Salesforce Excel Connector – Things that You Must Know As a Salesforce admin, you should be responsible when making salesforce data and in maintaining the data and also extract this even so that this may be analyzed and used by other individuals. For several years, so many Excel-based tools have actually been made to help such Admins and the others in performing such tasks. Well, you may be able to encounter the Admins who are not really aware of the applications so it would be great that you would review those which are really popularly used. Some older apps are not anymore supported and they are more dependent on the Microsoft standards but still such is worth mentioning. When you like to use such excel connector, you have to know that this kind of tool has been the first Excel tool that has been designed in helping the admins to maintain their Salesforce data. Such has to be installed manually into Excel and such can work with the Win10 or the Office2010 system. However, this is not anymore maintained but for those VBA gurus, this is an open source product. It comes with a basic interface allowing you to log into the Salesforce platform and make simple queries to download the data and such also allows you to mass create as well as edit and also delete records. This is really limited to API16 and such means that such is not able to recognize the newer objects which are based on a much newer version of the API and this may just update the records in only batches of 50.
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You can still utilize the Excel Connector to have a fast and simple data update because this can be much quicker as compared to extracting the data and also doing the updates and upload the data with the current data loader tools. Moreover, in extracting data, if the object has an Account or Contact column, then you can either see the actual Salesforce ID or the Name. In order to access Sandbox, then you can click the Advanced button and you can change the URL to “test.salesforce.com”.
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With such fantastic tool, you can readily and efficiently manage the bulk-processing of Salesforce records. Know that the Excel SmartClient would allow you to manage as well as maintain the Salesforce data in Excel. With only a single click, then you may sync the data in either direction. You may also make use of this for downloading data in Excel through running that existing Salesforce reports or through the use of the built-in search filters in order to make queries on the fly and without the need to access that Salesforce.