Interesting Research on Sales – What No One Ever Told You

Salesforce Excel Connector – Things that You Must Know

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 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 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 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.

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. You should know that this is no longer maintained but for the VBA gurus, such is actually an open source product.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 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 Art of Mastering Sales

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. To access Sandbox, you may click the Advanced button and you may then change the URL to test.salesforce.com.
Valuable Lessons I’ve Learned About Tools

With such great tool, you will be able to easily as well as efficiently manage the bulk-processing of the Salesforce records. The Excel SmartClient can surely handle and also maintain the Salesforce data in Excel. Through just a single click, you can 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.