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Excel Merge
by Xappex LLCSalesforceFree
Merge Salesforce record, parent, and child data into Excel templates and connect Salesforce objects to SharePoint workbooks.
PRICINGFree
DEPLOYMENTCloud
CATEGORYData and integration
UPDATED ON MARKETPLACE
What it does
Uploads and attaches Excel spreadsheets to Salesforce records, then fills cells marked with field placeholders using record data. Templates can also include parent fields and child object related lists. A Salesforce record page can connect a standard or custom object to an Excel workbook in SharePoint for reports, SOQL queries, Contact insertion, calculations, and uploading results back to Salesforce.
Key capabilities
from the Salesforce AppExchange listingExcel attachments
Uploads and attaches one or more Excel spreadsheets to any Salesforce object.
Record data merge
Populates Excel cells containing field placeholders with values from the Salesforce record.
Relationship data merge
Fills Excel templates with parent record fields and child object related lists.
SharePoint workbooks
Links Salesforce standard or custom objects to Excel workbooks stored in SharePoint.
Mass data operations
Runs reports, SOQL queries, and Contact record insertion from a button on a record Lightning Page.
Excel calculations
Runs Excel calculations in SharePoint workbooks and uploads the results back to Salesforce.
Use cases
- Create record-level Excel files from templates containing related parent and child data.
- Run a report or SOQL query from a Salesforce record page and send the results through a SharePoint workbook.
In the catalog
295 plugins in Salesforce Platform · Data and integration
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
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What the vendor says
«1. Upload and attach one or several Excel spreadsheets to any object in Salesforce. Then populate that Excel spreadsheet with record-level data and download it from the record level of any object using a Classic layout button, Lightning Action, a VisualForce page, or a Lightning component. If any spreadsheet cell has …»