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

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

In version

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

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, XL-Connector has an option … Continue Reading

In Version

– 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

Short How To Videos

We’ll constantly updating this page with short videos about how to use XL-Connector for the tasks our customers ask the most about. Pulling values with leading zeros Creating dynamic queries Wiping out field values in Salesforce (updating records with Null … Continue Reading

In Version

In version, we’ve upgraded to the latest Salesforce API (Spring ’19) to support all the new standard objects. We’ve also introduced the ability to run all flows in all open documents to the scheduler available in Enterprise Admin: A … Continue Reading

Edit Report Filters

This week we are introducing another great feature in XL-Connector and wanted to give you a heads-up. Now you can edit and save report filters directly from Excel, no need to go to Salesforce to change that any more. Simply select … Continue Reading

Run Any Data Load Scenario with a Single Click

XL-Connector Enterprise Admin and Team Player editions allow you to run a sequence of any of the following operations in a single click on the Run Flow button: Pull results of any SOQL query from Salesforce. Create records in Salesforce. Update and … Continue Reading

Bring Picklist Values to your Salesforce Report

A Quick Tip to Make your Work with Salesforce Reports Even Easier When you first pull a report from Salesforce to Excel using XL-Connector’s Get Reports function – it will not populate your picklist columns with drop-downs containing all available … Continue Reading