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Salesforce Excel Connector – Things that You Must Know 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 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. 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 older apps are not anymore supported and they are more dependent on the Microsoft standards but still such is worth mentioning. When you like to use such excel connector, you have to know that this kind of tool has been the first Excel tool that has been designed in helping the admins to maintain their Salesforce data. This has to be installed manually into Excel and this may work with the Win10/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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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 fantastic tool, you can readily and efficiently manage the bulk-processing of Salesforce records. You must know that the Excel SmartClient allows you to manage and maintain the Salesforce data in the Excel. With just one click, 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.