Some Things to Know About the Salesforce Excel Connector
As one Salesforce admin, you need to be responsible when it comes to making such salesforce data and also in maintaining the data as well as extracting this so that this can be analyzed and also be used by the other people. 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 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 actually no longer supported and they are also dependent on the Microsoft standards but it is still worth mentioning this.
If you want to benefit from the excel connector, you must know that this tool has been the first Excel tool which was designed to help the Admins in maintaining their Salesforce data. Such has to be installed manually into Excel and such can work with the Win10 or the Office2010 system. You should know that this is no longer maintained but for the VBA gurus, such is actually an open source product.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.
A Quick Overlook of Tools – Your Cheatsheet
This can still use the Excel Connector to have a fast and simple data update because this may be much quicker as compared to extracting the data and also do the updates and then upload those data with the present data loader tools. Also, when it comes to extracting data, when the object would have an Account or the Contact column, you may choose to see either such actual Salesforce ID or the Name. When you are going to access Sandbox, then you can just click the Advanced button and you can then change its URL to test.salesforce.com.
3 Lessons Learned: Tools
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 only a single click, then 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.