Salesforce Excel Connector – Things that You Must Know 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 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 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 older apps are not anymore supported and they are more dependent on the Microsoft standards but still such is worth mentioning. When you like to use such excel connector, you have to know that this kind of tool has been the first Excel tool that has been designed in helping the admins to maintain their 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 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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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. 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.
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With such fantastic tool, you can readily and efficiently manage the bulk-processing of 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.
