Installing XL-Connector Managed Package

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

Updating Fields with Null Values

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 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?

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

Use the following links to install XL-Connector managed package in your Salesforce instance:

Install XL-Connector managed package in a production organization

Install XL-Connector managed package in a sandbox organization