X-Author for Excel by Apttus


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Connect Excel and Salesforce to boost Salesforce user adoption and productivity with X-Author

X-Author for Excel by Apttus is a Salesforce-Excel Connector which can update opportunities, assign leads, create quotes, upload data & more. Users have the power of Microsoft Office inside Salesforce. Admins drive toward 100% Salesforce adoption.

Salesforce Admins can now work in Excel to maintain and migrate data in record time while business users can get their Salesforce work done at Excel speed. Excel becomes just the user interface for Salesforce. All data, permissions, rules and routing are centralized in Salesforce.

Use Excel as a Salesforce UI for an infinite amount of use cases: opportunity forecasts, forms, grids for any object, territory re-assignments, compliance forms, data migration between orgs, multi-worksheet processes, risk assessments, import/export data.

Use unlimited related and unrelated standard or custom objects simultaneously to create, retrieve, update, delete and upsert data across an infinite number of Microsoft Excel worksheets for a powerful data loader.

Anything you can do in Salesforce can now be done faster & easier in Excel.

  • Create & update Salesforce records from Excel
  • Use Salesforce picklists in Excel
  • Adhere to all Salesforce rules, permissions & workflows
  • Use Excel analytics with live Salesforce data
  • Build logic & calculations in Excel & easily use results in Salesforce

X-Author is the only solution that completely integrates Excel & Salesforce. Build your own Applications in minutes with point-and-click convenience – no coding necessary. Transform standalone Excel workbooks into enterprise applications, or create templates from scratch.

  • Enterprise: Control any number of Salesforce objects & processes in one workbook
  • Data Administration: Migrate and maintain data in record time
  • Presto: Run Excel formulas and macros in Salesforce
  • Excel Analytics: Deliver fully configured Excel reports & run analytics with ease

X-Author Out-of-the-Box Applications are available for everyday needs, including:

  • Account Management
  • Opportunity Management
  • Campaign Management
  • Quoting in Excel

Using this add-in requires an active Salesforce license.

Available on PCs, Mac computers, iPads and Google Sheets.

It's Apttus, not Apptus, Appttus or Aptus

Kemampuan add-in
Ketika add-in ini digunakan, add-in ini
  • Membaca dan membuat perubahan pada dokumen
  • Mengirimkan data melalui Internet
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