installing – Xappex

To sign up for a free, no obligation, 30-day trial of XL-Connector, please download and install the XL-Connector Excel Add-in as described below. Once you log in to your Salesforce…

XL-Connector 365

Mass Merge Accounts, Contacts, and Leads

Mass Converting Leads in Salesforce

Logging in to Salesforce

Owner Change Settings

Mapping Fields to Constant Values

Using Record Names Instead of Ids in ID and Lookup Fields

Dealing with Picklist and Lookup fields

What is the difference between XL-Connector and XL-Connector 365?

Using Upsert to Update or Create Records in Salesforce

Updating Existing Records in Salesforce

Installing XL-Connector On Your Own

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