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The Merits of Excel Integration With Salesforce It’s becoming crucial for many companies to consider Salesforce Excel integration with a view to harnessing the best of the two distinct systems. The great thing is that the implantation of Salesforce Excel connection is not intricate, enabling you to start harnessing the effect of integration right away. Below are some of the ways Excel integration with Salesforce can benefit your business: Convenience and Efficiency If you’re using Excel and Salesforce independent of each other, you may it to be very challenging as well as wasteful. Connecting the two platform is logical as you’re primarily leveraging them to input, process , or view the same customer data. With harmonization, Salesforce and Excel share data, improving the convenience and efficiency of data handling.
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Salesforce Excel connection entails the deployment of a client application that brings the ability to move customer data from your Salesforce system without going through Salesforce itself. That enables users to easily manage records in their Salesforce system. You’re able to not only access Salesforce data from Excel, but also process it in any intended way.
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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. The requirement for manual data capture in Excel or Salesforce is avoided if one of the platforms has the data. Harmonized Data Updates While Salesforce is a Customer Relations Management (CRM) system, and Excel is a spreadsheet program, you can have the systems synchronized so that any updates implemented in one side are reflected in the other. For example, you may run a query using certain parameters to retrieve a certain record using Excel, edit the queried data, and have the edits reflected effortlessly in Salesforce. Taking Advantage of Excel Features Integration makes it possible to utilize a wide spectrum of Excel functions to manipulate data stored in Salesforce. Since Excel is great for manipulation of numerical data, it’ll prove handy when you need to perform mathematical operations on any relevant Salesforce records. Reporting and analysis are also Excel functions that integration with Salesforce supports perfectly. Real Time Correction of Mistakes A synchronized Salesforce Excel system supports real time error correction. On-time data verification and the real-time conveyance of error messages are supported processes for the specific goal. Any identified discrepancies can be fixed in real-time, therefore. System Security Any reliable Salesforce Excel integration application requires user authentication and authorization. This helps prevent unauthorized persons from accessing any feature of the platform. Usually, security passwords and usernames are provided. Excel integration with Salesforce is certainly worth considering. Integrating the two solutions is not complicated, and it makes it easier to manipulate Salesforce customer records.