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Work in Excel.
Be in Salesforce

Ever wish you had the features of Excel inside your CRM?

X-Author turns Excel into a complete user interface for Salesforce, allowing you to edit records in a spreadsheet.

WIth the security & permissions of Salesforce, your data is safe – while driving productivity & adoption through X-Author’s User friendly interface.

Why X-Author?

INCREASE USER ADOPTION & PRODUCTIVITY

FASTER DATA MIGRATION & UPDATES

RAPID DATA LOADING & MAINTENANCE

use existing EXCEL PROCESSES

PRESTO:
EXCEL FORMULAS & MACROS

CHATTER:
WORK SOCIAL IN MICROSOFT OFFICE

X-Author & Westbrook

As Gold partners of Apttus, Westbrook delivers solutions using X-Author & Salesforce – creating a best-of-both worlds solution across the two platforms.

We can help you leverage the power of X-Author to:

  • Create & update Salesforce records from Excel
  • Enforce all Salesforce security rules in Excel
  • Follow all Salesforce rules, permissions, & workflows in Excel
  • Work with any Salesforce standard or custom object in Excel
  • Work with any parent-child object data
  • Use Salesforce picklists in Excel
  • Look up related Salesforce records in Excel
  • Work on Salesforce data offline & sync later
  • Insert rows to add records, delete rows to remove records
  • Update Salesforce records using Excel formulas & macros
  • Launch X-Author apps from Excel or Salesforce
  • Single sign-on support
  • Secure app assignment to end users

For more information on how your organisation could leverage the power of X-Author, get in touch to the right:

First Name*

Last Name*

Email*

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