SmartClient for Salesforce – Office 365 Excel Solution Walk-through.

Features Modifying and updating multiple Salesforce records at one go is time- consuming and error prone. SmartClient for Salesforce provides an automated way to update and manage large data sets in Salesforce. SmartClient uses Microsoft Office 365 Excel and Celigo’s proprietary integration technology to: Facilitate access to Salesforce data from within MS Excel Allow to insert, update, and export records into / from Salesforce Save recurring data operations into reusable templates Enhance productivity using integrated Task Pane capabilities Increase data accuracy through comprehensive Excel features SmartClient is a simple and effective tool for mass updates and data scrubbing activities.