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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
Admin features
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
Figuring Out Field Utilization Across Layouts
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?
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
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