Salesforce Excel Connector – Things that You Must Know
Being a salesforce admin, you must be responsible when it comes to making salesforce data and also to maintain such data and extract it even so that such can be analyzed and also used by other people. For many years, so many Excel based tools have actually been made to help the Admins as well as the others do such tasks. You could encounter the Admins who are not so aware of those applications so it is great that you get a review of those that are quite popularly used. Some of those older apps are not anymore supported and they are dependent on those Microsoft standards but it is still worth mentioning such.
If you want to benefit from the excel connector, you must know that this tool has been the first Excel tool which was designed to help the Admins in maintaining their Salesforce data. This has to be installed manually into Excel and this may work with the Win10/Office2010 system. You should know that this is no longer maintained but for the VBA gurus, such is actually an open source product.
Such has a basic interface allowing you to log into such Salesforce platform and also make the simple queries for downloading data and such would also allow you to mass create as well as edit and delete those records. This is really limited to API16 and such means that such is not able to recognize the newer objects which are based on a much newer version of the API and this may just update the records in only batches of 50.
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You can still utilize the Excel Connector to have a fast and simple data update because this can be much quicker as compared to extracting the data and also doing the updates and upload the data with the current data loader tools. Also, when it comes to extracting data, when the object would have an Account or the Contact column, you may choose to see either such actual Salesforce ID or the Name. When you are going to access Sandbox, then you can just click the Advanced button and you can then change its URL to test.salesforce.com.
4 Lessons Learned: Tools
With such great tool, you will be able to easily as well as efficiently manage the bulk-processing of the Salesforce records. You must know that the Excel SmartClient allows you to manage and maintain the Salesforce data in the Excel. With only a single click, then you may sync the data in either direction. You may also make use of this for downloading data in Excel through running that existing Salesforce reports or through the use of the built-in search filters in order to make queries on the fly and without the need to access that Salesforce.