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XL-Connector
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- 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
- 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
- VBA Interface
- Uploading Files to Salesforce
- Validating Dependent Picklists
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- 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
- Creating New Records in Salesforce
- Pulling Data From Multiple Related Objects
- Importing Data from Salesforce.com using SOQL
- Importing Data from Salesforce.com reports
- Logging in to Salesforce.com
- Deploying XL-Connector via MSI Package
- Installing XL-Connector On Your Own
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- 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?
- 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
- My Automatic Schedule(s) Stop Frequently
- 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
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- Articles coming soon
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XL-Connector 365
- Slack Integration
- Mass Merge Accounts, Contacts, and Leads
- Mass Converting Leads in Salesforce
- Logging in to Salesforce
- Owner Change Settings
- Mapping Fields to Constant Values
- Using Record Names Instead of Ids in ID and Lookup Fields
- Convenient Editing of all Salesforce Field Types
- Using Upsert to Update or Create Records in Salesforce
- Updating Existing Records in Salesforce
- Creating New Records in Salesforce
- Integration with Accounting Seed
- Installing XL-Connector 365 for users in your Office 365 account (for Admins)
- XL-Connector 365 Privacy Policy
- Refreshing your Spreadsheets Automatically Offline
- Refreshing Data Pulled from Salesforce
- Importing Data from Salesforce.com Reports
- Importing Data from Salesforce.com using SOQL (Salesforce Object Query Language)
- Installing XL-Connector 365
- Pulling Data From Multiple Related Objects
- Show Remaining Articles ( 5 ) Collapse Articles
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Excel Merge
- 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
- Placing XL-Connector Lightning component on any Lightning page
- Adding XL-Connector component to Salesforce Classic page layouts
- Excel Merge Managed Package
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G-Connector
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- 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
- Upserting Records in Salesforce from Google Sheets
- Updating Existing Records in Salesforce from Google Sheets
- Creating New Records in Salesforce Using G-Connector
- Scheduling Automatic Data Operations
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- Articles coming soon
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G-Connector for Zoho CRM
- 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
- Scheduling Automatic Data Refresh from Zoho CRM
- Manually Refreshing your Zoho CRM Data
- Retrieving Module Data from Zoho CRM
- Logging in to Zoho CRM
- G-Connector for Zoho CRM terms of service
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Looker Studio Connector
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Customer Portal
- 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?
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Legal
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Videos
- 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
- Refreshing Multiple Tables in XL-Connector Video
- Importing Data Using SOQL in XL-Connector Video
- Logging In XL-Connector Video
- Installing XL-Connector video
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Links
Configuring the Mail Merge
You will need to configure each object that you want your users to be able to download Excel templates from.
To do that, go to your Setup section and type in ‘package’ in the quick search bar. Then click on ‘Installed packages’:
In the list of installed packages, locate the ‘XL-Connector Mail Merge’ package and click on Configure next to it:
Alternatively, you can add the package configuration tab to your tabs in Salesforce classic:
In Lightning Experience UI, you can find that page in the App Launcher:
In the configuration page, you’ll be able to enable any custom or standard object to be able to have Excel templates attached to the records by clicking on the Add Object button and adding the object(s) that you’d like to enable the Excel Mail Merge for:
Once Excel Mail Merge is enabled for a specific object, you can associate Excel templates (.xlsx files) with that object.
IMPORTANT: You’ll need to upload your Excel templates as Files to Salesforce:
In the XL-Connector Mail Merge configuration page, you have the option to associate any XLSX file existing in Salesforce with any object configured in the previous step.
You have two options in terms of the user interface on the object record page:
- Have a button (Classic) or action (Lightning) on the record page that will download a single Excel spreadsheet and replace all merge fields in it.
To associate a single Excel spreadsheet with your object, you’ll need to select the object, then click on the Button File button and choose your file:
- Have a VisualForce control (Classic) or Lightning Component (Lightning) listing several files on a record page, making it possible for the user to choose which Excel spreadsheet they want to download. To assiciate several files with an object, you’ll need to select the object, then click on Add Component File(s) button: