Some Things to Know About the Salesforce Excel Connector
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 many years, so many Excel based tools have actually been made to help the Admins as well as the others do such tasks. You could encounter the Admins who are not so aware of those applications so it is great that you get a review of those that are quite 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 want to know more about using such excel connector, you have to know that this tool has actually been the first Excel tool that has been made to help those admins maintain the 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 But, such is no longer maintained but for the VBA gurus, such is one open source product.
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 actually limited to API 16 which means that this doesn’t recognize those newer objects that are based on a lot newer versions of API and this can only update those records in just batches of 50.
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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. 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. To access Sandbox, you may click the Advanced button and you may then change the URL to test.salesforce.com.
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With such great tool, you will be able to easily as well as efficiently manage the bulk-processing of the Salesforce records. You must know that the Excel SmartClient allows you to manage and maintain the Salesforce data in the Excel. With just one click, you may sync the data in either direction. You may also use this to download data into Excel through running the existing Salesforce reports or through the use of such built-in search filters in order to create those queries on the fly and without having to access Salesforce.