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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 several years, so many Excel-based tools have actually been made to help such Admins and the others in performing such tasks. You could encounter the Admins who are not so aware of those applications so it is great that you get a review of those that are quite 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.

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. But, such is no longer maintained but for the VBA gurus, such is one open source product.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 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. Also, when it comes to extracting data, when the object would have an Account or the Contact column, you may choose to see either such actual Salesforce ID or the Name. To access Sandbox, you may click the Advanced button and you may then change the 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. The Excel SmartClient can surely handle and also maintain the Salesforce data in Excel. Through just a single click, you can sync the data in either direction. You may also use this to download data into Excel through running the existing Salesforce reports or through the use of such built-in search filters in order to create those queries on the fly and without having to access Salesforce.