Best way to keep Salesforce data updated in Excel without constant exports?
our team still does quite a bit of reporting in Excel even though all the data lives in Salesforce. the part that's starting to get old is having to export Case data every time someone wants updated numbers. i usually end up pulling a bigger dataset than i actually need, then deleting columns, filtering everything down to the right Case record type, and rebuilding the same report over and over. i'm hoping there's a better way to do this.
what i'd like is an Excel workbook that only pulls the fields i actually need, filters to a specific Case record type, and then just lets me hit refresh whenever i need the latest data instead of exporting another CSV.
who work in both Salesforce and Excel a lot, how are you handling this?
are you using Power Query, a Salesforce connector, or something else entirely? mostly looking for something that's been reliable over time rather than just a quick workaround.