February 24, 2020 By Team HIC

Integrating Excel’s API with Salesforce to boost productivity, load data into the proper fields, and automate master sheet updates.

Integrating Excel’s API with Salesforce to boost productivity, load data into the proper fields, and automate master sheet updates.

Highlights

  • Automated data synchronization between Excel and Salesforce.
  • Updated centralized database that adheres to macros, workflows or permissions, formulas in Excel, and logic and calculations in Salesforce.
  • Significant reduction in manual errors and outdated data.
  • Enhanced productivity and efficiency across teams.

Highlights

  • Automated data synchronization between Excel and Salesforce.
  • Updated centralized database that adheres to macros, workflows or permissions, formulas in Excel, and logic and calculations in Salesforce.
  • Significant reduction in manual errors and outdated data.
  • Enhanced productivity and efficiency across teams.

Overview

Explore the effectiveness of leveraging API integrations to bridge the gap between commonly used business tools and sophisticated CRM platforms.

What You Need To Know

SiliconExpert, an electronic component data management provider, uses Salesforce as their CRM platform. However, their extensive use of Excel for various data-related tasks required a solution that could bridge the gap between Excel and Salesforce.

Why It Matters

Excel is widely used for data analysis and management. Salesforce, while robust, sometimes requires data from Excel for various operations. The integration ensures that Excel data is seamlessly loaded into Salesforce, updated in real-time, and centralized.

What HIC did

HIC Global Solutions facilitated the integration of Excel with Salesforce, enabling SiliconExpert to synchronize data, automate updates, and streamline workflows.

Overview

Explore the effectiveness of leveraging API integrations to bridge the gap between commonly used business tools and sophisticated CRM platforms.

What You Need To Know

SiliconExpert, an electronic component data management provider, uses Salesforce as their CRM platform. However, their extensive use of Excel for various data-related tasks required a solution that could bridge the gap between Excel and Salesforce.

Why It Matters

Excel is widely used for data analysis and management. Salesforce, while robust, sometimes requires data from Excel for various operations. The integration ensures that Excel data is seamlessly loaded into Salesforce, updated in real-time, and centralized.

What HIC did

HIC Global Solutions facilitated the integration of Excel with Salesforce, enabling SiliconExpert to synchronize data, automate updates, and streamline workflows.

About Silicon Expert

Founded in 2000, in Cambridge, Massachusetts, SiliconExpert is the leading industry provider of electronic component data and parts management software in the electronics industry. SiliconExpert’s software and data are used daily by thousands of electronic engineers, and supply chain and procurement managers at leading Fortune 500 companies.

SiliconExpert Technologies’ Electronic Parts Database is one of the most accurate, comprehensive, and current in the industry covering more than one billion electronic components in hundreds of product lines from over 15,000 suppliers. End-of-life (EOL) forecasting, finding Cross References (form, fit, and function alternatives), Lifecycle statuses, Parametric Data and Product Change Notice (PCN) alerts are a few of the features of SiliconExpert’s suite of products that provide Part Search, BOM Management and Obsolescence mitigation solutions.

About Silicon Expert

Founded in 2000, in Cambridge, Massachusetts, SiliconExpert is the leading industry provider of electronic component data and parts management software in the electronics industry. SiliconExpert’s software and data are used daily by thousands of electronic engineers, and supply chain and procurement managers at leading Fortune 500 companies.

SiliconExpert Technologies’ Electronic Parts Database is one of the most accurate, comprehensive, and current in the industry covering more than one billion electronic components in hundreds of product lines from over 15,000 suppliers. End-of-life (EOL) forecasting, finding Cross References (form, fit, and function alternatives), Lifecycle statuses, Parametric Data and Product Change Notice (PCN) alerts are a few of the features of SiliconExpert’s suite of products that provide Part Search, BOM Management and Obsolescence mitigation solutions.

Challenges Faced

The team of SiliconExpert needed to update their CRM, Salesforce, as per the continuous changes in their spreadsheets.

Multiple versions of spreadsheets led to inconsistencies and outdated data.

Data was spread across various Excel sheets and Salesforce, making it difficult to maintain a single source of truth.

With no automated process for synchronizing data between Excel and Salesforce led to potential data discrepancies.

Challenges Faced

The team of SiliconExpert needed to update their CRM, Salesforce, as per the continuous changes in their spreadsheets.

Multiple versions of spreadsheets led to inconsistencies and outdated data.

Data was spread across various Excel sheets and Salesforce, making it difficult to maintain a single source of truth.

With no automated process for synchronizing data between Excel and Salesforce led to potential data discrepancies.

Challenges Faced

The team of SiliconExpert needed to update their CRM, Salesforce, as per the continuous changes in their spreadsheets.

They were facing issues with
  • Disorganized Data Management
  • Multiple versions of spreadsheets led to inconsistencies and outdated data.

  • Scattered Data
  • Data was spread across various Excel sheets and Salesforce, making it difficult to maintain a single source of truth.

  • Potential of Errors due to manual processes
  • With no automated process for synchronizing data between Excel and Salesforce led to potential data discrepancies.

Solutions Offered

Leveraging their API integration and Salesforce Customizations services, HIC Global Solutions developed an Excel to Salesforce integration tool to address SiliconExpert’s challenges.

Developed a tool utilizing APIs that connects Connects Salesforce records from Excel and updates them instantly.

Built automation to ensure real-time updates between Excel and Salesforce.

Implemented field mapping to accurately align Excel data with Salesforce fields.

Designed bi-directional synchronization to ensure data updates in Excel were reflected in Salesforce and vice versa.

Solutions Offered

Leveraging their API integration and Salesforce Customizations services, HIC Global Solutions developed an Excel to Salesforce integration tool to address SiliconExpert’s challenges.

Developed a tool utilizing APIs that connects Connects Salesforce records from Excel and updates them instantly.

Built automation to ensure real-time updates between Excel and Salesforce.

Implemented field mapping to accurately align Excel data with Salesforce fields.

Designed bi-directional synchronization to ensure data updates in Excel were reflected in Salesforce and vice versa.

Solutions Offered

Leveraging their API integration and Salesforce Customizations services, HIC Global Solutions developed an Excel to Salesforce integration tool to address SiliconExpert’s challenges.

The solutions which we offered to them
  • Excel-Salesforce Integration
  • Developed a tool utilizing APIs that connects Connects Salesforce records from Excel and updates them instantly.

  • Automated Updates
  • Built automation to ensure real-time updates between Excel and Salesforce.

  • Efficient Field Mapping
  • Implemented field mapping to accurately align Excel data with Salesforce fields.

  • Two-Way Synchronization
  • Designed bi-directional synchronization to ensure data updates in Excel were reflected in Salesforce and vice versa.

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