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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

Validating Dependent Picklists
Uploading Files to Salesforce
Figuring Out Field Utilization Accross Layouts
Determining Field Utilization
Generating VisualForce pages from Page Layouts
Getting rid of duplicate Accounts, Contacts, and Leads in your Salesforce org
Upload Multiple Related Records in One Shot
Scheduling Automated Data Refreshes in XL-Connector
Bring Picklist Values to your Salesforce Report
Run Any Data Load Scenario with a Single Click
Edit Report Filters
Using Custom Formulas to Dynamically Pull Data From Salesforce
Exporting and Importing Flows and Flow Steps from/to Salesforce
Loading Custom Metadata
Automating Your Salesforce Data Loads with XL-Connector Flows
Converting Leads

XL-Connector Managed Package

Installing XL-Connector Managed Package
Adding XL-Connector component to Salesforce Classic page layouts
Placing XL-Connector Lightning component on any Lightning page

FAQ

I used to have the XL-Connector tab in my Excel ribbon, but now it’s gone
I downgraded/reinstalled Microsoft Office and XL-Connector stopped working
My Get Data (or Update/Insert/Upsert) Dialog Box Is Visible in Windows Toolbar, but I Can’t Bring It Forward
Where do I find Security Token?
What Do I need to select when inserting/updating/deleting records?
What if my data is filtered in the spreadsheet?
I’m having proxy issues
What is the maximum amount of records I can work with?
How do I transfer my existing license to a new computer?
I’m getting a ‘Failed to Create Browser’ error when trying to use Web and SSO Login

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

Installing XL-Connector video
Logging In XL-Connector Video
Importing Data Using SOQL in XL-Connector Video
Refreshing Multiple Tables in XL-Connector Video
XL-Connector Personal Edition Video
Creating New Records in Salesforce
Updating Existing Records in Salesforce
Looking up Salesforce Ids based on an arbitrary field
Filling Gaps in your Data

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