Salesforce and Microsoft Excel Integration

Keep Salesforce and Microsoft Excel in sync with Unito

Unito integrations are quick to set up, easy to configure, and require zero code.

Powerful features out of the box

Live sync

Receive new data and updates from your tools in real-time.

Rules

Use flexible rules to determine what gets synced between tools.

Historical data

Choose to sync data going back weeks, months and even years with one click.

2-way

Share data back and forth between tools-without risk of duplicates or an infinite loop.

Field mapping

Link related fields between tools, including comments, assignees, and attachments.

Enterprise security

Unito is SOC 2 Type 2 certified with strict security measures to protect customer data.

Salesforce and Microsoft Excel integration details

The Trello Jira integration by Unito seamlessly connects your project management with agile development processes, ensuring that Trello cards and Jira issues are synchronized for optimal collaboration and efficiency. This integration facilitates a harmonious workflow between teams, allowing for real-time updates and ensuring that everyone is aligned on project progress and priorities. It's a game-changer for teams looking to streamline their processes and enhance productivity.

About Salesforce

Salesforce is a powerful CRM platform and suite of applications designed to help businesses manage and automate customer relations, sales activities, and business processes. Analyze customer data, build relationships with customers, develop strategies for success and more.

Learn more about Unito's Salesforce integrations

About Microsoft Excel

The original spreadsheet platform, Microsoft Excel enables users to store data in rows and columns, as well as perform calculations, create graphs, and analyze key information. Excel enables users to present complex data in simple charts and graphs to make analysis easier.

Learn more about Unito's Microsoft Excel integrations