Mass-downloading Documents from Salesforce.com

Admin features

Dynamically Adjust UI Elements for XL-Connector Users via Customer Portal

Mass-managing Salesforce Fields

Mass-managing Field-Level Security Settings

Accounting Seed Financial Cube Formula (ASFC)

Converting Leads

Automating Your Salesforce Data Loads with XL-Connector Flows

Loading Custom Metadata

Exporting and Importing Flows and Flow Steps from/to Salesforce

Using Custom Formulas to Dynamically Pull Data From Salesforce

Edit Report Filters

Run Any Data Load Scenario with a Single Click

Bring Picklist Values to your Salesforce Report

Scheduling Automated Data Refreshes in XL-Connector

Upload Multiple Related Records in One Shot

Getting rid of duplicate Accounts, Contacts, and Leads in your Salesforce org

Generating VisualForce pages from Page Layouts

Determining Field Utilization

Basic features

Installing XL-Connector On Your Own

Deploying XL-Connector via MSI Package

Logging in to Salesforce.com

Importing Data from Salesforce.com reports

Importing Data from Salesforce.com using SOQL

Pulling Data From Multiple Related Objects

Creating New Records in Salesforce

Updating Existing Records in Salesforce

Figuring Out the Upsert Operation

Bulk Deleting Records from Salesforce.com

Mass-uploading Attachments to Salesforce.com

Mass-downloading Documents from Salesforce.com

Using Record Names Instead of Ids in ID and Lookup Fields

VBA Interface

Filling Gaps in your Data

Updating Fields with Null Values

FAQ

What is the difference between XL-Connector and XL-Connector 365?

My reports stopped working after enabling MFA

How do I add users to my XL-Connector subscription?

I’m getting a ‘Failed to Create Browser’ error when trying to use Web and SSO Login

How do I transfer my existing XL-Connector license to a new user?

What is the maximum amount of records I can work with?

I’m having proxy issues

What if my data is filtered in the spreadsheet?

What Do I need to select when inserting/updating/deleting records?

Where do I find Security Token?

Licensing

XL-Connector License and Payment Terms and Conditions

Links

Here’s the list of our favorite blogs and pages about Salesforce.com that may come in handy to any Salesforce admin or developer

Video

Easy Mass Downloading and Uploading of Images Stored in Rich Text Area Fields in Salesforce

Mass-converting Leads to a specific Contact Record Type

Short How To Videos

Filling Gaps in your Data

Looking up Salesforce Ids based on an arbitrary field

Updating Existing Records in Salesforce

Creating New Records in Salesforce

XL-Connector Personal Edition Video

Refreshing Multiple Tables in XL-Connector Video

Importing Data Using SOQL in XL-Connector Video

You can set this up in just a single step:

Go to Settings -> General and specify the path to the folder where you want to store files pulled from Salesforce:

Now, any time you include a field of type base64 in your SOQL Query – it will be converted to a file and saved at this location. It is a good idea to pull the Name and Id fields as well – this way XL-Connector will name the files as follows: <RecordId>-<FileName>.
Now is a great time to pull all these files you have uploaded to Salesforce over the years, review them, and free up some storage by archiving the ones you don’t need and deleting them from Salesforce using XL-Connector Delete functionality!