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I would like to set up an automatic live or refreshable link to a salesforce report from Excel so Excel can always have the latest data in Salesforce.

3 answers
  1. Mar 6, 2023, 6:00 PM

    @Douglas Harris - This is native to Excel - depending on your org's security persmissions.   Open MS Excel, go to Data -> Get Data -> From online services -> From Salesforce reports  (or Salesforce objects)

     

    In excel - you just refresh data - and Boom!

     

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