-
XL-Connector
-
- 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
- Uploading Files to Salesforce
- Validating Dependent Picklists
- VBA Interface
- Show Remaining Articles ( 6 ) Collapse Articles
-
- 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
-
- 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?
- 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
- How do I update fields with Null values?
- Show Remaining Articles ( 3 ) Collapse Articles
-
- Articles coming soon
-
-
XL-Connector 365
- Installing XL-Connector 365
- Installing XL-Connector 365 for users in your Office 365 account (for Admins)
- Logging in to Salesforce
- Importing Data from Salesforce.com Reports
- Importing Data from Salesforce.com using SOQL (Salesforce Object Query Language)
- Pulling Data From Multiple Related Objects
- Refreshing Data Pulled from Salesforce
- Refreshing your Spreadsheets Automatically Offline
- Creating New Records in Salesforce
- Updating Existing Records in Salesforce
- Owner Change Settings
- Mapping Fields to Constant Values
- Using Upsert to Update or Create Records in Salesforce
- Using Record Names Instead of Ids in ID and Lookup Fields
- Dealing with Picklist and Lookup fields
- Mass Converting Leads in Salesforce
- Mass Merge Accounts, Contacts, and Leads
- Integration with Accounting Seed
- Slack Integration
- XL-Connector 365 Privacy Policy
- Show Remaining Articles ( 5 ) Collapse Articles
-
Excel Merge
- Excel Merge Managed Package
- Installing XL-Connector Managed Package
- Creating an XL-Connector template for upload
- Uploading an XL-Connector template to 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
- Placing XL-Connector Lightning component on any Lightning page
- Adding XL-Connector component to Salesforce Classic page layouts
-
G-Connector
-
- 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
- Slack Integration
-
- Articles coming soon
-
G-Connector for Zoho CRM
- Logging in to Zoho CRM
- Retrieving Module Data from Zoho CRM
- Manually Refreshing your Zoho CRM Data
- Creating New Records in Zoho CRM Using G-Connector
- Updating Existing Records in Zoho CRM from Google Sheets
- Deleting Records from Zoho CRM using G-Connector
- Setting Up Push Templates in G-Connector for Zoho CRM
- Scheduling Automatic Data Refresh from Zoho CRM
- Scheduling Automatic Data Pushes to 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
- G-Connector for Zoho CRM terms of service
-
Looker Studio Connector
-
Customer Portal
- Customer Portal
- How do I add users to my XL-Connector subscription?
- How do I transfer my existing XL-Connector license to a new user?
- How do I add users to my G-Connector subscription?
- How do I transfer my G-Connector license to a different user?
- 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
-
Legal
-
Videos
- Installing XL-Connector video
- Logging In XL-Connector Video
- 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
-
Blog
-
- In XL-Connector 3.4.1.1 through 3.4.2.9
- In G-Connector version 220201 through 221031
- In XL-Connector versions 3.4.0.0 through 3.4.1.1
- In XL-Connector version 3.3.9.9
- In G-Connector version 220216
- In XL-Connector version 3.3.9.8
- In G-Connector versions up to 220120
- In G-Connector versions up to 211020
- In G-Connector versions up to 210920
- In XL-Connector versions 3.3.6.8 through 3.3.8.5
- In XL-Connector version 3.3.6.7
- In G-Connector version 210302
- In XL-Connector 365 version 1.8.8
- In G-Connector 210218
- In version 3.3.6.2
- In XL-Connector 3.3.5.6
- In XL-Connector 365 version 1.8.1
- In XL-Connector 3.3.5.4
- In XL-Connector 3.3.5.0
- In XL-Connector version 3.3.4.6
- In G-Connector version 200915
- In G-Connector version 200907
- In G-Connector version 200817
- In XL-Connector versions 3.3.2.8 – 3.3.3.9
- In version 3.3.2.8
- In version 3.3.2.4
- In version 3.3.1.4
- In version 3.3.1.3
- In version 3.3.1.2
- In version 3.3.1.1
- In versin 3.3.0.4
- In version 3.2.9.5
- In version 3.2.9.4
- In version 3.2.9.0
- In Version 3.2.8.9
- In Version 3.2.8.7
- In Version 3.2.8.2
- In Version 3.2.7.3
- In versions 3.2.5.5 – 3.2.7.2
- In version 3.2.5.4
- In version 3.2.4.9
- In version 3.2.4.4
- In version 3.2.3.6
- In version 3.2.2.9
- In version 3.2.2.5
- In version 3.2.2.0
- In version 3.2.1.5
- In Version 3.2.0.1
- In version 3.1.9.5
- In version 3.1.8.2
- In version 3.1.8.0
- In version 3.1.7.5
- IN VERSION 3.1.5.6
- IN VERSION 3.1.4.8 - 3.1.5.1
- IN VERSIONS 3.1.3.4
- IN VERSIONS 3.1.3.5 - 3.1.4.7
- IN VERSIONS 3.1.2.6
- IN VERSIONS 3.1.2.5
- IN VERSION 3.1.2.3
- IN VERSIONS 3.1.1.8
- IN VERSION 3.1.2.2
- IN VERSIONS 3.1.1.7
- IN VERSIONS 3.0.9.6 - 3.1.1.2
- IN VERSION 3.0.9.6
- IN VERSION 3.0.7.9
- IN VERSION 3.0.6.7
- IN VERSION 3.0.4.7 - 3.0.6.0
- IN VERSION 3.0.6.2
- IN VERSION 3.0.4.7
- IN VERSION 3.0.3.9 - 3.0.4.5
- IN VERSION 3.0.0.3 - 3.0.0.9
- IN VERSION 3.0.0.2
- IN VERSION 1.9.6.7
- ENABLER 1.9.4.0 HAS BEEN RELEASED
- IN VERSION 3.0.0.1
- IN VERSIONS 3.1.3.4
- IN VERSIONS 3.1.3.5 - 3.1.4.7
- IN VERSION 2.0.1.2
- IN VERSION 2.0.0.8
- IN VERSION 2.0.0.9
- IN VERSION 2.0.0.7
- IN VERSION 2.0.0.5
- IN VERSION 2.0.0.4
- IN VERSION 2.0.0.2
- IN VERSION 2.0.0.0
- IN VERSION 1.9.9.3
- IN VERSION 1.9.9.4
- IN VERSION 1.9.9.2
- IN VERSION 1.9.9.0
- IN VERSION 1.9.8.8
- IN VERSION 1.9.8.9
- IN VERSION 1.9.8.7
- IN VERSION 1.9.7.9
- IN VERSIONS 1.9.7.6
- IN VERSIONS 1.9.7.4
- IN VERSION 1.9.6.5
- IN VERSIONS 1.9.6.0
- IN VERSION 1.9.5.1
- IN VERSION 1.9.4.8
- IN VERSION 1.9.4.6, UPDATES TO ANALYZE LAYOUTS
- ENABLER 1.9.4.2 HAS BEEN RELEASED
- ENABLER 1.9.4.1 HAS BEEN RELEASED
- ENABLER 1.9.3.9 HAS BEEN RELEASED
- ENABLER 1.9.3.8 HAS BEEN RELEASED
- ENABLER 1.9.3.7 HAS BEEN RELEASED
- IN VERSION 1.9.6.2
- IN VERSIONS 1.9.4.3 - 1.9.4.5:
- Show Remaining Articles ( 92 ) Collapse Articles
-
Links
Using Record Names Instead of Ids in ID and Lookup Fields
In a lot of cases our users face a situation when they don’t have a column of record Ids that must be used to update records or must be specified in the Lookup field to associate records with other records (Lookup or Master-detail fields).
XL-Connector 365 has a built in functionality of looking up record Ids based on their names. To make this possible, simply map a column of record names to either the Id field on your object or to any relational field (either lookup or master-detail), for example AccountId or OwnerId.
Here’s a simple example of changing the related account for a list of Contacts without having access to either Contact Ids or Account Ids. As you can see we only have Contact and Account names in the list:
Here are the mappings for this Update operation (note how we mapped the columns with names to the Id and master-detail fields in Salesforce):
With this setup, XL-Connector 365 will know to first lookup the Contact and Account Ids based on the corresponding names, and then use these Ids in the actual Update operation.
For standard objects that don’t have a Name field, the following fields will be used:
Case: Case Number
Event, Task, Action: Subject
Attention!
For reliable operation of the lookup functionality described in this post it is important that there are no duplicate record names in the system. If there are duplicates – there will be an error reported and the operation will not succeed.