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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 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 not anymore supported and they are dependent on those Microsoft standards but it is still worth mentioning such. 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 must be installed manually into Excel and this may work with the Office2010 or the Win10 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 You should know that this is no longer maintained but for the VBA gurus, such is actually an open source product.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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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. 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 this great tool, then you will be able to efficiently and readily manage such bulk-processing of the Salesforce records. You must know that the Excel SmartClient allows you to manage and maintain the Salesforce data in the Excel. With only a single click, then you may 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.