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Free Download XL-Connector 3.7.44 | 12 Mb
XL-Connector is an Excel plugin for connecting Microsoft Excel with Salesforce, allowing users to export, import, refresh, transform, and manage Salesforce data directly from a familiar spreadsheet environment. It is designed for Salesforce administrators who need to work with data and metadata while using Excel-based tools and workflows.
The plugin supports bulk data operations, Salesforce data cleansing, duplicate record management, data migration, and metadata administration. Users can work with Salesforce records in Excel and use features such as formulas, pivot tables, and charts before sending changes back to Salesforce.
Software Overview
XL-Connector provides a direct connection between Excel and Salesforce for data management tasks. Users can retrieve information from existing Salesforce reports or create SOQL queries directly in Excel, then modify and transform the resulting data before importing it back into Salesforce.
The plugin also provides tools for managing Salesforce metadata, including fields, validation rules, processes, picklists, security settings, and custom metadata. It is installed locally and connects directly between the user's PC and Salesforce instance.
Key Features
- Salesforce to Excel Export: Export data from Salesforce reports or retrieve data using custom SOQL queries directly in Excel.
- Excel to Salesforce Import: Manage and transform Salesforce data in Excel and send changes back to Salesforce.
- Excel Data Tools: Work with Salesforce data using Excel features such as pivot tables, charts, and formulas.
- Bulk Data Operations: Perform bulk data operations without row limits according to the source information.
- Data Cleansing: Use Excel-based workflows to help clean and organize Salesforce data.
- Metadata Management: Manage Salesforce fields, validation rules, processes, picklists, security settings, custom metadata, and other metadata elements.
- Bulk Create and Update: Mass create, update, and upsert Salesforce objects such as opportunities, accounts, leads, and quotes.
- Duplicate Management: Merge Salesforce Accounts, Contacts, and Leads in bulk. This feature is available in the Enterprise Admin edition.
- Bulk Deletion: Delete Salesforce records in bulk to help maintain current data.
- Data Migration: Migrate large amounts of Salesforce data using XL-Connector.
- Local Installation: Operate as a locally installed application without a cloud component.
- Secure Data Connection: Transfer data directly between the local PC and Salesforce instance through a secure encrypted connection.
- User Interface: Provides a familiar interface designed to reduce the learning curve for Salesforce administrators.
Why Choose XL-Connector
XL-Connector combines Salesforce data and metadata management with the familiar tools available in Microsoft Excel. It allows administrators to perform bulk operations, transform records, manage duplicates, migrate data, and modify metadata without leaving the spreadsheet environment.
The locally installed architecture keeps the application within the user's environment, with data traveling directly between the PC and Salesforce instance rather than through a cloud component.
System Requirements
System requirements are not provided in the source article.
Frequently Asked Questions
What is XL-Connector used for?
XL-Connector is used to connect Excel with Salesforce for importing, exporting, transforming, refreshing, and managing Salesforce data and metadata.
Can XL-Connector export Salesforce data to Excel?
Yes. Users can retrieve data from existing Salesforce reports or create SOQL queries directly in Excel.
Can XL-Connector import Excel data into Salesforce?
Yes. Users can manage and transform data in Excel and send it back to Salesforce.
Does XL-Connector support Salesforce metadata management?
Yes. The source information lists tools for managing fields, validation rules, processes, picklists, security settings, custom metadata, and other metadata elements.
Can XL-Connector perform bulk Salesforce operations?
Yes. It supports bulk creation, updates, upserts, deletions, duplicate merging, and data migration operations.
Home Page
https://www.xappex.com/
Product Information
- Software Name: XL-Connector
- Version: 3.7.44
- Languages: English
- License type: Full Version
- File Size: 12 Mb
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