Increase Salesforce Adoption: Use Excel to Manage your Data

With VyNDEX you can add, update and manage Salesforce records through Excel. Even offline.

VyNDEX connects Excel to your Salesforce

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Simple & Easy to Use

Log in to Salesforce in Excel

Log in to Salesforce

Log in with your own Salesforce account. You will see all the same data you have permission to access through the Salesforce website.

Bulk edit and input data with Excel

Use your Salesforce Views and Layouts to choose and filter the data to download into Excel, then use Excel functions to further filter and edit the data.

Make bulk changes, edit individual records or copy and paste. The choice is yours.

Bulk edit and input data in Excel
Save Data to Salesforce

Save edited data into Salesforce

The cells that have been edited will be shaded blue in Excel. Send your updates back to Salesforce with one click.

The edit history will also be saved into Salesforce as usual.

Visualise data

Use Excel charts to visualise data.

Or, for advanced business intelligence that brings together your Salesforce data with all your other business data, talk to us about MotionBoard for Salesforce.

Visualise Salesforce Data in Excel

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Sample scenario: Manage opportunities in Excel

Easy to share

Download data to Excel, then share the file with coworkers. When downloading, you can specify a time range or other filters so only the required data is saved.

Bulk update masses of client records

Sometimes you need to make structured changes to a large amount of records. For example, if certain streets became part of a new suburb, it would be extremely time consuming to update each of these records in Salesforce. With VyNDEX, you can download and update the data in bulk with just a few clicks.

Do more with your data

Features such as filters, functions and formulas make it easy to view and manipulate data you want, whenever you want. 

Take back control of your Salesforce

Our comprehensive software suite helps maximise your Salesforce ROI