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Dennis Depoorter's avatar
Dennis Depoorter
Brass Contributor
Nov 06, 2018

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

 

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