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

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