To add the Mail Merge 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 – Managed section you will find the XL-Connector Templates lightning component. Important: if you see…

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To be able to put XL-Connector Mail Merge 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 layout of that specific object: Simply drag the XappexFiles component from the Visualforce…

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You will need to configure each object that you want your users to be able to download Excel templates from. To do that, go to your Setup section and type in ‘package’ in the quick search bar. Then click on ‘Installed packages’: In the list of installed packages, locate the ‘XL-Connector Mail Merge’ package and…

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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 data in your spreadsheet. This will allow to set such things as the Record Type…

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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 to bypass these rules: The method parameters for Insert, Update, and Upsert VBA calls have…

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– 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 https://myDomain.my.salesforce.com – Field Utilization tool will now not show any non-filterable fields.

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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 values)

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