Mass merging Accounts, Contacts, and Leads in XL-Connector 365 works the same way as if you were to merge two or three records in Salesforce, except that XL-Connector 365 lets…
To mass-convert a list of Lead records in Salesforce from an Excel spreadsheet, you’ll need to have at least two mandatory fields pulled from Salesforce: Lead Id Lead Status (needs…
In order to be able to work with your Salesfoce.com database from Excel, you’ll need to log in to Salesforce. XL-Connector 365 will always load the Log In page on…
When you are changing record ownership during a mass-update operation, there’s an option to define multiple settings associated with such update. These are standard settings supported by some Salesforce standard…
When mappings fields for Update, Insert, or Upsert operations, you can map one or more Salesforce fields to a constant value, either defined in the mapping or taken from a…
In a lot of cases our users face a situation when they don’t have a column of record Ids that must be used to update records or must be specified…
XL-Connector 365 has a built-in tool that will make your life easier when working with fields of type picklist, multiselect picklist, or reference. To use this tool, you’ll need to…
Main differences between XL-Connector and XL-Connector 365: XL-Connector 365 works in any Excel (Excel for Windows, Excel for Mac, Excel Online), while XL-Connector only works on Windows XL-Connector 365 can…
Users often ignore a very powerful feature when dealing with data in Salesforce.com: the Upsert operation. This word always gets underlined by my spell checker because it doesn’t exist, upsert…
To update records in Salesforce in bulk, you will first need to pull them to your Excel spreadsheet. You can do it using either SOQL or Reports. You can retrieve your data with…