Access Salesforce in Excel

Accounts

List Accounts

Fields

  • Id
  • Name
  • Phone
  • Billing Street
  • Billing City
  • Billing State
  • Billing Postal Code
  • Billing Country
  • Shipping Street
  • Shipping City
  • Shipping State
  • Shipping Postal Code
  • Phone
  • Fax
  • Account Number
  • Website
  • PhotoUrl
  • Sic
  • Industry
  • Annual Revenue
  • Number Of Emploeyees
  • Ownership
  • Description
  • Rating
  • Created
  • Last Modified
  • UpsellOpportunity

Campaigns

List Campaigns

Fields

  • Id
  • Name
  • ParentId
  • Type
  • Status
  • StartDate
  • EndDate
  • Expected Revenue
  • Budgeted Cost
  • Actual Cost
  • Expected Response
  • Sent
  • IsActive
  • Description
  • Leads
  • Converted Leads
  • Contacts
  • Responses
  • Opportunities
  • Won Opportunities
  • Amount All Opportunities
  • Amount Won Opportunities
  • CreatedDate
  • LastModifiedDate

Leads

List Leads

Fields

  • Id
  • Name
  • Last Name
  • First Name
  • Salutation
  • Title
  • Company
  • Street
  • City
  • State
  • Postal Code
  • Country
  • Phone
  • Mobile Phone
  • Fax
  • Email
  • Website
  • Photo Url
  • Description
  • Lead Source
  • Status
  • Industry
  • Rating
  • Annual Revenue
  • Number Of Employees
  • Converted
  • ConvertedDate
  • ConvertedContactId
  • CreatedDate
  • LastModifiedDate
  • LastActivityDate
  • EmailBouncedReason
  • EmailBouncedDate

Cases

List Cases

Fields

  • Id
  • CaseNumber
  • ContactId
  • AccountId
  • Asset Id
  • Parent Id
  • Type
  • Status
  • Reason
  • Origin
  • Subject
  • Priority
  • Description
  • Closed
  • Closed
  • Escalated
  • Supplied Name
  • Supplied Email
  • Supplied Phone
  • SuppliedC ompany
  • OwnerId
  • Created
  • CreatedById
  • Last Modifie
  • LastModified By
  • Contact Phone
  • Contact Mobile
  • Contact Email
  • Contact Fax

Contacts

List Contacts

Fields

  • Id
  • Account Id
  • First Name
  • Last Name
  • Salutation
  • Name
  • Deleted
  • Mailing Street
  • Mailing City
  • Mailing State
  • Mailing Postal Code
  • Mailing Country
  • Other Street
  • Other City
  • Other State
  • Other Postal Code
  • Other Country
  • Phone
  • Fax
  • Mobile Phone
  • Home Phone
  • Other Phone
  • Assistant Phone
  • Reports To
  • Email
  • Title
  • Department
  • Assistant Name
  • Lead Source
  • Birthdate
  • Description
  • Owner Id
  • Created
  • CreatedById
  • Last Modified
  • IsEmailBounced
  • Email Bounced Reason
  • Email Bounced Date
  • Photo Url

Events

List Events

Fields

  • Id
  • Who Id
  • What Id
  • Subject
  • Location
  • All Day
  • Time
  • Duration (min)
  • StartDateTime
  • EndDateTime
  • Description
  • AccountId
  • OwnerId
  • Private
  • Show As
  • Deleted
  • Is Child
  • Group Event
  • Group Event Type
  • Created
  • Created By
  • Last Modified
  • Last ModifiedBy Id
  • Archived
  • Recurrence
  • Recurrence Start
  • Recurrence End
  • Recurrence Type
  • Recurrence Interval
  • Recurrence Instance
  • Reminder Time
  • Reminder Set
  • Event Subtype

Assets

List Assets

Fields

  • Id
  • Contact Id
  • Account Id
  • Parent Id
  • Root Asset Id
  • Product2Id
  • Product Code
  • Competitor Product
  • Created
  • Created By Id
  • Last Modified
  • Last Modified By Id
  • Deleted
  • Name
  • Serial Number
  • Installed
  • Purchased
  • Usage End
  • Status
  • Price
  • Quantity
  • Description
  • OwnerId
  • Asset Provided By Id
  • Asset Serviced By Id
  • Internal
  • Asset Level
  • SKU
  • Last Viewed
  • Last Referenced Date

Opportunities

List Opportunities

Fields

  • Id
  • Deleted
  • Account Id
  • Private
  • Name
  • Description
  • Stage Name
  • Amount
  • Probability
  • Expected Revenue
  • Total Opportunity Quantity
  • Close Date
  • Type
  • Next Step
  • Lead Source
  • Closed
  • Is Won
  • Forecast Category
  • Forecast Category Name
  • CampaignId
  • Has Opportunity Line Item
  • Pricebook2Id
  • Owner Id
  • Created
  • Created By Id
  • Last Modified Date
  • Last ModifiedBy Id
  • Last Activity Date
  • Fiscal Quarter
  • Fiscal Year
  • Fiscal
  • Last Viewed Date
  • Last Referenced
  • Has Open Activity
  • Has Overdue Task

Contracts

List Contracts

Fields

  • Id
  • AccountId
  • Pricebook2Id
  • Owne rExpiration Notice
  • Start
  • End
  • Billing Street
  • Billing City
  • Billing State
  • Billing Postal Code
  • Billing Address
  • Contract Term
  • Owner Id
  • Status
  • Company Signed Id
  • Company Signed
  • Customer Signed Id
  • Customer Signed Title
  • Customer Signed
  • Special Terms
  • Activated By Id
  • Activated
  • StatusCode
  • Description
  • Deleted
  • Contract Number
  • Last Approved
  • Created
  • Created By
  • LastM odified
  • Last Modified By Id
  • Last Activity
  • Last Viewed
  • LastReferencedDate

Configuration

This connector requires you to enter a server instance in the settings panel. In order to retrieve it, log in to your Salesforce account via your browser and look at the address bar. What you see between "https://" and the first period is the name of your server instance (in this example it's "eu8").

Add from Manager

The Salesforce Connector is available in the Connectors Manager in the top ribbon:

Select the CRM category and install Salesforce:


Contribute

This connector suite is open-sourced on GitHub.


See

Official Documentation


Get help with this function in the community →