Excel Merge
By Xappex LLCAccounting
- Rating
- 4.3
- Reviews
- 4
- Pricing
- Free
- Listed since
- 2020
About Excel Merge
Work Excel Magic on your Salesforce Data without Leaving Salesforce!
This package enables two distinct functions: 1. Upload and attach one or several Excel spreadsheets to any object in Salesforce. Then populate that Excel spreadsheet with record-level data and download it from the record level of any object using a Classic layout button, Lightning Action, a VisualForce page, or a Lightning component. If any spreadsheet cell has {{Field_Name}} in it – it will be populated with the value of the corresponding field on the record you are downloading the spreadsheet from. The spreadsheet can also be populated with child object related lists and parent record field values.
2. You'll be able to link any custom or standard object in Salesforce to an Excel workbook stored in Sharepoint and launch mass data operations (e.g. pull a report, run an SOQL query, insert Contact records) and Excel calculations with a single click of a button on the record Lightning Page.
Highlights
- Run complex Excel models in Sharepoint and upload the results back to Salesforce with a single click of a button on a record page.
- Populate cells in an Excel spreadsheet with values from your record fields as well as from any parent or child relationship.
- Dynamically fill an Excel template with child object related lists on any record.
Screenshots
Pricing
Free.
Compatibility
- Works with
- Sales Cloud
- Service Cloud
- Platform Cloud
- Requires
- Sales Cloud
- Service Cloud
- Platform Cloud
- Health Cloud
- Salesforce editions
- Essentials
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on June 26, 2025
- Industries
- Financial Services
- Healthcare & Life Sciences
- High Tech
- Languages
- English
More Accounting apps
The most reviewed Accounting apps on the AppExchange, to compare before you choose.