Conga X-Author for Excel
Microsoft Office & Excel Connector
By CongaProductivity
- Rating
- 4.7
- Reviews
- 45
- Pricing
- Paid
- From $40 per user per month
- Listed since
- 2014
About Conga X-Author for Excel
Work in Excel. Stay in Salesforce. Utilize the Power of Microsoft Office
Anything you can do in Salesforce you can now do faster & easier in Excel.
- Create & update Salesforce records from Excel
- Use Salesforce picklists in Excel
- Adhere to all Salesforce rules, permissions & workflows
- Use Excel analytics with live Salesforce data
- Build logic & calculations in Excel & easily use results in Salesforce
X-Author is the only solution that completely integrates Excel & Salesforce. Build your own Applications in minutes with point-and-click convenience – no coding necessary. Transform standalone Excel workbooks into enterprise applications, or create templates from scratch.
- Enterprise: Control any number of Salesforce objects & processes in one workbook
- Data Administration: Migrate and maintain data in record time
- Presto: Run Excel formulas and macros in Salesforce
- Excel Analytics: Deliver fully configured Excel reports & run analytics with ease
X-Author Out-of-the-Box Applications are available for everyday needs, including:
- Account Management
- Opportunity Management
- Campaign Management
- Quoting in Excel
Available to use with PCs, Mac computers, iPads and Google Sheets. This product was formerly Apttus X-Author.
Highlights
- Use Excel as a Salesforce UI for an infinite amount of use cases: opportunity forecasts, forms, grids for any object, territory re-assignments, compliance forms, data migration between orgs, multi-worksheet processes, risk assessments, import/export data
- Use unlimited related and unrelated standard or custom objects simultaneously to create, retrieve, update, delete and upsert data across an infinite number of Microsoft Excel worksheets for a powerful data loader.
- Formats include lists, parent-child (n-tier), matrices, transpositions and forms. Name lookups are resolved automatically with no need for IDs in most cases. Use existing Excel workbooks, Excel templates or start fresh in new Excel documents.
Screenshots
Pricing
Paid, from $40 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Default Plan | $40 per user | Monthly | 30 days |
X-Author is the complete Microsoft Excel Solution for Salesforce. Chooose between a variety of pricing packages for Pre-Configured Apps and Products to Build Your Own Apps!
The publisher offers discounts.
Compatibility
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on April 14, 2021
- Languages
- English
- Japanese
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