

To export data using data loaders is the first and most standard way. We briefly describe 5 ways how to connect Salesforce to Excel, easily export data from Salesforce to Excel worksheets, pros and cons of these ways and typical use cases applied. However, it’s not a trivial challenge to export huge data pieces from Salesforce to the Excel worksheets as you need built-in features or external tools, which allow exporting data to the Excel format. Microsoft Excel is a spreadsheet program, which is so familiar and comfortable for many users worldwide, and there are situations when it is much better and easier to work with data in the Excel worksheets rather than in the native UI of a cloud app.

Salesforce is a multifunctional and highly customizable CRM platform, which is used by millions of users to manage complex business processes and boost the productivity of sales, customer service, marketing teams, etc.
