In Version

Administrator installation flow will not ask the users to register if a license is built in to the installation.

In versions –

Various issues fixed

XL-Connector 365 Privacy Policy

XL-Connector 365 handles data differently than our other applications (XL-Connector and G-Connector), therefore we think it is important to explain to our users what data we have access to, how it is handled, stored, and transmitted. This privacy policy is … Continue Reading

Refreshing your Spreadsheets Automatically Offline

The most powerful feature of XL-Connector 365 is the ability to create an automatic schedule that will run in your absence and repopulate a workbook stored in OneDrive with the most up-to-date data from Salesforce. This is analogous to Refreshing … Continue Reading

Refreshing Data Pulled from Salesforce

When running a SOQL query or Salesforce report, a link is established between the data range and Salesforce so that you could always refresh the data from Salesforce later with a single click on the Refresh button:   The refresh … Continue Reading

Importing Data from Reports

With XL-Connector 365, you can run your Salesforce reports and put them directly into an Excel spreadsheet. To browser your reports, click on the Reports button in the main application window: To run a specific report, simply select it from … Continue Reading

Importing Data from using SOQL (Salesforce Object Query Language)

XL-Connector 365 has a very powerful tool allowing you to pull ANY data from your database into Excel. To pull data from a database to Excel using a SOQL query, click the SOQL button in your XL-Connector ribbon: … Continue Reading

Placing XL-Connector Lightning component on any Lightning page

Placing the XL-Connector Templates Lightning component onto a Lightning page is as simple as a couple of clicks: Click on Edit Page on any Lightning Page: In the Lightning Page Editor, locate the XL-Connector Templates component on the left and … Continue Reading

Adding XL-Connector component to Salesforce Classic page layouts

You will need to make some adjustments after you install our managed package in order to be able to attach your XL-Connector templates to records in Salesforce Classic and dynamically populate the record Id in the template: Go to Setup … Continue Reading

Installing XL-Connector Managed Package

XL-Connector Templates managed package contains Salesforce Lightning and Classic components that you can put on any object page layout and that will make it possible to upload XL-Connector templates (XLSX files) to any record in The components look similar … Continue Reading