The Ultimate Guide to Tools



Some Things to Know About the Salesforce Excel Connector Being a salesforce admin, you must be responsible when it comes to making salesforce data and also to maintain such data and extract it even so that such can be analyzed and also used by other people. For many years, so many Excel based tools have actually been made to help the Admins as well as the others do such tasks. Well, you may encounter the Admins who are not quite aware of such applications so it would be great that you review those that which are popularly used. Some of those older apps are not anymore supported and they are dependent on those Microsoft standards but it is still worth mentioning such. If you are interested about using the excel connector, then you must know that such tool has been the first Excel tool which has been made to help the admins in maintaining their Salesforce data. This has to be installed manually into Excel and this may work with the Win10/Office2010 system. But, such is no longer maintained but for the VBA gurus, such is one open source product. This has a basic interface that permits you to log into the Salesforce platform and make those simple queries to download the data and this would also permit you to mass create and edit as well as delete records. This is limited to API 16 so this means that such doesn’t recognize the newer objects which are based on those newer versions of the API and this may only update the records in batches of 50.
The Beginner’s Guide to Options
Well, you may still use the Excel Connector to have such quick and also simple data updates since this may be a lot quicker than extracting the data and perform the updates and then upload the data with such existing data loader tools. Also, when it comes to extracting data, when the object has that Contact or Account column, then you may choose to see either the actual Salesforce ID or perhaps the Name. To access Sandbox, you may click the Advanced button and you may then change the URL to test.salesforce.com.
A Simple Plan: Systems
With this great tool, then you will be able to efficiently and readily manage such bulk-processing of the Salesforce records. The Excel SmartClient can surely handle and also maintain the Salesforce data in Excel. With only a single click, then you may sync the data in either direction. You can also use such to download data in Excel by running the existing Salesforce reports or by the use of the built-in search filters to create queries on the fly and without the need to access Salesforce.