The best way to get your Salesforce data into Microsoft Excel

Automate data collection with Funnel. Spend less time manually collecting and transforming data, so you can focus on getting insights.

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Get Salesforce data to Funnel and share the data into Microsoft Excel in 4 simple steps

  1. Step 1 Log in to your Funnel account 1 min
  2. Step 2 Connect to Salesforce 3 min
  3. Step 3 Funnel downloads your data 3 - 10 min
  4. Step 4 Share your data 2 min
Short Funnel explainer video

Marketers from around the world use Funnel to work with Salesforce

Automatically get your data into Excel

Use Funnel for data transformation

Work together with colleagues in MS Excel

Create an omni-channel overview of all you marketing efforts

Platform connectors

Salesforce is just one of our many connectors - you can use 200+ others

Funnel uses the Salesforce API to get the data you need from Salesforce. But if you are a modern marketer, you likely have many data sources. Advertising platforms, social media and your website all generate massive amounts of data. Use Funnel to bring all that data together in one place, automatically.

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Industry’s most robust and reliable out of the box integrations

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Always have the most complete and accurate data for analysis or reporting

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Funnel removes silos, democratizing access to data regardless of the source

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ISO 27001 certified, Soc2 Type1 certified, GDPR compliant & CCPA compliant

Organize and transform your data in ways that make sense

Funnel allows you to create custom metrics and dimensions. This makes it easy to report on ROAS, ROI, CPL and other calculated metrics.

Automate unnecessary work

Automate unnecessary work

Automate hours of manual work to clean, group or map data. Save time and avoid errors.

No code data transformation

No code data transformation

Use recommended out of the box rules to normalise data without writing any code.

Auto currency conversion

Auto currency conversion

Funnel converts monetary metrics automatically so you can report across markets in a single currency.

And many more...

Trusted by marketers world wide to make their life easier

User reviews of Funnel
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If I could go back in time and talk to myself before we got Funnel, I'd say: Why haven't you done this yet?

Bryce Hamlin - Director of BA
Bryce Hamlin

Director of BA

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Funnel saves us 8-10 hours per month and has allowed us to eliminate up to 60% of our marketing costs in specific areas.

Anwar Ayad - Head of marketing
Anwar Ayad

Head of marketing

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With Funnel, I can connect a marketing platform, export and analyze the data, and start creating reports within 30 minutes.

Juriën Calis - Data Analyst
Juriën Calis

Data Analyst

Salesforce
Microsoft Excel
What is Salesforce?

Salesforce is a customer relationship management (CRM) platform that helps businesses manage and automate their sales, customer service, and marketing efforts. It is a cloud-based software that can be accessed anywhere.

How do marketers use Salesforce?

Marketing professionals use Salesforce to manage and improve their marketing efforts. It allows them to track leads throughout the sales cycle, create and manage marketing campaigns, segment customer data, automate repetitive tasks, and gain insights into customer behavior and preferences. With its built-in marketing automation tool, analytics, and reporting capabilities, Salesforce can help marketers to increase efficiency and effectiveness of their strategies, ultimately driving better results and customer engagement.

What is the advantage of using Funnel for Salesforce?

For more information about how you can use Funnel for Salesforce, take a look at the connector page.

What is Microsoft Excel?

Microsoft Excel is a powerful spreadsheet software developed by Microsoft, widely used for data analysis, organization, and visualization. It enables users to perform complex calculations, create charts, and manage vast datasets efficiently. With Microsoft 365 integration, Excel supports real-time collaboration, allowing multiple users to simultaneously edit and update shared documents, streamlining teamwork and communication. Excel's robust features and intuitive interface make it an essential tool for businesses, students, and professionals across various industries.

How do marketers use Microsoft Excel?

Microsoft Excel is an invaluable tool for marketing and advertising professionals, helping them manage budgets, analyze data, track performance, and forecast trends. Excel's advanced functions allow for data-driven decision-making and effective targeting. It also aids in generating comprehensive reports, organizing A/B test results, segmenting customers, and scheduling campaigns. By utilizing Excel's capabilities, professionals can enhance collaboration, streamline workflows, and optimize marketing strategies for maximum impact.

What is the advantage of using Funnel for Microsoft Excel?

For more information about how you can use Funnel for Microsoft Excel, take a look at the destination page.

Most popular metrics & dimensions

  • Number of leads
  • Employees
  • Annual revenue
  • Pardot score
  • Created date
  • Status
  • Lead ID
  • Lead Source

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