Search for Salesforce Connector in the Google Workspace Marketplace and click on Salesforce Connector Google LLC to access the installation window. How To Use The Google Sheets Salesforce Connector - Marketplace 3. Click on “Install” and then “Continue”.
How do I connect MS Office to Salesforce?
Most versions of MS Office require you to install Force.com Office Toolkit and then install Excel Connector XLA. Excel and any other MS Office tool like Access or PowerPoint, use an ODBC Driver to access Salesforce, and for that driver to work, you will need to get API access enabled on your Salesforce account.
What makes XL- connector the best for Salesforce reporting?
The ability to seamlessly pull Salesforce data into spreadsheets is what defines XL-Connector the best. You can choose between pulling an existing Salesforce Report into Excel, or building your own SOQL query directly in Excel. I chose to go with an existing Salesforce Opportunities report.
How to create a Salesforce object from Excel data?
1 Open Excel and go to the Data Tab → New query → From Other sources. 2 Next, select → Salesforce objects → choose one option from Production or Custom → enter your Salesforce credentials, if asked for. You will have 2 options here. 3 Navigator allows users to select SF objects OR use the “Load To” option to load to a table or create a connection.
How do I install XL connector 365?
XL-Connector 365 can be installed directly from the Office Store (again, in no time) and will become available as an Add-In in good ol’ Excel (Windows or Mac), as well as in the online version. The documentation Xappex provides for all of their products is simple, straightforward and regularly maintained.
How do I enable the Excel XL-connector?
XL-Connector should now load correctly....To change that:Go to File -> Options in Excel.Click on Trust Center -> Trust Center Settings.Click on Add-ins on the left.Uncheck the 'Disable all Application Add-ins' box if checked:
How do I install an XL-connector?
You can install XL-Connector 365 directly from the Office Store, whether in the Online or Mac version of Excel....Refreshing Data Pulled from SalesforceClick on Insert.Click on My add-ins.Click on Store.Search for XL-Connector.Click Add.
Does Salesforce have an Excel plugin?
Devart Excel Add-in for Salesforce allows you to connect Microsoft Excel to Salesforce, quickly and easily load data from Salesforce to Excel, instantly refresh data in an Excel workbook from Salesforce, edit these data, and update Salesforce from Excel.
How do I automate Salesforce to Excel?
0:322:55Salesforce and Microsoft Excel Integration Export new ... - YouTubeYouTubeStart of suggested clipEnd of suggested clipClick on this use case box. And then click the get started button you will see the add accountMoreClick on this use case box. And then click the get started button you will see the add account screen here you will connect your microsoft excel and salesforce accounts to automate.io.
What is XL connector?
XL-Connector is a data loader that does just that – provides tools to pull data from Salesforce, work on it in Excel, and push it back with one click – no CSV files, no hassle, and you have all the amazing tools of Excel right at your fingertips: pivot tables, charts, formulae, lookups, etc.
How do I use G connectors in Salesforce?
Log in to Salesforce. Select cells in your sheet so that your selection spans across all rows that you want to insert (it doesn't matter if the selection spans across one or multiple columns), e.g.: On the Add-ons menu, click G-Connector for Salesforce -> Update/Insert/Upsert Selected Rows.
How do I link my Salesforce report to Excel?
Open MS Excel, go to Data -> Get Data -> From Other Sources and click on From ODBC. Choose the Salesforce Data source that you have configured in the previous section. Click on OK, you should now see authentication window as below. Fill in your username and password and Click on Connect.
What is a Salesforce connector?
Use these connectors to sync your data in systems that are part of the Salesforce ecosystem, including external Salesforce orgs, to CRM Analytics.
How do I update Salesforce to Excel?
Run: Upload mapped update data from Excel to SalesforceOn the Map tab, click Condition Builder. ... Select the field. ... In the Field Description box, click the field you want.In the Value Type box, choose Fixed Value.In the Comparison box, choose an operator from the list. ... In the Value box, type the number or text.More items...
Can you export data from Salesforce to Excel?
Exporting data from SalesForce to Excel is pretty simple, once in a report, select the menu arrow > export > Excel format > Export. This will directly open the report in the Excel application, and the data will be usable within Excel spreadsheet program.
How do I automatically export reports in Salesforce?
Method 1: Automate Salesforce Data Export Using Salesforce Built-In Export FeatureClick on “Setup” enter “Data Export” in the “Quick Find” box, then select “Data Export” and “Export Now” or “Schedule Export”. ... Select the intended encoding for your export file.More items...•
How do I automate a data loader in Salesforce?
Data Loader Command Line IntroductionStep 1: Create the encryption key.Step 2: Create the encrypted password for your login username.Step 3: Create the Field Mapping File.Step 4: Create a process-conf.xml file that contains the import configuration settings.Step 5: Run the process and import the data.
How to import Salesforce data into Excel?
To import Salesforce data into Excel, you can use the Salesforce Excel connector. Step 1: Open Excel and go to the Data Tab → New query → From Other sources. Step 2: Next, select → Salesforce objects → choose one option from Production or Custom → enter your Salesforce credentials, if asked for. You will have 2 options here.
Does Force.com require Excel Connector XLA?
Most versions of MS-Office require you to install Force.com Office Toolkit, and then install Excel Connector XLA. Excel and any other MS-Office tool like Access or PowerPoint, use an ODBC Driver to access Salesforce, and for that driver to work, you will need to get API access enabled on your Salesforce account.
Features
XL-Connector’s main objective is to ensure that you can securely export, import, and automatically refresh Salesforce data using an Excel user experience.
Use Cases
Xappex is keen on ensuring that the XL-Connector will offer a productivity boost to any user while they’re completing the day-to-day tasks.
Impact
As we said in the opening: you can take users out of Excel, but you can’t take the love for excel out of some users. Salesforce may not be intuitive for those users who have spent their work-lives using Excel, which will negatively impact user adoption, and ultimately, lead to Salesforce failing your organization. It’s a vicious cycle.
Setup
From downloading and installing the XL-Connector locally on your machine, to accessing all the functionality, will take no longer than a few minutes of your time.
Pricing
In terms of pricing, the first thing to highlight is some functionality is available for free: the ability to pull unlimited reports and queries from Salesforce locally.
Summary
With so many features to make use of constantly, XL-Connector as well as G-Connector have tremendous potential to become a one-stop-shop for managing Salesforce.com data for both users and admins.
