Mass Merge Accounts, Contacts, and Leads

Mass merging Accounts, Contacts, and Leads in XL-Connector 365 works the same way as if you were to merge two or three records in Salesforce, except that XL-Connector 365 lets…

Mass Converting Leads in Salesforce

To mass-convert a list of Lead records in Salesforce from an Excel spreadsheet, you’ll need to have at least two mandatory fields pulled from Salesforce: Lead Id Lead Status (needs…

In XL-Connector 3.4.1.1 through 3.4.2.9

It is now possible to use Owner Change Options for certain standard objects like Account, Opportunity, etc. Queries that are longer than 100,000 characters are now supported. For example dynamic…

Dynamically Adjust UI Elements for XL-Connector Users via Customer Portal

Xappex customer portal now has a way for any enterprise account owner to control (turn on/off) user interface and other features for all users of a corporate a XL-Connector  subscription.…

Dynamically Adjust UI Elements for G-Connector Users via Customer Portal

Xappex customer portal now has a way for any enterprise account owner to control (turn on/off) user interface and other features for all users of a corporate a G-Connector subscription.…

Logging in to Salesforce

In order to be able to work with your Salesfoce.com database from Excel, you’ll need to log in to Salesforce. XL-Connector 365 will always load the Log In page on…

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…