Start analyzing your Salesforce data with Microsoft Excel

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.

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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.

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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.

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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 Integrations

Integrate with Salesforce in minutes

In marketing and sales, there is often a gold mine hidden within SalesForce data. But mining for gold requires significant analyses, often integrating that data with other data sources. Panoply is an end-to-end, machine learning, automated data management and warehousing platform. Its functionality makes it easier to turn that raw data into analysis in less time. SalesForce, a cloud computing company known for its feature rich CRM, easily integrates with the Panoply platform. With Panoply, SalesForce data becomes an immediate part of your data warehouse without requiring any costly infrastructure. Panoply’s self-optimizing system shortens data management time and reduces the need for a complex data infrastructure. Sales reports and data queries can be generated from within Panoply within minutes, with no custom scripts necessary. With Panoply, no ETL or ELT support is necessary to have actionable data that addresses key business questions and drives decisions across departments.

Learn more:
Documentation
Salesforce Data Warehousing
Salesforce Business Intelligence

See all Integrations

Other integrations with Salesforce

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Holistics
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IBM Cognos
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JackDB
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Jupyter
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MicroStrategy
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Pentaho
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R
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Alooma
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AppsFlyer
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Asana
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Attunity
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BigQuery
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Bing Ads
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Blendo
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CSV
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Delighted
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Elasticsearch
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etleap
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Facebook Ads
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Facebook Pages
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Flydata
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GitHub
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Google AdSense
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Google Ads
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Google Analytics
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Google Cloud Datastore
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Google Cloud Storage
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Google Analytics Ecommerce
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Google Search Console
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Google Sheets
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HubSpot
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Informatica PowerCenter
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Instagram
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Intercom
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Jaspersoft
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JSON
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LinkedIn Ads
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MailChimp
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Marketo
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Matillion
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Microsoft Azure SQL Data Warehouse
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Microsoft SQL Server
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MongoDB
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MySQL
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Pardot
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PostgreSQL
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Redshift
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Rivery
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Segment
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Shopify
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Stripe
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Talend
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Tray.io
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Twilio
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Twitter Ads
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Twitter
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Typeform
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Upload Data
Salesforce +
Wordpress
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Xero
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Xplenty
Salesforce +
Zendesk
Salesforce +
Zoho CRM

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

See all Integrations

Other integrations with Microsoft Excel

Microsoft Excel +
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Microsoft Excel +
HubSpot
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MySQL
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MongoDB
Microsoft Excel +
Amazon S3
Microsoft Excel +
Facebook Ads
Microsoft Excel +
Google Ads
Microsoft Excel +
Google Analytics
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Zendesk
Microsoft Excel +
Shopify
Microsoft Excel +
Twitter
Microsoft Excel +
JSON
Microsoft Excel +
Google Sheets
Microsoft Excel +
Microsoft Azure SQL Data Warehouse
Microsoft Excel +
Blendo
Microsoft Excel +
BigQuery
Microsoft Excel +
Google Search Console
Microsoft Excel +
Stripe
Microsoft Excel +
Xero
Microsoft Excel +
Google Cloud Datastore
Microsoft Excel +
Instagram
Microsoft Excel +
Segment
Microsoft Excel +
CSV
Microsoft Excel +
LinkedIn Ads
Microsoft Excel +
Twitter Ads
Microsoft Excel +
Marketo
Microsoft Excel +
Asana
Microsoft Excel +
Intercom
Microsoft Excel +
Zoho CRM
Microsoft Excel +
Upload Data
Microsoft Excel +
Typeform
Microsoft Excel +
MailChimp
Microsoft Excel +
Google Analytics Ecommerce
Microsoft Excel +
Google Cloud Storage
Microsoft Excel +
Google AdSense
Microsoft Excel +
Microsoft SQL Server
Microsoft Excel +
Wordpress
Microsoft Excel +
Facebook Pages
Microsoft Excel +
Pardot
Microsoft Excel +
Elasticsearch
Microsoft Excel +
Redshift
Microsoft Excel +
Delighted
Microsoft Excel +
Bing Ads
Microsoft Excel +
AppsFlyer
Microsoft Excel +
Amazon DynamoDB
Microsoft Excel +
Twilio
Microsoft Excel +
GitHub
Microsoft Excel +
Attunity
Microsoft Excel +
Jaspersoft
Microsoft Excel +
Informatica PowerCenter
Microsoft Excel +
Flydata
Microsoft Excel +
Matillion
Microsoft Excel +
Rivery
Microsoft Excel +
Skyvia
Microsoft Excel +
Slamdata
Microsoft Excel +
SnapLogic
Microsoft Excel +
Striim
Microsoft Excel +
Sybase
Microsoft Excel +
Talend
Microsoft Excel +
Tray.io
Microsoft Excel +
Xplenty
Microsoft Excel +
etleap
Microsoft Excel +
Alooma
Microsoft Excel +
AdRoll
Microsoft Excel +
AfterShip
Microsoft Excel +
Amazon Aurora PostgreSQL
Microsoft Excel +
Amazon Cloudfront
Microsoft Excel +
Amazon Kinesis Firehose
Microsoft Excel +
Apple Search Ads
Microsoft Excel +
Autopilot
Microsoft Excel +
Azure Blob Storage
Microsoft Excel +
Braintree Payments
Microsoft Excel +
Branch
Microsoft Excel +
BranchTrack
Microsoft Excel +
Codat
Microsoft Excel +
Contact Pigeon
Microsoft Excel +
Contentful
Microsoft Excel +
Crashlytics
Microsoft Excel +
Criteo
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Customer.io
Microsoft Excel +
Desk
Microsoft Excel +
Drip
Microsoft Excel +
Dropbox
Microsoft Excel +
Eloqua
Microsoft Excel +
Enchant
Microsoft Excel +
Facebook App Events
Microsoft Excel +
Fivetran
Microsoft Excel +
FormKeep
Microsoft Excel +
Freshdesk
Microsoft Excel +
Front
Microsoft Excel +
GitLab
Microsoft Excel +
Google Cloud SQL Postgres
Microsoft Excel +
Google Drive
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Google Cloud SQL MySQL
Microsoft Excel +
Harvest
Microsoft Excel +
Help Scout
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Heroku Postgres
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IBM DB2
Microsoft Excel +
Iterable
Microsoft Excel +
Klaviyo
Microsoft Excel +
Mailjet
Microsoft Excel +
MariaDB
Microsoft Excel +
Mavenlink
Microsoft Excel +
NetSuite
Microsoft Excel +
optimizely
Microsoft Excel +
Particle
Microsoft Excel +
Pinterest
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Pipedrive
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Pivotal Tracker
Microsoft Excel +
QuickBase
Microsoft Excel +
Quickbooks
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Recharge
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Recurly
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Referral SaasQuatch
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Sailthru
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Salesforce IQ
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Salesforce Marketing Cloud
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Selligent
Microsoft Excel +
SendGrid
Microsoft Excel +
Sendwithus
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SFTP
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Shippo
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Singer
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Snowplow
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Sparkpost
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Spree Commerce
Microsoft Excel +
Square
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Stitch
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Taboola
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Trello
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Urban Airship
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Vero
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Webhooks
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Zapier
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Zendesk Chat
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Zendesk Sell
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Zuora
Microsoft Excel +
Alteryx
Microsoft Excel +
Amazon QuickSight
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Apache Superset
Microsoft Excel +
Apache Zeppelin
Microsoft Excel +
Birst
Microsoft Excel +
CARTO
Microsoft Excel +
Chartio
Microsoft Excel +
Cumul.io
Microsoft Excel +
Databricks
Microsoft Excel +
Domo
Microsoft Excel +
GoodData
Microsoft Excel +
Google Data Studio
Microsoft Excel +
Grafana
Microsoft Excel +
Holistics
Microsoft Excel +
IBM Cognos
Microsoft Excel +
JackDB
Microsoft Excel +
Jupyter
Microsoft Excel +
Klipfolio
Microsoft Excel +
KNIME
Microsoft Excel +
Looker
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Magento BI
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Metabase
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MicroStrategy
Microsoft Excel +
Mode Analytics
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Pentaho
Microsoft Excel +
Plotly
Microsoft Excel +
PopSQL
Microsoft Excel +
Power BI
Microsoft Excel +
Python
Microsoft Excel +
Qlik
Microsoft Excel +
R
Microsoft Excel +
Redash
Microsoft Excel +
SeekWell
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Shiny
Microsoft Excel +
Tableau
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ThoughtSpot
Microsoft Excel +
TIBCO Spotfire X
Microsoft Excel +
Trevor.io
Microsoft Excel +
Trifacta
Microsoft Excel +
Yellowfin
Microsoft Excel +
Zoho Analytics

Start Analyzing your Data for Free

Panoply will store and sync your data for free for 14 days

Try Panoply Free Request Demo

Free 14 day trial. No credit card required.

Common Questions

How do I connect Microsoft Excel to my Salesforce data?
To start analyzing your Salesforce data in Microsoft Excel, you’ll first create a connection to Panoply. Panoply stores a replica of your Salesforce data and syncs it so it’s always up-to-date and ready for analysis. You can connect Microsoft Excel to your Salesforce data in Panoply via an ODBC connection.
What data can I integrate with Microsoft Excel?
Panoply allows you to integrate Microsoft Excel with over 80 data integrations including all major CRMs, databases, file systems, ad networks, analytics platforms, and finance tools. All of your data is stored in ready-to-analyze tables that can be joined together with SQL or merged in your BI tools. Integrating data for cross-channel advertising analysis, full-funnel conversion analysis, and CAC vs LTV analysis has never been so easy.
What is Panoply?
Panoply is a secure place to sync, store, and access all your business data. With unlimited access to over 80 data integrations, Panoply makes it possible to create an integrated view of your entire business. Everyone in your organization can share this single source of truth across any BI tool or analytical notebook with unlimited queries from unlimited users.

Technically speaking, Panoply provides the ETL (Extract, Transform, Load) and data warehouse functionality in one platform with the added benefit of simple role-based data governance, the security of AWS infrastructure, and SOC-2 and GDPR compliance.