All Documentation for XL-Connector 365

Run Flows in your Connected Spreadsheet Directly from Salesforce

How to assign a Salesforce lookup to any cell in Excel

Using In-Cell Formulas to run SOQL queries in XL-Connector 365

Importing Data from Salesforce Reports

Integrating Salesforce data with Accounting Seed

Refreshing Data Pulled from Salesforce

Importing Data from Salesforce using SOQL

Creating New Records in Salesforce

Using Upsert to Update or Create Records in Salesforce

Updating Existing Records in Salesforce

Mapping Fields to Constant Values

Use Any Text field to Identify Record References in ID, Master-detail, and Lookup Fields

Convenient Editing of all Salesforce Field Types

Owner Change Settings

Execute Salesforce workflows with a click of a button in Excel

Send Notifications via Email and Slack Using XL-Connector 365

Automating Salesforce Data Operations with XL-Connector Flows

Refreshing your Spreadsheets Automatically Offline

XL-Connector 365 Privacy Policy

How do I transfer my XL-Connector 365 license to a different user?

Converting 15 to 18 Character IDs in Salesforce with XL-Connector 365

Mass Merge Accounts, Contacts, and Leads

Mass Converting Leads in Salesforce

Installing XL-Connector 365

Installing XL-Connector 365 for users in your Office 365 account (for Admins)

Logging in to Salesforce