Some Things 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. 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 older apps are not anymore supported and they are more dependent on the Microsoft standards but still such is worth mentioning.
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. 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 You should know that this is no longer maintained but for the VBA gurus, such is actually an open source product.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.
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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. 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. 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 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. 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.