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The Merits of Excel Integration With Salesforce Many enterprises are finding it important to adopt Salesforce Excel integration when the need to leverage the best aspects of the two disparate software platforms. The good news is that Salesforce Excel connection is not difficult to implement for your business to start taking advantage of integration right away. Below are some of the ways Excel integration with Salesforce can benefit your business: Convenience and Efficiency When you’ve installed both Salesforce and Excel in your system, using the two software solutions separately can be very tricky and wasteful. Since you’re deploying the systems to capture, process, or view similar customer data, harmonizing them is very sensible. With harmonization, Salesforce and Excel share data, improving the convenience and efficiency of data handling.
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Salesforce Excel integration involves the use of a client application that introduces the capacity to transfer customer data from your Salesforce platform without the need to access Salesforce itself. This helps enhance the efficiency of handling records kept in a Salesforce system. You may not only retrieve Salesforce data using Excel, but also manipulate it any desired manner.
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Mass Transfer of Data Excel integration with Salesforce also brings the capability of mass transfer of customer records, which is a very desirable in data processing. That eliminates the need to enter data manually in Excel or Salesforce when it exists in either of the platforms. Harmonized Data Updates Salesforce may be a Customer Relations Management (CRM) solution, and Excel a spreadsheet application, the two can be synchronized such that each data edit in one platform is effected in the other. For instance, you may process a query based on specific conditions to obtain a specific file in Excel, change the retrieved data, and have the changes effected automatically in Salesforce. Leveraging Excel Functions With Synchronization, you may process records stored in Salesforce using a range of Excel functions. Because Excel is built for numerical data processing, it’s very useful when you want to execute mathematical computations on any appropriate Salesforce data. Reporting and analysis are also Excel functions that integration with Salesforce supports perfectly. Real Time Correction of Errors An integrated Salesforce Excel system backs real time error handling. The supported processes toward this purpose include timely data validation and real-time transmission of error messages. Any noted mistakes can be corrected in real-time, as such. A Secure System A great Salesforce Excel integration tool provides for user authentication and authorization. This makes it impossible for the wrong person to access any part of the system. Usually, security passwords and usernames are provided. Definitely, Excel integration with Salesforce is important to consider. Integrating the two solutions is not complicated, and it makes it easier to manipulate Salesforce customer records.