Salesforce Office Toolkit is a Windows software that offers you tools for adding new functionality to the Salesforce CRM. It is possible to interact with Microsoft Word, Excel and other Office products. Please note that Salesforce Office Toolkit is automatically downloaded when you install the corresponding edition of the main platform.

Main purpose

With the help of this extension users can create custom integrations between the Salesforce service and several Microsoft Office applications such as Excel, Outlook and Word. There are simple wizards for developing new buttons, menus and forms that interact with online databases.

You are able to process Salesforce information directly from within Excel. Instruments for exchanging data with multiple online sources or CSV files are provided as well.

Mail Merge

The component is intended for organizing mass email distribution with customized headers. Users can import personal data from the online database and automatically insert it into the messages.

About Salesforce

This popular customer relationship management platform helps you automate various marketing processes and sales. There are instruments for analyzing trends and tracking customer service requests.

Features

free to download and use;
contains a plugin for the Salesforce CRM;
lets you connect online databases with various Microsoft Office products;
it is possible to create custom buttons and menus for interacting with external data sources;
compatible with all modern versions of Windows.