Configuring a button to download the linked XL-Connector template in Salesforce Lightning Experience is the same as in Salesforce classic: Configuring a button to download object-specific XL-Connector templates on Salesforce Classic Once configured, the button will appear under the actions … Continue Reading
To be able to put XL-Connector managed package button on a page layout of any specific object, you will first need to create these components for that object. Once created, the “Get XL-File” button, which is a part of the managed … Continue Reading
To add the XL-Connector component to a lighting page, you’ll first need to make sure you configured the package for that specific object. Then, open any record of that object and click on Edit -> Edit Page: Under Custom – … Continue Reading
You can link one or several XL-Connector templates (.xlsx or .xlsm files) to each standard or custom object type in Salesforce (e.g. Account, Contact, etc.). To do that you’ll first need to upload the template as a File to Salesforce … Continue Reading
To be able to put XL-Connector managed package components on a page layout of any specific object, you will first need to create these components for that object. Once created, the VisualForce component will become available for adding to any … Continue Reading
You will need to configure each object that you want your users to be able to download XL-Connector templates from. To do that, go to your Setup section and type in ‘package’ in the quick search bar. Then click on … Continue Reading
Correct Date and DateTime column detection for reports grouped by Date or/and DateTime columns.