Word and Excel Integration

Integrate Salesforce with Popular Productivity Tools

With integration to Microsoft tools built right into Salesforce, migrating data between your favorite applications is a snap. You can easily share data between Salesforce and Microsoft Office applications such as Word or Excel to build account plans, proposals, quotes, and contracts or conduct data analysis.

Document Templates for Salesforce Data

Set up Word or Excel templates for commonly used sales documents so reps can create documents populated with Salesforce data easily without retyping or needing to copy and paste.

Export Reports into Excel

Easily export Salesforce reports into Excel so that you can add data from external sources. Or simply access, save, or share reports in a familiar format. You can even pull multiple reports into an Excel workbook for analysis later in an offline environment.


Mail Merge

Create Word mail merge templates that can be populated with information from Salesforce fields, including product and schedule line items for building quotes.

Additional Mobile CRM Features

Salesforce also integrates with Microsoft Outlook, letting you communicate with customers while easily capturing everything in Salesforce. And salesforce.com’s mobile CRM capabilities let you always stay connected with your data from anywhere in the world.