Auto-Execute configuration from the App (Option 1 or 2, above). From the X-Author for Excel Designer ribbon in the app, click Action Flow. Click the check box for the correct action flow under "Auto-Execute (Launch from Salesforce") and save the app.
- Go to Setup > Create > Object > Buttons, Links, and Actions. ( ...
- Click New Button or Link.
- Enter the Label. ...
- Enter the Description of the button to help users understand the button.
- Select a Display Type for the button. ...
- Click the Behavior drop-down and select Execute JavaScript.
How do I Refresh my X-author for Excel license?
Click Refresh License. All users connecting to X-Author for Excel are now able to use licensed product features. X-Author for Excel is comprised of both Microsoft Dynamics managed solutions and an Excel add-in for each user. Designers will see both the X-Author Designer and X-Author for Excel tabs in the Excel menu.
What is the best solution to integrate Excel and Salesforce?
X-Author is the only solution that completely integrates Excel & Salesforce. Build your own Applications in minutes with point-and-click convenience – no coding necessary. Transform standalone Excel workbooks into enterprise applications, or create templates from scratch.
What is XFX-author in Salesforce?
X-Author is an enhanced UI of Excel , which can be used for managing Salesforce Data.It can handle data (CRUD) for an unlimited number of objects simultaneously and the data can be spread across worksheets and in any format – lists, parent child, forms and matrices.
How do I connect my X-author designer to Salesforce?
In the X-Author Designer or X-Author for Excel ribbon menu, click Connect. If this is the first time you have connected to Salesforce, the Manage Connections window opens. Under the Create a new connection section and in the Name field, enter the Salesforce.com user name.
How do you use X author?
0:511:54Apttus X Author - YouTubeYouTubeStart of suggested clipEnd of suggested clipWith X author you can use Excel to update your Salesforce objects leverage complex formulas for dataMoreWith X author you can use Excel to update your Salesforce objects leverage complex formulas for data analysis. And more you can even use chatter within your spreadsheets.
What is X author in Salesforce?
X-Author is an enhanced UI of Excel , which can be used for managing Salesforce Data.It can handle data (CRUD) for an unlimited number of objects simultaneously and the data can be spread across worksheets and in any format – lists, parent child, forms and matrices.
What is Conga x Author?
X-Author for Excel by Conga is a Salesforce Excel Connector which can update opportunities, assign leads, create quotes, upload data & more. Users have the power of Microsoft Office inside Salesforce. Admins drive toward 100% Salesforce adoption.
What is conga CLM?
Conga Contract Lifecycle Management (Conga CLM) is a cloud-based solution that standardizes, streamlines, and automates the contract lifecycle management process—from the initial request through drafting, redlining, sending for signatures, securing documents, managing obligations, and renewing contracts.
How do you add an X-author in Word?
To install X-Author for Contracts add-inOpen Microsoft Word.If you are installing the X-Author for Contracts add-in on Windows operating system, sign in to Microsoft Word.Select the Insert tab and click My Add-ins.Select the Store tab.Use the search box to search for the X-Author for Contracts add-in.More items...
Can you use XAuthor for Excel?
Installing and using X-Author for Excel requires you to install specific managed packages (for Salesforce) or solutions (for Microsoft Dynamics) in your environment (example: Salesforce, Microsoft Dynamics) and X-Author for Excel Add-in on your computer. Depending on your environment, refer to the specific sections below:
Does Apttus Omni have an Excel add-in?
You must have an Apttus Omni hosted tenant and the Excel add-in for each user. Designers will see both the X-Author Designer and X-Author for Excel tabs in the Excel menu. End users should install the runtime-only add-in and they will see only the X-Author for Excel tab.
The Beginning
What You Need to Know
What Is The Old-School Way of Doing things?
How Does The Appy Ninja Help?
How Does It Work?
- Three things you need to do, 1. Install X-AuthorExecutable File.(Received from the Client) 2. Install the Runtime and Designermanaged packages into your Salesforce Org 3. Connect to Salesforce from X-Author. 3.1. Install X-Author. Double click the installer executable file which will start the installation process. In less than a minute, it will ge...
The Real-Life Scenario
The Conclusion