The tag has no wiki summary.

learn more… | top users | synonyms

2
votes
2answers
69 views

How to import an SFDC Report CSV export file in Numbers on Apple's iCloud?

Using Numbers on a Mac for editing my spreadsheets, but unable to find a way of downloading a report (export) from Salesforce and doing the following with Numbers: open, edit, and save. How to open ...
2
votes
1answer
57 views

Excel Connector seems to connect to a sandbox database

I'm trying to use Excel Connector to import data into Salesforce. A colleague of successfully used it before and now I want to finish the job. Our Salesforce database already contains all our clients. ...
2
votes
0answers
38 views

Excel Connector doesn't show up on the Add-in ribbon after adding to Excel, how do I fix it?

I downloaded the toolkit 4.0 and excel connector 1603, followed the instructions to add this in Options/Add-Ins. It's shown as an active application Add-ins, but it doesn't show up on the Add-ins ...
2
votes
3answers
51 views

Question about generated Excel Reports

"Copyright (c) 2000-2014 salesforce,com, inc, All rights reserved" This is what shows up when I export my report to an Excel file. Is it possible to change this? If it is (through a salesforce ...
4
votes
2answers
1k views

call apex method from visual force page (not in constructor)

I want to call public apex method on load of visual force page, for purpose of Excel exporting. But I don't want to put that method in Constructor of apex class, because of some limitation (example:I ...
3
votes
1answer
43 views

Challenge: How do I get variables from Salesforce to a workbook and back with results

First off, I don't even like the direction my question is taking, but this is what is requested. We are trying to create a form in SF for sales reps to use to input numbers, hit a button and receive ...
5
votes
1answer
588 views

Reading MS-Excel Files using apex code

I have a requirement where I need to upload the excel file, parse it and store in documents. I know uploading csv and parsing but the requirment is with excel upload. Anybody done this previously? ...
3
votes
2answers
144 views

Text to Columns Function in Salesforce?

Is there a "Text to Columns" function or app (similar to the Text to Columns Data Tool in Excel) in Salesforce? Some of my data sets are too large for Excel to handle prior to uploading into ...
2
votes
1answer
178 views

Batch converting leads from an excel sheet

I am new to Force.com and Salesforce in general and am looking for assistance with a client requirement. On a regular basis, they receive an excel sheet from a partner listing new customers that have ...
1
vote
0answers
81 views

SSO and Excel connector

Is there a way to login from an excel connector using SSO credentials? I did see the post here https://code.google.com/p/excel-connector/issues/detail?id=31 requesting to add SSO for excel connector. ...
3
votes
1answer
438 views

Get xls File on Remote Server and Send as Email Attachment APEX

I have an xls file sitting on www.mysite.com/files/myfile.xls. I would like to have SalesForce via APEX grab (Not Read) this file and send it as an attachment to an email. I know how to send emails ...
3
votes
1answer
468 views

Generating excel file with dynamic name

I am trying to generate a excel sheet from a VF page. i am using contenttype="application/x-excel#filename.xls" on the page tag. These work perfectly fine. I just need a way to have the filenames ...
2
votes
2answers
194 views

Create new field based on data from spreadsheet?

I'd like to create a new field for Account objects in Salesforce which is filled based on if the Account Name matches one of the names on a spreadsheet that I have. So I basically want to have a giant ...
0
votes
1answer
122 views

Inserting Account and custom object record at the same time?

Hi i need to create a record in both Account and custom object"customlead" at the same. I tried this DataLoader but at a time we can select only one object. I need to select both how this could de ...
0
votes
0answers
452 views

XLS Read and Automatic CSV conversion

We have a requirement to read contents (rows) from an XLS file and upload (the file as an attachment) the same once the read and insert into custom Objects are complete. My observation after ...
1
vote
2answers
169 views

Perform Insert/Update/Query/Delete operations on Force.com records via Excel

Scenario: I am looking at a viable approach to insert/update/query/delete records in Force.com right from a predefined Excel Template. These operations will have to be done by the End Users. ...
4
votes
2answers
717 views

Visualforce to Excel: Prevent long number from being displayed in Scientific Notation

I have a Visual page which offers the capability of exporting a data table to Excel. There is a text field called Account number. Some account numbers are more than 12 digits long. When such numbers ...