What you need to do is simply put a replication tag, and Nintex will automatically fetch the data and insert it on your document. Field Tagger Field Tagger is where you can add, view, and maintain tags for your DocGen Packages. It lets you choose the objects you want to work with and insert the field tags into your templates easily.
How do I replicate a column from Excel to Salesforce?
Select the Replicate Rows tag from the field tagger, highlight all the columns you would like to be replicated in Microsoft Excel and insert the Start Tag into the Excel range for all the highlighted columns. Upload or replace the Excel document to your Salesforce files. For more information, see Manage templates in DocGen Packages.
How can I use Nintex with Salesforce?
With Nintex Workflows can be designed to route documents for internal review and approval by sales management, legal, or others—then sent directly to customers for eSignature. Leverage Nintex Forms to update Salesforce records, trigger workflows, or generate documents.
How do I replicate rows within Microsoft Excel using docgen?
To replicate rows within Microsoft Excel, you will need a DocGen Package that has a basic relationship with a child relationship, as well as a Repeat By option of Row. For more information, see Relationships. Navigate to the App Launcher by selecting the in the upper left corner, select Nintex DocGen. Open the DocGen Package you want to work with.
How to pull data from Salesforce to excel?
The third way to pull Salesforce data into Excel is to use Excel Add-Ins for Salesforce. Add-ins help you to connect Microsoft Excel to Salesforce, load data from Salesforce to Excel, instantly refresh data in an Excel workbook from Salesforce, edit these data, and update Salesforce from Excel.
Duplicate Rows – Copy and Paste
The easiest way to duplicate rows is to use Excel’s Copy and Paste functionality. Say you have the following data set and want to copy Row 7 to Row 8.
Duplicate Rows in Google Sheets
You can use any of the options above in exactly the same way in Google Sheets to duplicate rows.
What is Salesforce 2020?
Salesforce is a multifunctional and highly customizable CRM platform, which is used by millions of users to manage complex business processes and boost the productivity of sales, customer service, marketing teams, etc. Microsoft Excel is a spreadsheet program, which is so familiar and comfortable for many users worldwide, ...
How to export data from Excel?
To export data, open a blank Excel workbook, click on the Data tab, then Get Data → From Online Services → From Salesforce Objects. In the opened window, select between connecting to Production or Custom environment and sign in to Salesforce.
Is Salesforce a universal data loader?
This way of getting Salesforce data is a universal one and can be equally profitable for individuals and companies. With simple interface of data loaders, you need minimum configuration and less efforts. Salesforce data loaders support different types of operations and mass update of data.
Can you change the data in Salesforce?
to filter something, add some column, etc. However, this applies only to the data being loaded to Excel. The data in Salesforce will not be changed anyhow.
Can you export data from Salesforce to Excel?
To export data using data loaders is the first and most standard way. Using these tools, you can export data from Salesforce to Excel as CSV files, make changes to these files in Excel and import changed CSV files back to Salesforce. You can find many of such data loaders on the Internet, and many of them have free versions.
Description
So you use Microsoft Excel to collect your custom object details, and you would like to turn it into actual custom objects in Salesforce. Instead of the routine and manual export-import, the smarter option is to use this integration.
Apps you need
Microsoft Excel lets you organize your data in spreadsheets and workbooks, saving changes automatically. Excel lets you collaborate with multiple stakeholders simultaneously so that everyone stays on the same page.
Why Automate.io?
iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.