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App of the Week – How to Integrate Salesforce and Excel – XL – Connector

App of the Week – How to Integrate Salesforce and Excel – XL – Connector

Microsoft Excel is and has been the name to beat in spreadsheets for a long time thanks to its simple grid interface, flexible features and powerful data tools. The more you know how to use Excel, the greater the benefits. So for those users out there who would prefer to use Excel to manage their Salesforce data, this app has been made to do just that. Pull reports, work offline, update and edit, or mass merge records. This app has you covered.

XL-Connector is a data loader that provides tools to pull data from Salesforce, work on it in Excel, and push it back with one click!

Check it out here!

App of the Week – Take action on your Salesforce data with ActionGrid

App of the Week – Take action on your Salesforce data with ActionGrid

If you’ve ever used Excel, you know how easy and intuitive it is. There are clear rows and columns, conditional formatting highlights cells that require action, and making updates is quick and easy. When you move to a database, it can be difficult to train your team how to take action on data which is now much more spread out, and while much more organized, also far less visual. If you’ve ever thought about going back to those spreadsheets, stop! First, take a look at ActionGrid.

The Swiss Army Knife for productivity and reporting turns your List Views and Related Lists into an Excel-Like grid featuring editable add-in-place grids, Outlook-style reading panes, Conditional Coloring of text/cells/rows, Mass Update, and much more.

ActionGrid is a powerful tool with a lot of features to help your teams visualize and act on data in Salesforce. Check it out today!

App of the Week – Leverage Excel spreadsheets in Salesforce with CalcFusion

App of the Week – Leverage Excel spreadsheets in Salesforce with CalcFusion

CalcFusion

Spreadsheets may be a thing of the past, but with its flexibility, power, ease of use, and availability, Excel will never die. You’ve been building Excel spreadsheets for years that help you calculate everything from interest to commissions to bonus payments and more, and when you implement Salesforce, you have to take into account rebuilding those calculations – some of which are pretty complex – in your new CRM. It would be so much easier if Salesforce could work with Excel so that you didn’t have to start from square one. CalcFusion is here to do just that!

Use Excel to create new functions and modules within Salesforce. CalcFusion brings flexibility by utilizing Excel computations and functions as a backend system to your Salesforce account.

Check out CalcFusion and start leveraging your Excel spreadsheets in Salesforce today!

Tip of the Week – 100 helpful Salesforce formulas to get you started

Tip of the Week – 100 helpful Salesforce formulas to get you started

Formulas

We here at CloudMyBiz love Salesforce formulas! They can do more than just sum up a few values or spit out an average. In the past, we’ve told you about using formula fields to display images and even calculate business days between two dates, but that doesn’t even start to tell the whole story. When I started using Salesforce, I remember pigeonholing formulas into the few basic examples I was used to in Excel, low-level programming algorithms, and the handful of examples I’d seen in this or that forum. I didn’t realize that formulas in Salesforce open up a whole world of possibilities! Let me give you a few examples.

Whether you’re using the Sales or Service Cloud, ensuring a good load balance with Assignment Rules is crucial. Without formulas, it can be tricky to handle. But using a basic Mod function, you can set up Round Robin assignments in just a few minutes. If your company likes to send birthday wishes to customers, it can be a challenge to identify who you’ve got coming up. A formula and a quick report or list view can show you who has a birthday in the current month. All this and 98 other ideas are waiting for you with Salesforce’s 100 Sample Formulas to Get You Started. Check it out and try your hand at one today!

-Jared and the Salesforce Guys