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Some Things to Know About the Salesforce Excel Connector 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 many years, so many Excel based tools have actually been made to help the Admins as well as the others do 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 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. This has to be installed manually into Excel and this may work with the Win10/Office2010 system. But, such is no longer maintained but for the VBA gurus, such is one open source product.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 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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Well, you may still use the Excel Connector to have such quick and also simple data updates since this may be a lot quicker than extracting the data and perform the updates and then upload the data with such existing 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. In order to access Sandbox, then you can click the Advanced button and you can change the 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.