Xappex offers tools to integrate with Microsoft Excel and Google Sheets to deal with Salesforce data.
Xappex offers tools to integrate with Microsoft Excel and Google Sheets to deal with Salesforce data.
Customer Reviews
Ray W.
Advanced user of XappexRight out of the “box” I immediately connected to my org, pulled data using this software's SOQL GUI which is simple and clear even for non SQL folks and walks through choosing an object, fields, filters etc. I needed to dedupe some records and using excel 365 remove duplicates combined with this software's delete (and undelete) function, I quickly removed the records and stored them for safe keeping. I selected two records by mistake and the undelete feature worked beautifully. I can't wait to try more features and will definitely buy this software. I agree with previous review I read elsewhere before downloading a full featured evaluation copy — I don't know how I got along without it.
I can't say I dislike anything yet, but I wonder how well this performs with non-standard Salesforce add-ins like EDA or NPSP. NPSP has made working with our forms vendor a bit hairy at times due to the (understandably) lack of documentation or FAQ contingency covering these plug-in products that remodels the standard architecture.
Seriously, try it. Unless you have a really complex use case, this software is a must have. Beats the pants off Workbench and DataLoader! Sorry but it's so much easier this way.
Benefits are ease of use and low ramp-up learning curve. Everything is in plain language and positioned well so I'm not flipping through different screens just to complete a task.
Problems we have are with data holes and large amounts of data input that are better done on a spreadsheet rather than boring staff to tears inputting repetitive fields for thousands of records. So right now they're skipping the repetitive columns in the database. But then it's impossible to get any good reports. Summarizing fields that only have 5% fill rate is frustrating. Xappex quickly and easily pulls the data, fills the holes, and pushes back to SFDC for gold star reports.