Analyze your Salesforce and Microsoft Excel data together

Integrating Salesforce and Microsoft Excel has never been easier. Try Panoply for Free
Store and sync your data from over 80 sources so it's always ready for action

Panoply in 30 seconds

Watch how easy it is to connect to your data. It only takes a few minutes to sync your data into Panoply so that it’s available to all your teammates and all your tools.

Try Panoply for Free
collect-data

All your data in one place

With over 80 data source connections, you can gather all your business data in one place in minutes. You’ll never have to worry about silos separating your CRM, database, advertising, analytics, or other business data.

Request a Demo
automate-data

Automated data pipeline

Seamlessly scale from gigabytes to terabytes without worrying about performance or maintenance. Panoply combines a data-warehouse-as-a-service with integrated ETL pipelines in a simple management console that requires no engineering experience.

Request a Demo
connect-tools

Analytics in action

With Panoply, your data has the power to transform your business. Panoply prepares your data into easy-to-analyze tables and connects to all popular BI tools and analytical notebooks. From the executives to the analysts, everyone will have the most up-to-date data and the insights they need to drive your business forward.

Browse BI Tool Connectors

Integrate with Salesforce in minutes

Salesforce is a gold mine of marketing and sales data. With details about every lead, account, and deal your company has ever captured, Salesforce isn’t just a CRM—it’s a crucial source of insights for your organization. So what’s the problem? It’s simple: Salesforce’s built-in reporting can’t give you a competitive edge and building custom reporting within the CRM is often an exercise in frustration…especially if you want to augment Salesforce data with information from other platforms your company uses. What’s more, Salesforce’s data model is incredibly complex, requiring analysts to unravel the platform’s many related tables before even beginning to build insights. Thankfully, analysts can unlock their Salesforce data’s potential with Panoply. Code-free syncing and data warehousing makes centralizing the data simple so they can discover game-changing trends that move their business forward.

Learn more:
Documentation
Salesforce Data Warehousing
Salesforce Business Intelligence

Our connectors

Other connectors with Salesforce

Salesforce +
Count
Salesforce +
Tableau
Salesforce +
Power BI
Salesforce +
Looker
Salesforce +
Luzmo
Salesforce +
Mode Analytics
Salesforce +
Panintelligence
Salesforce +
Metabase
Salesforce +
Looker Studio
Salesforce +
Redash
Salesforce +
Apache Superset
Salesforce +
SeekWell
Salesforce +
Amazon QuickSight
Salesforce +
Domo
Salesforce +
Grafana
Salesforce +
Qlik
Salesforce +
Trevor.io
Salesforce +
Draxlr
Salesforce +
Apache Zeppelin
Salesforce +
Birst
Salesforce +
CARTO
Salesforce +
Databricks
Salesforce +
GoodData
Salesforce +
Holistics
Salesforce +
IBM Cognos
Salesforce +
Jupyter
Salesforce +
Klipfolio
Salesforce +
KNIME
Salesforce +
MicroStrategy
Salesforce +
Pentaho
Salesforce +
Plotly
Salesforce +
PopSQL
Salesforce +
Julia
Salesforce +
Pandas
Salesforce +
Python
Salesforce +
SQL
Salesforce +
R
Salesforce +
Shiny
Salesforce +
ThoughtSpot
Salesforce +
TIBCO Spotfire X
Salesforce +
Yellowfin
Salesforce +
Zoho Analytics
Salesforce +
Amazon DynamoDB
Salesforce +
Amazon S3
Salesforce +
AppsFlyer
Salesforce +
Asana
Salesforce +
BigCommerce
Salesforce +
BigQuery
Salesforce +
Bing Ads
Salesforce +
CSV
Salesforce +
Delighted
Salesforce +
Elasticsearch
Salesforce +
Facebook Ads
Salesforce +
Facebook Pages
Salesforce +
Facebook Posts
Salesforce +
Google Ads
Salesforce +
Google Analytics
Salesforce +
Google Cloud Storage
Salesforce +
Google Drive
Salesforce +
Google Search Console
Salesforce +
Google Sheets
Salesforce +
HubSpot
Salesforce +
Instagram for Business
Salesforce +
Intercom
Salesforce +
Jira
Salesforce +
JSON
Salesforce +
Klaviyo
Salesforce +
LinkedIn Ads
Salesforce +
MailChimp
Salesforce +
Microsoft Excel
Salesforce +
Microsoft OneDrive
Salesforce +
Microsoft SQL Server
Salesforce +
MongoDB
Salesforce +
MySQL
Salesforce +
NetSuite
Salesforce +
Pardot
Salesforce +
PostgreSQL
Salesforce +
Quickbooks
Salesforce +
Redshift
Salesforce +
SFTP
Salesforce +
Shopify
Salesforce +
Square
Salesforce +
Stripe
Salesforce +
Twilio
Salesforce +
Twitter Ads
Salesforce +
Twitter
Salesforce +
Upload Data
Salesforce +
WooCommerce
Salesforce +
Wordpress
Salesforce +
Xero
Salesforce +
Zendesk

Integrate with Microsoft Excel in minutes

People and businesses all over the world rely on Microsoft Excel to process, analyze, and display their data. This classic BI tool has some new modern features. Examples are learned intelligence that organizes your data based on recognized patterns, prebuilt advanced formulas and one-click templates for predictive charts, and real-time collaboration in shared files. You can add fast, automated data management and cloud convenience and security to Excel with the Panoply integration. Panoply manages your data in the only fully integrated cloud service that combines an automated ETL with a data warehouse. It continuously uploads, sorts, and stores all your latest data in one place, saving you time and data prep effort. The Panoply ETL pipeline streams your latest, cleanest data to your Excel charts and graphs, so they always display the most relevant results.

Learn more:
Documentation
Microsoft Excel Data Warehousing
Microsoft Excel Business Intelligence

Our connectors

Other connectors with Microsoft Excel

Microsoft Excel +
Count
Microsoft Excel +
Tableau
Microsoft Excel +
Power BI
Microsoft Excel +
Looker
Microsoft Excel +
Luzmo
Microsoft Excel +
Mode Analytics
Microsoft Excel +
Panintelligence
Microsoft Excel +
Metabase
Microsoft Excel +
Looker Studio
Microsoft Excel +
Redash
Microsoft Excel +
Apache Superset
Microsoft Excel +
SeekWell
Microsoft Excel +
Amazon QuickSight
Microsoft Excel +
Domo
Microsoft Excel +
Grafana
Microsoft Excel +
Qlik
Microsoft Excel +
Trevor.io
Microsoft Excel +
Draxlr
Microsoft Excel +
Apache Zeppelin
Microsoft Excel +
Birst
Microsoft Excel +
CARTO
Microsoft Excel +
Databricks
Microsoft Excel +
GoodData
Microsoft Excel +
Holistics
Microsoft Excel +
IBM Cognos
Microsoft Excel +
Jupyter
Microsoft Excel +
Klipfolio
Microsoft Excel +
KNIME
Microsoft Excel +
MicroStrategy
Microsoft Excel +
Pentaho
Microsoft Excel +
Plotly
Microsoft Excel +
PopSQL
Microsoft Excel +
Julia
Microsoft Excel +
Pandas
Microsoft Excel +
Python
Microsoft Excel +
SQL
Microsoft Excel +
R
Microsoft Excel +
Shiny
Microsoft Excel +
ThoughtSpot
Microsoft Excel +
TIBCO Spotfire X
Microsoft Excel +
Yellowfin
Microsoft Excel +
Zoho Analytics
Microsoft Excel +
Amazon DynamoDB
Microsoft Excel +
Amazon S3
Microsoft Excel +
AppsFlyer
Microsoft Excel +
Asana
Microsoft Excel +
BigCommerce
Microsoft Excel +
BigQuery
Microsoft Excel +
Bing Ads
Microsoft Excel +
CSV
Microsoft Excel +
Delighted
Microsoft Excel +
Elasticsearch
Microsoft Excel +
Facebook Ads
Microsoft Excel +
Facebook Pages
Microsoft Excel +
Facebook Posts
Microsoft Excel +
Google Ads
Microsoft Excel +
Google Analytics
Microsoft Excel +
Google Cloud Storage
Microsoft Excel +
Google Drive
Microsoft Excel +
Google Search Console
Microsoft Excel +
Google Sheets
Microsoft Excel +
HubSpot
Microsoft Excel +
Instagram for Business
Microsoft Excel +
Intercom
Microsoft Excel +
Jira
Microsoft Excel +
JSON
Microsoft Excel +
Klaviyo
Microsoft Excel +
LinkedIn Ads
Microsoft Excel +
MailChimp
Microsoft Excel +
Microsoft OneDrive
Microsoft Excel +
Microsoft SQL Server
Microsoft Excel +
MongoDB
Microsoft Excel +
MySQL
Microsoft Excel +
NetSuite
Microsoft Excel +
Pardot
Microsoft Excel +
PostgreSQL
Microsoft Excel +
Quickbooks
Microsoft Excel +
Redshift
Microsoft Excel +
Salesforce
Microsoft Excel +
SFTP
Microsoft Excel +
Shopify
Microsoft Excel +
Square
Microsoft Excel +
Stripe
Microsoft Excel +
Twilio
Microsoft Excel +
Twitter Ads
Microsoft Excel +
Twitter
Microsoft Excel +
Upload Data
Microsoft Excel +
WooCommerce
Microsoft Excel +
Wordpress
Microsoft Excel +
Xero
Microsoft Excel +
Zendesk

Start Analyzing your Data for Free

Panoply will store and sync your data for free for 21 days

Try Panoply Free Request Demo

Free 21-Day Proof of Value. No credit card required.