Documentation
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Advanced features
- Dynamically Adjust UI Elements for XL-Connector Users via Customer Portal
- Mass-managing Salesforce Fields
- Mass-managing Field-Level Security Settings
- 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
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Basic features
- Mass Import/Export of images stored in Rich Text Area fields in Salesforce
- Filling Gaps in your Data
- Using Record Names Instead of Ids in ID and Lookup Fields
- Mass-downloading Documents from Salesforce.com
- Mass-uploading Attachments to Salesforce.com
- Bulk Deleting Records from Salesforce.com
- Figuring Out the Upsert Operation
- Updating Existing Records in Salesforce
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FAQ
- What is the difference between XL-Connector and XL-Connector 365?
- My reports stopped working after enabling MFA
- My reports stopped working after enabling MFA
- How do I add users to my XL-Connector subscription?
- How do I update fields with Null values?
- 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?
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Licensing
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Video
- Articles coming soon
- Configuring a button to download object-specific XL-Connector templates on Salesforce Lightning
- Configuring a button to download object-specific XL-Connector templates on Salesforce Classic
- Configuring Mail Merge component on a Lightning page
- Configuring Mail Merge component on a Classic page layout
- Configuring the Mail Merge
- Uploading an XL-Connector template to Salesforce
- Creating an XL-Connector template for upload
- Installing XL-Connector Managed Package
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Basic features
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Premium Features
- Slack Integration
- Scheduling Automatic Notifications in G-Connector for Salesforce
- Using Record Names Instead of Ids in ID and Lookup Fields
- Scheduling Automatic Data Snapshots in G-Connector for Salesforce
- Integration with AccountingSeed
- Utilizing Web Hooks to trigger automatic jobs
- Using Custom Formulas to Dynamically Pull Data From Salesforce
- Deleting Records from Salesforce using G-Connector
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G-Connector Lite
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Links g connector
- Articles coming soon
- Scheduling Automatic Data Snapshots in G-Connector for Zoho CRM
- Scheduling Automatic Data Alerts in G-Connector for Zoho CRM
- Scheduling Automatic Notifications in G-Connector for Zoho CRM
- Scheduling Automatic Data Pushes to Zoho CRM
- Setting Up Push Templates in G-Connector for Zoho CRM
- Updating Existing Records in Zoho CRM from Google Sheets
- Creating New Records in Zoho CRM Using G-Connector
- Deleting Records from Zoho CRM using G-Connector
- Dynamically Adjust UI Elements for XL-Connector Users via Customer Portal
- Dynamically Adjust UI Elements for G-Connector Users via Customer Portal
- Delegate your subscription user management to a co-worker
- How do I add users to my XL-Connector subscription?
- Customer Portal
- How do I add users to my G-Connector subscription?
- How do I transfer my G-Connector license to a different user?
- How do I transfer my existing XL-Connector license to a new user?
- Easy Mass Downloading and Uploading of Images Stored in Rich Text Area Fields in Salesforce
- Mass-converting Leads to a specific Contact Record Type
- 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