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. Well, you may encounter the Admins who are not quite aware of such applications so it would be great that you review those that which are 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. 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. Such has to be installed manually into Excel and such can work with the Win10 or the Office2010 system. However, this is not anymore maintained but for those VBA gurus, this is an open source product. Such has a basic interface allowing you to log into such Salesforce platform and also make the simple queries for downloading data and such would also allow you to mass create as well as edit and delete those 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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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. To access Sandbox, you may click the Advanced button and you may then change the URL to test.salesforce.com.
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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 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.