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XL-Connector Personal Edition Video

Posted by admin on 28th July 2017 | Featured

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Basic features

Installing XL-Connector On Your Own
Installing XL-Connector by Administrator
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 Support
Filling Gaps in your Data

Admin features

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
Uploading Files to Salesforce
Validating Dependent Picklists

FAQ

I’m getting a ‘Failed to Create Browser’ error when trying to use Web and SSO Login
How do I transfer my existing license to a new computer?
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?
My Get Data (or Update/Insert/Upsert) Dialog Box Is Visible in Windows Toolbar, but I Can’t Bring It Forward
I downgraded/reinstalled Microsoft Office and XL-Connector stopped working
I used to have the XL-Connector tab in my Excel ribbon, but now it’s gone

Video

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
Logging In XL-Connector Video
Installing XL-Connector video

About Us

We are providing Salesforce.com integration solutions for Microsoft Office, MacOS and Google Spreadsheets

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