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

XL-Connector Templates managed package contains Salesforce Lightning and Classic components that you can put on any object page layout and that will make it possible to download XL-Connector templates (XLSX files) and dynamically populate them with information from the record you are downloading them from.

There are three XL-Connector components available:

  • A button to download one Excel file (for Classic layouts)
    You can configure a button that your users can click to download a pre-configured XL-Connector template and associate it with the record you are clicking the button in.
  • A Lightning action to download one Excel file (for Lightning layouts)
  • Templates list VisualForce page (for Classic layouts)
    You can configure a VisualForce page to list all the Excel worksheets that are associated with a certain object in Salesforce to show up directly on the record page with the possibility to download each of them replacing all merge fields in the document with field values.
  • Templates list Lightning Component (for Lightning object pages)
    You can configure a Lightning component to list all the Excel worksheets that are associated with a certain object in Salesforce to show up directly on the record page with the possibility to download each of them replacing all merge fields in the document with field values.

If configured correctly, you can easily create an XL-Connector template file that will let the users perform a variety of bulk operations on a dynamic set of records and make it possible to get to that template directly from a record page in Salesforce.

See also: