All You Need to Know About Powerful Excel-Based Data Management Tool for Salesforce
You need a tool that will allow Salesforce to connect to Excel so that you are in a position to quickly and easily load data from it to Excel. Our tool will enable you to work with Salesforce contacts, accounts and leads so that you are able to easily perform data cleansing and de-duplication through Excel's data processing abilities. All you need to do with our tool is connect Excel to Salesforce and you specify the host, port and the credentials. If you prefer, the connection info can be stored in the Excel file you will working on.
Our tool has a query builder that will enable you to choose the table that you want to grab data from. All you need to do is set filter options that will help you achieve what you want. You have the option of reviewing the data and verifying the queries before you finally import the data you are interested in. It is always convenient that you are able to instantly refresh your data when you need it. Our tool has the option of being able to refresh data straight from Salesforce into an Excel workbook.
The tool will enable you re-read all the data from the source and update to the current state just by clicking a button and so you can see all the data analysis in real-time. We have made it possible to edit Salesforce data in Excel by clicking on a button that allows you to edit and all the changes will be highlighted as you go ahead. One of the things that most of the users appreciate is the fact that with Salesforce, one can instantly validate the data and if there are any errors, you will be able to see them easily.
If you worry that not all the users will be able to use the tool in the optimum manner, we give the admin the option of giving the users access rights. We give the admin the ability to assign features that are specific to the users and the user will only be capable of doing certain operations. All you need to do is download the tool https://celigo.com/products/smartclient-for-salesforce-excel/ and the installation will only need a few steps and you will be on your way to manage your data. There is no need for a demo because as long as you know how to use Excel, you are already ready to use the tool CELIGO.