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Overview of SmartClient for Salesforce

Loading and manipulating large sets of data in Salesforce is time-consuming and error-prone. SmartClient for Salesforce Office 365 Excel by Celigo provides an automated way to manipulate and manage large data sets. The SmartClient uses Office 365 Excel and Celigo’s proprietary integration technology to:

  • Facilitate access to Salesforce data from within  Office365 / MS Excel
  • 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
  • Simple and ideal tool for mass updates and data cleansing

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