Uploading a Single Record from Assorted Cells

Published: November 14, 2024

XL-Connector offers a new mode for uploading records from Excel to Salesforce that allows you to collect data from multiple assorted cells in your spreadsheet and upload them to Salesforce in a click on a button. You’ll be able to configure this push mode for any flow step, but selecting the ‘Single record in object’ push mode:

In this same tab, you will need to define the operation, the object and the mappings to upload.

 

In the mappings, you will be able to reference a cell in your workbook or define a constant value and map it to the corresponding Salesforce field.

 

Once configured, you can run the flow step with a click of a button on your worksheet or from the ribbon, uploading the mapped data into a Salesforce record.

flash-icon Need Help?

We’re Here for You!

Try our powerful Salesforce data tools for free or upgrade for full access. Simplify data management and boost efficiency today!

By pressing 'Submit Form' you agree to our Privacy Policy