Documentation by Category

• Deploying XL-Connector via MSI Package
• How to enable Salesforce Connected Apps Permissions for XL-Connector
• Logging in to Salesforce.com
• XL-Connector Download

• Determining Field Utilization
• Figuring Out Field Utilization Across Layouts
• Generating VisualForce pages from Page Layouts
• How to Manage Salesforce Validation Rules with XL-Connector
• Manage Flows and Processes in XL-Connector
• Manage Object Access Security in Salesforce with XL-Connector

• Bulk Deleting Records from Salesforce.com
• Bulk Update Salesforce Records from an Excel spreadsheet
• Create New Records in Salesforce from an Excel spreadsheet
• Editing Salesforce Data from Reports Using XL-Connector
• Figuring out the upsert operation in Salesforce
• How do I update fields with Null values?

• Accounting Seed Financial Cube Formula (ASFC) for Salesforce
• Bring Picklist Values to your Salesforce Report
• Filling Gaps in your Data
• How to Edit Report filters in Salesforce
• How to export and import Flows and Flow Steps from/to Salesforce
• How to Export Reports with XL-Connector after Salesforce enforces “Step-up Authentication”

• Convert Salesforce 15 to 18 Digit IDs in Excel with XL-Connector
• Getting rid of duplicate Accounts, Contacts, and Leads in your Salesforce org
• Mass convert Leads in Salesforce

• Automate Salesforce Data operations in Excel with XL-Connector Flows
• Scheduling Automated Data Refreshes in XL-Connector
• VBA Interface

• Dynamically Adjust UI Elements for XL-Connector Users
• How do I add users to my XL-Connector subscription?
• How do I transfer my existing XL-Connector license to a new user?
• I can only see the the Help item on the addon menu
• I downgraded/reinstalled Microsoft Office and XL-Connector stopped working
• I used to have the XL-Connector tab in my Excel ribbon, but now it’s gone

• How to enable Salesforce Connected Apps Permissions for XL-Connector 365
• Installing XL-Connector 365
• Installing XL-Connector 365 for users in your Office 365 account (for Admins)
• Logging in to Salesforce with XL-Connector 365

• How to assign a Salesforce lookup to any cell in Excel
• How to Pull Reports with XL-Connector 365 when Salesforce enforces ‘Step-up Authentication’
• Importing Data from Salesforce Reports
• Importing Data from Salesforce using SOQL
• Integrating Salesforce data with Accounting Seed
• Refreshing Data Pulled from Salesforce

• Convenient Editing of all Salesforce Field Types
• Creating New Records in Salesforce
• Mapping Fields to Constant Values
• Owner Change Settings
• Updating Existing Records in Salesforce
• Use Any Text field to Identify Record References in ID, Master-detail, and Lookup Fields

• Execute Salesforce workflows with a click of a button in Excel
• Refreshing your Spreadsheets Automatically Offline
• Scheduling Salesforce Data Operations with XL-Connector 365 Flows
• Send Notifications via Email and Slack Using XL-Connector 365

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

• Converting 15 to 18 Character IDs in Salesforce with XL-Connector 365
• Mass Converting Leads in Salesforce
• Mass Merge Accounts, Contacts, and Leads

• Automating HubSpot Data Operations with Flows
• Import Data from a HubSpot List
• Import HubSpot Data using Objects and Fields
• Logging in to HubSpot with XL-Connector 365
• Mass Delete Records in HubSpot
• Refreshing Data Pulled from HubSpot

• Download and Upload Salesforce Files to Google Drive with G-Connector
• How to Integrate Google Sheets with Accounting Seed
• How to Pull Reports with G-Connector when Salesforce enforces ‘Step-up Authentication’
• Importing data from Salesforce Reports
• Importing Data from Salesforce to Google Sheets via SOQL
• Pulling Data From Multiple Related Objects

• Creating New Records in Salesforce from Google Sheets
• Mass Deleting Salesforce Records in Google Sheets using G-Connector
• Update Records in Salesforce from Google Sheets
• Upsert Records in Salesforce from Google Sheets
• Using Any Text field to Identify Record References in ID, Master-detail, and Lookup Fields

• How to enable Salesforce Connected Apps Permissions for G-Connector
• How to log into Salesforce using G-Connector
• Installing G-Connector Google Sheets
• Installing G-Connector in Google Workspace Environment

• Logging in to Zoho CRM

• Manually Refreshing your Zoho CRM Data
• Retrieving Module Data from Zoho CRM

• Creating New Records in Zoho CRM Using G-Connector
• Deleting Records from Zoho CRM using G-Connector
• Setting Up Push Templates in G-Connector for Zoho CRM
• Updating Existing Records in Zoho CRM from Google Sheets

• Scheduling Automatic Data Alerts in G-Connector for Zoho CRM
• Scheduling Automatic Data Pushes to Zoho CRM
• Scheduling Automatic Data Refresh from Zoho CRM
• Scheduling Automatic Data Snapshots in G-Connector for Zoho CRM
• Scheduling Automatic Notifications in G-Connector for Zoho CRM

• G-Connector for Zoho CRM terms of service

• Google Looker Studio Connector for Salesforce
• Logging out of a Salesforce account in Google Looker Studio
• Salesforce Data Connector for Google Data Studio Terms of Use

• Configuring Mail Merge component on a Classic page layout
• Configuring Mail Merge component on a Lightning page
• Configuring the Mail Merge
• Excel Merge Managed Package

• Adding XL-Connector component to Salesforce Classic page layouts
• Configuring a button to download object-specific XL-Connector templates on Salesforce Classic
• Configuring a button to download object-specific XL-Connector templates on Salesforce Lightning
• Configuring a button to run XL-Connector 365 Flows in Excel Online
• Creating an XL-Connector template for upload
• Installing XL-Connector Managed Package

• Report Import Fails Due to Salesforce Step-Up Authentication

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• Enabling Multi-factor Authentication for a Salesforce User
• I’m getting ‘Access Denied’ error when logging in to Salesforce

• Automate Salesforce data exports into Google Sheets with G-Connector
• Automate Salesforce Data operations in Excel with XL-Connector Flows
• Bulk Update Salesforce Records from an Excel spreadsheet
• Create and Update Salesforce Validation Rules in Bulk in Excel
• Download and Install XL-Connector
• Figuring out the upsert operation in Salesforce

• Privacy Policy
• Google Limited Use Policy
• Cookie Policy

• DATA PROCESSING AGREEMENT
• Terms of Service
• Xappex’s Sub-processors List

• Changing the Plan on your Subscription
• Delegate your subscription user management to a co-worker
• END USER LICENSE AGREEMENT

• Customer Portal