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What You Need 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. 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 of those older apps are not anymore supported and they are dependent on those Microsoft standards but it is still worth mentioning such.
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. However, this is not anymore maintained but for those VBA gurus, this is 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.
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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 has that Contact or Account column, then you may choose to see either the actual Salesforce ID or perhaps 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 great tool, you will be able to easily as well as efficiently manage the bulk-processing of the 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 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.