You can now use the Excel Connector from the Add-Ins tab. With ODBC Driver, you can import the data directly into an Excel. The results can be exported to a CSV (Excel) or JSON file or to the clipboard by clicking the Table icon. To import the BigQuery Excel connector click on Data > Get External Data > Existing Connections (or Run Saved Query for Mac) then click Browse. You can use Microsoft Excel to access data from a Salesforce database using ODBC connector. I have some office addins (word, excel, outlook, powerpoint) for an application. You should now have a Connector button in the Add-Instab. Run Salesforce SOQL queries with the query builder. Users can get the Salesforce add-in themselves from Microsoft AppSource.Check the box next to “Sforce_Connect” and click OK.Ĭheck the box for “Sforce_Connect” to enable the Excel Connector for.Open Excel 2010, go to File > Options > Add-Ins and click on the Go button near the bottom of the window.Įnable the Excel Connector for from the Options > Add-Ins screen.
SALESFORCE EXCEL CONNECTOR FOR MAC ZIP FILE
Open the zip file and copy the sforce_connect.xla file into the Microsoft Office Add-Ins folder (on Windows 7 this is located at C:\Users\YOURUSERNAME\AppData\Roaming\Microsoft\AddIns\).Even though Im a massive fan of dataloader.io and the Excel connector. Be sure to grab the latest version (as of today it is sforce_connector_ee_1603.zip). Lexi Loader baby Old Skool Mac user here.
SALESFORCE EXCEL CONNECTOR FOR MAC INSTALL
The installation isn’t all that difficult, but the instructions for it are not very clear and I find myself having to hunt around for the proper procedure every time I install it. To help expedite importing spreadsheet data into Salesforce, we use an Excel Add-In tool called Excel Connector for (it’s a bit out of date, but it still works very well for importing data). In an ideal situation all of this data would be automagically shared between Salesforce, PeopleSoft, SharePoint, etc., but our various business systems aren’t that integrated. However, a lot of the data we use comes from other departments in the form of Excel spreadsheets (sound familiar to anyone?). My department uses Salesforce quite a bit, which is great because it provides an excellent platform for managing data.
0 kommentar(er)
