SalesforceMeetsOffice enables you to transfer selected master data from Salesforce® directly into your Microsoft® Office documents.
Note: This app does only work in combination with a Salesforce® account!
The app generally requires Windows® 7 or Windows® 8 and Internet Explorer® version 10 or above, or the latest version of Safari®, Chrome™ or Firefox®.
Forget about annoying “copy and paste” - work and use SalesforceMeetsOffice to easily connect the two worlds Salesforce® and Microsoft® Office. Enhance your productivity by transferring the master data of Salesforce® objects (contact, account) directly and conveniently into your Microsoft® Office products.
By using sophisticated quick and extended search you can browse the complete database of Salesforce for relevant information in the wink of an eye. The clearly arranged list of results as well as the tooltip preview help you to instantly identify the right record.
To determine which parts of the records will be inserted into your document just use simple ticks. Based on this flexibility you can combine SalesforceMeetsOffice with all Microsoft® Office products and all kind of documents.
In addition several auxiliary functions and settings simplify your productive work…
- Conveniently transfer the data by double clicking on the respective entry.
- Decide if the selected data in your document will be replaced or complemented.
- Let the search wait for your typing to avoid multiple queries.
- Allow that a search query results in more than 2000 records.