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Documentation
XL-Connector
Category - XL-Connector
Articles
Manage Salesforce List Views with XL-Connector
Basic features
Importing Data from Salesforce to excel using SOQL in XL-Connector
Create New Records in Salesforce from an Excel spreadsheet
Bulk Update Salesforce Records from an Excel spreadsheet
Figuring out the upsert operation in Salesforce
Using Text Fields Instead of Ids in ID and Lookup Fields
Mass Import/Export of images stored in Rich Text Area fields in Salesforce
Filling Gaps in your Data
Mass-downloading Documents from Salesforce.com
Mass-uploading Attachments to Salesforce.com
Bulk Deleting Records from Salesforce.com
Pulling Data From Multiple Related Objects
Importing Data from Salesforce.com reports
Logging in to Salesforce.com
Deploying XL-Connector via MSI Package
XL-Connector Download
Advanced features
Manage Salesforce List Views with XL-Connector
Uploading a Single Record from Assorted Cells
Manage Salesforce Scoping Rules with XL-Connector
Manage Salesforce Restriction Rules with XL-Connector
Upload Multiple Related Records in Salesforce at once
Dynamically Adjust UI Elements for XL-Connector Users
Mass manage Salesforce Custom Object Fields
Mass update Field Level Security in Salesforce
Accounting Seed Financial Cube Formula (ASFC) for Salesforce
Mass convert Leads in Salesforce
Automate Salesforce Data Loads in Excel with XL-Connector Flows
XL-Connector: Your Custom Metadata Management tool for Salesforce
How to export and import Flows and Flow Steps from/to Salesforce
Using In-Cell Formulas to run SOQL queries in XL-Connector
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
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
VBA Interface
Uploading Files to Salesforce
Validating Dependent Picklists
FAQ
What is the difference between XL-Connector and XL-Connector 365?
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 Salesforce 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'm getting 'Access Denied' error when logging in to Salesforce
Why do I need to provide my permission to send email on my behalf?
I can only see the the Help item on the addon menu
I used to have the XL-Connector tab in my Excel ribbon, but now it's gone
Licensing
XL-Connector End User License Agreement
END USER LICENSE AGREEMENT
Video
Articles coming soon
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