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Documentation by Category
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Accounting Seed Financial Cube Formula (ASFC) for Salesforce
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Automate Salesforce Data Loads in Excel with XL-Connector Flows
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Bring Picklist Values to your Salesforce Report
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Filling Gaps in your Data
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How to Edit Report filters in Salesforce
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How to export and import Flows and Flow Steps from/to Salesforce
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Dynamically Adjust UI Elements for XL-Connector Users
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How do I add users to my XL-Connector subscription?
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How do I transfer my existing XL-Connector license to a new user?
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I can only see the the Help item on the addon menu
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I downgraded/reinstalled Microsoft Office and XL-Connector stopped working
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I used to have the XL-Connector tab in my Excel ribbon, but now it’s gone
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Creating New Records in Salesforce from Google Sheets
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Mass Deleting Salesforce Records in Google Sheets using G-Connector
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Update Records in Salesforce from Google Sheets
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Upsert Records in Salesforce from Google Sheets
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Using Any Text field to Identify Record References in ID, Master-detail, and Lookup Fields
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Adding XL-Connector component to Salesforce Classic page layouts
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Configuring a button to download object-specific XL-Connector templates on Salesforce Classic
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Configuring a button to download object-specific XL-Connector templates on Salesforce Lightning
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Configuring a button to run XL-Connector 365 Flows in Excel Online
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Creating an XL-Connector template for upload
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Installing XL-Connector Managed Package
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Frequently Asked Questions About Xappex & Salesforce Integration
What is Xappex and what does it do?
Xappex provides powerful data management tools that integrate Salesforce with Excel and Google Sheets, helping users automate workflows, streamline reporting, and improve collaboration.
What’s the difference between G-Connector, XL-Connector, and XL-Connector 365?
Xappex provides powerful data management tools that integrate Salesforce with Excel and Google Sheets, helping users automate workflows, streamline reporting, and improve collaboration.
How does Xappex help with automation?
Xappex provides powerful data management tools that integrate Salesforce with Excel and Google Sheets, helping users automate workflows, streamline reporting, and improve collaboration.
What are the system requirements for installation?
Xappex provides powerful data management tools that integrate Salesforce with Excel and Google Sheets, helping users automate workflows, streamline reporting, and improve collaboration.
Is there a free version available?
Xappex provides powerful data management tools that integrate Salesforce with Excel and Google Sheets, helping users automate workflows, streamline reporting, and improve collaboration.
Can I use Xappex with multiple Salesforce accounts?
Xappex provides powerful data management tools that integrate Salesforce with Excel and Google Sheets, helping users automate workflows, streamline reporting, and improve collaboration.