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Salesforce Excel Connector – Things that You Must Know Being a salesforce admin, you must be responsible when it comes to making salesforce data and also to maintain such data and extract it even so that such can be analyzed and also used by 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. 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. However, this is not anymore maintained but for those VBA gurus, this is an 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 really limited to API16 and such means that such is not able to recognize the newer objects which are based on a much newer version of the API and this may just update the records in only 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. 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.