Updating Fields with Null Values

As a safety precaution, XL-Connector will not by default load any null values (empty Excel cells) when updating records in Salesforce. This is to prevent the users from unintentionally wiping out field values. To explicitly allow XL-Connector to load empty … Continue Reading

In version 3.3.1.4

It is now possible to activate/deactivate Flows and Processes with a checkbox: An issue with running the plug-in on Excel 2007 and 2010 has been fixed.

In version 3.3.1.3

SOAP API updated to 47.0 Metadata API updated to 47.0 Tooling API updated to 47.0 Added initial support for Flows and Processes management Tooling API SOQL queries are now fully supported, including the query builder.

In version 3.3.1.2

Using XL-Connector Enterprise Admin, you can now mass activate/deactivate/create/edit/delete Workflow rules in your Salesforce organization from a single Excel spreadsheet!  

In version 3.3.1.1

Using XL-Connector Enterprise Admin, you can now mass activate/deactivate/create/edit/delete validation rules for all objects in your Salesforce organization from a single Excel spreadsheet!

Google Data Studio Connector for Salesforce

Having connected all kinds of spreadsheet software to Salesforce, we found out that one of the main use cases is using Salesforce data to build comprehensive visualizations, dashboards, and charts and present them to the user. Since Google Data Studio … Continue Reading

In versin 3.3.0.4

Salesforce API v46.0 support Quick switch between login aliases directly from the ribbon: To refresh the objects and field metadata from the org you are currently logged in to – simply select it from the list. Minor fixes and performance … Continue Reading

Accounting Seed Financial Cube Formula (ASFC)

In order to support the custom ASFC formula for Accounting Seed orgs, you’ll need to create a custom formula in your VBA editor as follows: Click on Developer -> Script Editor in Excel Create the following functions in VBA editor: … Continue Reading

Salesforce Data Connector for Google Data Studio Terms of Use

General These terms and conditions apply to all payments made (whether online, by telephone, or in any other manner) to Taralex LLC dba Xappex as well as to licenses issued by Taralex LLC dba Xappex to use the Product. These … Continue Reading

Configuring a button to download object-specific XL-Connector templates on Salesforce Lightning

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