XL-Connector is a powerful plugin that links Excel with Salesforce, allowing users to easily manage their Salesforce data without leaving Excel. Whether you need to export, import, refresh, or update data, XL-Connector makes the process simple and quick through its seamless connection to Salesforce. It’s designed to help Salesforce admins perform their daily tasks more efficiently, combining Excel’s familiarity with the advanced data management capabilities needed for Salesforce.
With XL-Connector, you can perform bulk operations with ease. Whether updating large sets of records, merging duplicates, or migrating data, XL-Connector provides a user-friendly way to handle large volumes of data. You can create, update, and delete Salesforce records in bulk, saving hours of manual work. It also helps manage Salesforce metadata, such as fields, validation rules, and custom settings, allowing you to make changes faster.
One of the standout features of the XL-Connector is its commitment to security and ease of use. The tool is installed locally, meaning your data stays within your secure environment without being sent to external servers. The interface is intuitive, requiring little to no learning curve, and the ability to manage multiple Salesforce accounts ensures that switching between different orgs is quick and seamless.
Key Features of XL-Connector :
- Bulk Data Operations: Easily create, update, upsert, and delete Salesforce records in large quantities.
- Duplicate Record Management: Efficiently merge duplicate Accounts, Contacts, and Leads in bulk (available in the Enterprise Admin edition).
- Data Migration: Migrate large amounts of Salesforce data safely and easily.
- Advanced Metadata Management: You can manage fields, validation rules, processes, picklists, and other metadata directly from Excel, drastically speeding up admin tasks.
- Multiple Account Support: Connect and switch between multiple Salesforce orgs without limitations.
- User-Friendly Interface: Simple, intuitive design with minimal learning curve.
- Security by Design: XL-Connector is locally installed, ensuring that your data stays within your secure environment and is transmitted securely between your PC and Salesforce.
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