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. Fortunately for your business, you’ll find Salesforce Excel integration very easy so that you can begin to reap the benefits of integration without ado. Below are some of the ways Excel integration with Salesforce can benefit your business:
Convenience and Elimination of Wastefulness
If you have both Salesforce and Excel on your computer, using the two software products separately may be challenging and inefficient. Since you’re deploying the systems to capture, process, or view similar customer data, harmonizing them is very sensible. Integration gets Salesforce and Excel to share data, and that’s a very convenient and efficient way to handle customer data.
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Salesforce Excel harmonization requires the implementation of a client application that provides the capability to copy customer data in your Salesforce database without having to open 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. That eliminates the need to enter data manually in Excel or Salesforce when it exists in either of the platforms.
Synchronized 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. An example is when you run a query based on particular requirements to retrieve a particular file via Excel, update the retrieved file, and automatically see the changes updated in Salesforce.
Leveraging Excel Functions
With Synchronization, you may process records stored in Salesforce using a range of Excel functions. 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. 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.
Any reliable Salesforce Excel integration application requires user authentication and authorization. This is important to the prevention of access to the system by any an authorized user. Normally, there’s username and password protection.
Definitely, Excel integration with Salesforce is important to consider. Harmonizing the two systems is easy and it will help enhance the efficiency of handling Salesforce customer records.