salesforce through an API connection and supports both individual and bulk data operations. Users can retrieve information through existing Salesforce reports or custom SOQL queries, work with the data using Excel features such as formulas, charts, and pivot tables, and send modified information back to Salesforce.

Software Overview

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XL-Connector provides a practical interface for Salesforce data management within Excel. Data can be exported from Salesforce reports or retrieved through SOQL queries, then transformed and analyzed using standard Excel functionality before being imported back into Salesforce.
The application also supports bulk operations for Salesforce records and provides tools for data migration, duplicate management, and record deletion. Salesforce administrators can additionally manage metadata such as fields, validation rules, processes, picklists, security settings, and custom metadata.
Key Features

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• Export Salesforce data from existing reports directly into Excel.
  
• Build SOQL queries in Excel to retrieve Salesforce data.
  
• Import and update Salesforce data from Excel.
  
• Use Excel formulas, charts, and pivot tables with Salesforce data.
  
• Perform Salesforce data operations without row limits.
  
• Create, update, and upsert Salesforce records in bulk.
  
• Manage opportunities, accounts, leads, quotes, and other Salesforce objects.
  
• Merge Salesforce Accounts, Contacts, and Leads in bulk with the Enterprise Admin edition.
  
• Delete Salesforce records in bulk.
  
• Support large-scale Salesforce data migration.
  
• Manage Salesforce fields, validation rules, processes, picklists, and security settings.
  
• Manage custom metadata and other Salesforce metadata through Excel.
  
• Update field descriptions and help text through metadata management tools.
  
• Work through a locally installed application without a cloud component.
  
• Transfer data directly between the local computer and the Salesforce instance through an encrypted connection.
  

Why Choose XL-Connector

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XL-Connector is designed for Salesforce administrators and teams that rely heavily on Excel for data preparation, analysis, cleansing, and bulk management. Bringing Salesforce operations into Excel allows users to work with familiar spreadsheet tools while maintaining a direct connection to their Salesforce environment.
The metadata management capabilities also make the software useful for administrative tasks that would otherwise require extensive manual work. Bulk record operations and migration tools provide additional support for maintaining larger Salesforce environments.
System Requirements

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The source article does not provide specific system requirements.
Home Page

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Product Information

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• Software Name: XL-Connector
  
• Version: 3.7.34
  
• Languages: English
  
• License type: Full Version
  
• File Size: 309.3 Mb
  

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