![]() It enables you to work with Salesforce contacts, accounts, opportunities, leads, users, attachments, tasks, and other objects like with usual Excel worksheets, as well as to perform data cleansing and de-duplication, and apply all the Excel’s powerful data processing and analysis capabilities to these data. Add-ins help you to connect Microsoft Excel to Salesforce, load data from Salesforce to Excel, instantly refresh data in an Excel workbook from Salesforce, edit these data, and update Salesforce from Excel. The third way to pull Salesforce data into Excel is to use Excel Add-Ins for Salesforce. For such companies, third-party data loaders or other tools, mentioned below, may be a much better and more profitable solution. However, if the company is big and has many employees, licensing each PC will cost a lot. This way of getting data from Salesforce to Excel is the right one for users and companies that use Microsoft Professional Edition.
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