You’re on your way to accessing your Salesforce data directly in Excel and Sheets — always up-to-date! Here are the next steps.
Get Your Salesforce Data In Excel And Sheets
Step 1: Configuring Configuring Salesforce
Data Everywhere converts your Salesforce reports into always up-to-date feeds. You can then insert the feeds into new or existing Excel workbooks. After you configure Salesforce with Data Everywhere and install our Add-In, click on the Data Everywhere ribbon in the Excel toolbar, login, and then click the Insert Feed button.
Microsoft Excel Add-In
If you are a Microsoft Excel user, you’ll also need our Excel Add-In to insert and keep these feeds up-to-date.
Google Sheets Add-On
Alternatively, you can use the Google Sheets Add-on to access your data in your online spreadsheets.