Salesforce Excel Connector – Things that You Must Know
As one Salesforce admin, you need to be responsible when it comes to making such salesforce data and also in maintaining the data as well as extracting this so that this can be analyzed and also be used by the other people. For a number of years, a lot of Excel-based tools have been made in order to help the Admins and the others to do these tasks. Well, you may encounter the Admins who are not quite aware of such applications so it would be great that you review those that which are popularly used. Some of those older apps are actually no longer supported and they are also dependent on the Microsoft standards but it is still worth mentioning this.
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. But, such is no longer maintained but for the VBA gurus, such is one open source product.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 limited to API 16 so this means that such doesn’t recognize the newer objects which are based on those newer versions of the API and this may only update the records in batches of 50.
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This can still use the Excel Connector to have a fast and simple data update because this may be much quicker as compared to extracting the data and also do the updates and then upload those data with the present data loader tools. Also, when it comes to extracting data, when the object has that Contact or Account column, then you may choose to see either the actual Salesforce ID or perhaps the Name. To access Sandbox, you may click the Advanced button and you may then change the URL to test.salesforce.com.
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With such great tool, you will be able to easily as well as efficiently manage the bulk-processing of the Salesforce records. Know that the Excel SmartClient would allow you to manage as well as maintain the Salesforce data in 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.