Salesforce

Manage Salesforce opportunities

Add or update opportunities to Salesforce.

Use template
editor or live screenshot
editor or live screenshot

Use this template to quickly add or update opportunities to Salesforce, all in a spreadsheet. Perfect for bulk import of opportunities, use it to enrich existing Salesforce objects with new datapoints or import new lists of opportunities. Works with any custom field from your Salesforce instance.

How it works

  • Add the list of opportunities to the spreadsheet with the fields to add to Salesforce.
  • Add an individual opportunities of bulk import the full list to Salesforce.

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