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XL-Connector
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- 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
- Show Remaining Articles (8) Collapse Articles
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- 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
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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 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
- Show Remaining Articles (3) Collapse Articles
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- Articles coming soon
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XL-Connector 365
- How to assign a Salesforce lookup to any cell in Excel
- Installing XL-Connector 365
- Automating Salesforce Data Operations with XL-Connector Flows
- Run Flows in your Connected Spreadsheet Directly from Salesforce
- 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
- Use Any Text field to Identify Record References in ID, Master-detail, 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
- Integrating Salesforce data 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 using SOQL (Salesforce Object Query Language)
- Importing Data from Salesforce.com Reports
- Pulling Data From Multiple Related Objects
- Show Remaining Articles (8) Collapse Articles
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Excel Merge
- Configuring a button to run XL-Connector 365 Flows in Excel Online
- Run Flows in your Connected Spreadsheet Directly from Salesforce
- 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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- Importing Data from a Salesforce SOQL into Google Sheets
- Export Data from Salesforce Reports into Google Sheets
- Transfer Scheduled Jobs to a Different Google User in G-Connector
- How to log into Salesforce using G-Connector
- Pulling Data From Multiple Related Objects
- Installing G-Connector Google Sheets
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- Using Any Text field to Identify Record References in ID, Master-detail, and Lookup Fields
- Mass Deleting Salesforce Records in Google Sheets using G-Connector
- Upsert Records in Salesforce from Google Sheets
- Update Records in Salesforce from Google Sheets
- Creating New Records in Salesforce from Google Sheets
- Automate Salesforce Data Operations in Google Sheets
- Slack Integration
- Scheduling Automatic Notifications in G-Connector for Salesforce
- Scheduling Automatic Data Snapshots in G-Connector for Salesforce
- Integration with AccountingSeed
- Using Custom Formulas to Dynamically Pull Data From Salesforce
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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
- I'm getting 'Access Denied' error when logging in to Salesforce
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Looker Studio Connector
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Customer Portal
- Changing the Plan on your Subscription
- Dynamically Adjust UI Elements for XL-Connector Users
- 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
Getting rid of duplicate Accounts, Contacts, and Leads in your Salesforce org
Merging Records
Before merging, you will need to pull the data from salesforce. We chose to demonstrate how to merge Contacts, but it works exactly the same for Accounts and Leads. To pull data from Salesforce, click Get Data and specify your query. You can also use the Reports button. In both cases please make sure that you pull the Id column, it is required to be able to merge records.
You’ll need to manually add a column to your data that will contain Master Ids, then populate it with the Ids of records each of the merged records will be merged into:
To merge multiple records you will need to select them so that your selection spans across the required rows and click the Merge button up in the XL-Connector ribbon:
In the Merge dialog box you only need to specify which column contains the losing record Ids and which column contains the master record Ids.
At this point you are ready to merge the selected records. If you need to keep some of the values (copy the value from a record being merged to the same field on the master record), you can use the Select Values to Keep button and highlight the values you want to keep on the master record:
Now click Go, you’ll need to map the Id column and the columns containing values that you want to keep in the next dialog box. You have to make sure the column mappings are correct. This shouldn’t be an issue if you pulled the data using a SOQL Query, but if the data came from somewhere else, your column mappings may not be picked up automatically.
Click OK in the Mappings dialog and the selected records will be merged to the Master record(s) from the Master Id column. The merge result, and Ids of the moved related objects (if any) will be placed next to each row to the right from your data.
It is not possible to automatically delete the merged records from the spreadsheet so you’ll need to click the Refresh button up in the ribbon to get the actual dataset back.
Read all about mass managing duplicates in our blog: https://www.xappex.com/blog/salesforce-duplicate-management/