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XL-Connector Personal Edition Video

Posted by admin on 28th July 2017 | Featured

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 Support
  • Filling Gaps in your Data

Admin features

  • 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
  • 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

  • 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
  • Logging In XL-Connector Video
  • Installing XL-Connector video

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