Using Custom Formulas to Dynamically Pull Data From Salesforce

G-Connector has a built-in formula that you can use to run SOQL queries to populate cell-level data. Here’s an example of one: =RUNQUERY(“SELECT sum(amount) FROM opportunity WHERE stagename =’”&B1&”‘”) This…

In G-Connector version 210302

You can now view and manage all your data sources across all workbooks using the new Manage Data Sources function: The monthly schedule now has an option to select the last…

In XL-Connector 365 version 1.8.8

You now have an option to disable some of the report columns when pulling and refreshing reports from Salesforce: New possibilities with using Dynamic SOQL. The following syntax is now…

In G-Connector 210218

You can now view and delete all your data sources across all workbook with the help of the new Manage Data Sources feature:

In version 3.3.6.2

bool LogInWithAlias(string alias, out string error) VBA call is now available. This will help you build automations without keeping the login information in your script. You can now control which…

How do I transfer my XL-Connector 365 license to a different user?

In XL-Connector 365, your license is checked against your Salesforce account email address. To change the Salesforce email address linked to your license: Log in to your customer portal (https://portal.xappex.com) account. Click…

In XL-Connector 3.3.5.6

Salesforce API version 50.0 is now supported

In XL-Connector 365 version 1.8.1

You can now see all the Excel documents where you have scheduled automatic data operations and quickly access any of them. You can also enable/disable/delete the schedules actions for any…

In XL-Connector 3.3.5.4

Upload of files over 50MB is now supported.

In XL-Connector 3.3.5.0

When doing mass Insert/Update/Upsert, it is now possible to specify a time delay after each batch when uploading records synchronously. This might come in handy when uploading to orgs heavy…