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

Configuring XL-Connector component on a Classic page layout

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

Creating XL-Connector components for specific object types

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

In version 3.2.9.5

Correct Date and DateTime column detection for reports grouped by Date or/and DateTime columns.

In version 3.2.9.4

Critical performance update! If you’ve been experiencing performance issues when doing Insert, Upsert, or Update – please update your version by clicking on Settings -> Update. Convert Leads function will now let you map the Contact object fields to the … Continue Reading

In version 3.2.9.0

Have you been getting a “Use one of these records?;” error when trying to create a new Account, Contact, or Lead? This is the result of the Salesforce native duplicate checking rules. Starting from version 3.2.9.0, XL-Connector has an option … Continue Reading

In Version 3.2.8.9

– New VBA function to open the Web and SSO Login window: ShowSSOLogin([optional] url) If the optional url parameter is passed – the window will open and automatically go to that url. Use it to specify your custom SSO page address, for example … Continue Reading