connect excel to live salesforce data

Salesforce Excel Connector

Valorx Fusion is a Salesforce Excel connector that lets you refresh, edit, analyze, and update CRM data without repeated exports and imports.

Book a demo See Fusion in Action

Screenshot of Valorx Wave sales dashboard showing account sales agreements with columns for product, planned quantity, sales price, and discount percentage for October 25 and November 25.

Enhancing Salesforce for industry leaders

WHY CONNECT EXCEL & SALESFORCE?

Work with Salesforce data directly in Excel

Connect Excel to Salesforce so teams can view, edit, refresh, and update CRM data
without repeated exports and imports.

Excel spreadsheet interface showing Valorx Fusion deal pricing estimator with sections for quote, partner, account, offer information, customer price, equipment summary, and detailed equipment scope table.

Bulk Editing in Salesforce

Fusion brings bulk editing into Salesforce.
Use copy/paste, drag-fill, filters, and other familiar Excel tools to update hundreds or thousands of Salesforce records, then save permitted changes directly back to Salesforce.

Learn more

Excel sheet showing Valorx Fusion Opportunity Forecast with columns for Account, Opportunity Name, Amount, Stage, Probability, Close Date, and Lead Source, alongside a Copilot AI chat panel.

Excel Capabilities
for Salesforce

Get the best from Excel and Salesforce. Keep your data in Salesforce while working with formulas, macros, pivots, conditional formatting, and the existing spreadsheets your teams already use.

Learn more

Software interface showing Valorx Fusion Express Mode with six synchronized data objects: Account, Opportunity, Product, Price Book, Demand Forecast, and BOM Line Forecast, each displaying fields, queries, and maps.

Multiple Salesforce Objects in One View

Bring related Salesforce data together in one
spreadsheet. Work across Accounts, Opportunities,
Quotes, Products, custom objects, and more without switching between Salesforce tabs or opening records one at a time.

Learn more

Screenshot of Valorx Fusion software integrated with Excel showing log settings with login cancelled entries and a spreadsheet listing accounts and owners.

Maintain Salesforce Data Access Controls

Fusion maintains your Salesforce access controls
while users work in Excel. Salesforce authentication, object permissions, and field-level access continue to determine which data each user can view and
update.

Learn more

Valorx Wave sales dashboard showing account details like name, phone, type, and owner, alongside a circular KPI chart with case status breakdown and 147 record count.

Sales agreement table in Valorx Wave showing account details, products, planned quantities, sales prices, and discount percentages for October 25 and November 25.

three simple steps

How Valorx Fusion Connects Excel and Salesforce

Connect

Install Fusion and authenticate with Salesforce. Connect Excel to the Salesforce org and data you already have permission to access.

Dashboard window titled Express Mode showing seven linked data objects: Account, Opportunity, Contact, Product, Demand Forecast, Price Book, and Revenue Transaction Error Log, each with details on fields, queries, and maps, with a background spreadsheet visible.

Build

Use an existing spreadsheet or create a new workbook. Select the Salesforce objects, fields, filters, and mappings your workflow needs.

Excel spreadsheet titled Deal Pricing Estimator showing Quote Information with Quote Number Q-00056 and expiration date 10/1/2026, and Partner Information including contact person Jerret Kasper, email jkasper@valorx.com, and phone 408.568.3509.

Work

Refresh live Salesforce data, work with it using Excel, and save permitted changes back to Salesforce. Your spreadsheet stays familiar. Your CRM stays connected.

EXCEL + SALESFORCE, WITHOUT THE BACK-AND-FORTH

Stop exporting Salesforce just to work in Excel

Without a Salesforce Excel Connector

Export Salesforce records into Excel or CSV

Work with a static copy of CRM data

Lose visibility into Salesforce changes

Prepare files again before importing

Map fields and resolve upload errors

Repeat the process every time the data changes

With Valorx Fusion

Work with live Salesforce data in Excel

Refresh records when you need current CRM values

Make bulk edits using familiar spreadsheet tools

Keep formulas, macros, pivots, and workbook logic

Work across multiple Salesforce objects

Save permitted updates directly back to Salesforce

Smiling young man with glasses and a beard wearing a black shirt on a light gray circular background with a small purple circle in the top right.

Eric Winston

Service Supervisor

Book a demo

Soft gradient background fading from light gray to pale blue and white.

BUILT FOR REAL SALESFORCE WORKFLOWS

One Salesforce Excel connector.
Multiple ways to work.

Real results with Valorx

Show your customers what's possible when they combine Salesforce with spreadsheet-native workflows.

Adobe Improves End-to-End Operational Efficiency in Salesforce

Learn more

Western Digital Unlocks Powerful Salesforce Forecasting Capabilities

Learn more

BP Oil & Gas Solves Complex Quoting inside Salesforce

Learn more

Salesforce Excel Connector FAQs

Everything you need to know about connecting Salesforce with Excel

What is a Salesforce Excel connector?

A Salesforce Excel connector links Excel with your Salesforce org so users can pull CRM records into a spreadsheet, work with the data, and save permitted changes back to Salesforce without relying on repeated exports and imports.

How does Valorx Fusion’s Salesforce & Excel connector work?

Valorx Fusion connects an Excel workbook to your Salesforce org. Users can select Salesforce objects and fields, bring records into Excel, refresh the data when needed, work with it using familiar Excel capabilities, and save permitted changes back to Salesforce.

Can I pull Salesforce data into Excel?

Yes. Valorx Fusion lets you bring Salesforce records into Excel using the objects and fields available to your Salesforce user. You can then refresh the connected data when you need the latest values from Salesforce.

Can I update Salesforce records directly from Excel?

Yes. With Fusion, users can edit connected Salesforce records in Excel and save supported inserts, updates, and deletes back to Salesforce.

Can I connect an existing Excel workbook to Salesforce?

Yes. Fusion is designed to work with existing Excel workflows. Teams can continue using their workbook layouts, formulas, pivot tables, charts, macros, and other spreadsheet logic while connecting the underlying data to Salesforce.

What Salesforce objects can I connect to Excel?

Fusion supports standard and custom Salesforce objects that the authenticated Salesforce user has permission to access.

Can I work with multiple Salesforce objects in Excel?

Yes. Fusion can support spreadsheet workflows that use data from multiple related Salesforce objects, helping teams work with connected business data without moving between individual Salesforce records and screens.

How is Valorx Fusion different from Salesforce Data Loader?

Salesforce Data Loader is primarily designed for file-based import and export jobs. Fusion provides a connected spreadsheet experience where teams can pull Salesforce data into Excel, refresh it, edit or analyze it, and save permitted changes back to Salesforce.

Can Fusion handle large Salesforce data updates?

Fusion is designed for high-volume spreadsheet workflows, allowing teams to work with large sets of Salesforce records and make bulk changes without editing records one at a time.

Does Fusion respect Salesforce permissions and security?

Yes. Fusion authenticates through Salesforce and works with the permissions and access controls configured for each Salesforce user, including object and field access.