Forum Discussion
Dennis Depoorter
Nov 06, 2018Brass Contributor
Salesforce connection with excel
Hi All,
I'm a office365 Business Premium user. We use Salesforce as our CRM system, and the finance department wants some fancy reporting in Excel (things Salesforce can't manage). To do it in a productive way, we need to connect Salesforce with Excel. A little bit of research on the web gave me the following result: https://www.youtube.com/watch?v=hZ0BUzkH0Vk
But, same as a lot of responses below the video, I don't find any salesforce option in my excel version.
So, what am I missing?
Thanks,
Dennis
Hi Dennis,
Saleforce connector is only with advanced version of PQ, I guess Business Premium includes only basic one