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

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

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

Configuring XL-Connector component on a Lightning page

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

Linking specific XL-Connector template files to specific object types

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