Owner Change Settings

When you are changing record ownership during a mass-update operation, there’s an option to define multiple settings associated with such update. These are standard settings supported by some Salesforce standard…

Mapping Fields to Constant Values

When mappings fields for Update, Insert, or Upsert operations, you can map one or more Salesforce fields to a constant value, either defined in the mapping or taken from a…

In G-Connector version 220201 through 221031

It is now possible to connect the same Google Sheet to multiple Salesforce accounts and schedule automatic data operations there. Alerts and Notifications are now combined in a single Notifications…

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…

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 XL-Connector versions 3.4.0.0 through 3.4.1.1

A beta version of Merge operation that supports all objects (standard and custom) has been released. If you run into any issues with this function, please reach out to support@xappex.com…

Dealing with Picklist and Lookup fields

XL-Connector 365 has a built-in tool that will make your life easier when working with fields of type picklist, multiselect picklist, or reference. To use this tool, you’ll need to…

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

Main differences between XL-Connector and XL-Connector 365: XL-Connector 365 works in any Excel (Excel for Windows, Excel for Mac, Excel Online), while XL-Connector only works on Windows XL-Connector 365 can…

Using Upsert to Update or Create Records in Salesforce

Users often ignore a very powerful feature when dealing with data in Salesforce.com: the Upsert operation. This word always gets underlined by my spell checker because it doesn’t exist, upsert…

Updating Existing Records in Salesforce

To update records in Salesforce in bulk, you will first need to pull them to your Excel spreadsheet. You can do it using either SOQL or Reports. You can retrieve your data with…