Create Excel documents populated with Salesforce Data without leaving Salesforce.
Generate Excel documents based on record-level data and a previously prepared template.
Run complex Excel models in Sharepoint and upload the results back to Salesforce with a single click of a button on a record page.
Dynamically populate cells in Excel with values from your record fields as well as from any parent or child relationship
The perfect solution for generating Excel documents from a Salesforce interface
• Export Salesforce data in a pre-formatted template to further use, share, or work within Excel
• Develop quotes, invoices and any other spreadsheet document to be stored in SharePoint or OneDrive.
• You have the option to either relate an Excel template to a button or multiple templates to a component.
• Control exactly what data users can download
What makes Excel Merge an ideal solution for document management in Salesforce.
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Available for both Salesforce Lightning and Classic
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Easy to install, simple to use
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Free product
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Unlimited Document Creation
Excel Merge and XL-Connector are perfect complements
Import data from an Excel sheet and do much more from the Excel side with XL-Connector or XL-Connector 365.
Build XL-Connector flows into Excel templates that you can later upload to SFDC to be used by the Mail Merge package.
The resulting solution will let you do complex Salesforce data loading and data analyzing tasks with a single click of a button.
XL-Connector
XL-Connector 365
G-Connector
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