Any Excel document in XLSX format can be an XL-Connector template. What differs it from a regular Excel spreadsheet is a collection of flow steps built using XL-Connector software and saved inside of the spreadsheet. Flow steps contain important information like data sources, column mappings, and other settings necessary to perform bulk pull and push operations on Salesforce records directly from an Excel spreadsheet using XL-Connector add-in.

The only important thing to remember when creating an XL-Connector template that will be used in this managed package is that before the template is downloaded from Salesforce – the managed package will go through all the flow steps and replace the pre-set placeholder text with the Salesforce Id of the record the template is being downloaded from. The placeholder text for replacement with the record Id must be as follows:

{{xl-connector-placeholder}}

Here’s how to create a simple XL-Connector template that will pull all opportunities related to the Account record the template is downloaded from:

  1. Create a new workbook in Excel with XL-Connector Enterprise Admin add-in installed.
  2. Click on Edit Flow in the XL-Connector ribbon
  3. Under Flow Steps, click on the plus icon to add a new step.
  4. Make the step active, specify a name for it and click on Use Query under the Pull Data tab.
  5. Type in the following query:
    SELECT Id, Name, StageName, CloseDate, Amount FROM Opportunity WHERE AccountId = ‘{{xl-connector-placeholder}}
  6. Click Save.
  7. Save the spreadsheet in XLSX format.

That’s it, now when this template is downloaded from Salesforce using the XL-Connector managed package – the {{xl-connector-placeholder}} text in the query will be replaced with the Id of the Account record the template is downloaded from. So when the user then opens the template and hits Refresh in the XL-Connector ribbon tab – it will pull all opportunities from that account.