XL-Connector templates should be uploaded to Salesforce as Files. To upload a template, simply go to the Files tab and click on Upload Files: Important: when uploaded, take a note of the Id of the File record for the template, … Continue Reading
Any Excel document in XLSX format can be an XL-Connector template. What differs it from a regular Excel spreadsheet is a collection of flow steps built using XL-Connector software and saved inside of the spreadsheet. Flow steps contain important information … Continue Reading
Use the following links to install XL-Connector managed package in your Salesforce instance: Install XL-Connector managed package in a production organization Install XL-Connector managed package in a sandbox organization
Administrator installation flow will not ask the users to register if a license is built in to the installation.
Various issues fixed
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
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