What You Need to Know About the Salesforce Excel Connector
Being a salesforce admin, you must be responsible when it comes to making salesforce data and also to maintain such data and extract it even so that such can be analyzed and also used by other people. For a number of years, a lot of Excel-based tools have been made in order to help the Admins and the others to do these 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 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. 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 You should know that this is no longer maintained but for the VBA gurus, such is actually an open source product.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 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.
Where To Start with Systems and More
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.
How to Achieve Maximum Success with Systems
With this great tool, then you will be able to efficiently and readily manage such 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 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.