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Salesforce Spreadsheet

Salesforce Spreadsheet – The Excel component provides the same access to the reports and fields that are normally accessed in Salesforce. You can distribute your customized Excel spreadsheets using the Documents tab, allowing all users to control custom analyzes in real time. You can set data references from multiple reports in a spreadsheet to create a single page overview of key measurements.
Communication between Excel and Salesforce uses the same HTTPS protocol.

1. Install Connect to Office
When Salesforce disables TLS 1.0, it completes support for Connect for Office.

2. Login to Connect for Office
You must sign in to Salesforce before requesting data from Salesforce reports. When Salesforce disables TLS 1.0, it completes support for Connect for Office.

3. Import reports into Excel with Connect for Office
Import custom reports from Salesforce Standard an Excel so you can analyze data with formulas, charts, and Excel pivot tables. When Salesforce disables TLS 1.0, it completes support for Connect for Office.

4. Data update with Connect for Office
Keep your Salesforce reports in Excel up-to-date by periodically updating reports for reports and PivotTables that have been created. When Salesforce disables TLS 1.0, it completes support for Connect for Office.

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