Excel Data Sources

Hello Becky,

Thank you for your question. If you have the latest updated version of Excel 2016, you can connect directly to Salesforce. If you run Windows Update regularly, you will have the latest updates for Excel.

In Excel, go to the Data tab. Here, click New Query, From Other Sources, From Salesforce Objects or From Salesforce Reports. You will probably need to sign in to your Salesforce account. Then, you can connect to any of your Salesforce data and bring it into Excel.

Below is a link to a short tutorial video.
https://www.youtube.com/watch?v=hZ0BUzkH0Vk

I hope this helps.

Kind regards
Marius Barnard
STL