Questions tagged [salesforceexcelconnector]

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1answer
36 views

API 16.0 Retiring Summer21 - Excel Connector workarounds?

With the imminent retirement of API versions through 20.0, I'm thinking about Excel Connector (Runs for me on API 16.0). I'm looking for a good way to mimic its features or to get it to work with ...
0
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1answer
31 views

Is there a third-party or native methodology for pushing/pulling data to/from Excel to specific Salesforce Objects?

Our desired workflow is as follows: 1. Creation of quote data for a specific project within Excel using a template containing a myriad of formulas necessary to accommodate technical selling. 2. ...
0
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1answer
62 views

Fetch Files Related to opportunity in salesforce

I want to run a SOQL query that fetches files associated with opportunities(in a particular stage). If I am not wrong content version is the actual object I need to be querying on to fetch content? ...
0
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1answer
91 views

Excel VF Page change custom field labels

I have below VF Page that downloads the excel as I need. But I have further requirement to show A,B,C etc as header values in excel instead of the generic labels of the custom fields shown in excel. ...
0
votes
1answer
187 views

Bulk Updates - Salesforce Marketing Cloud - Excel Connector

I need to do a mass update to all of the email templates in Salesforce Marketing Cloud. From what I've researched, there are no built in app tools do allow this. I know a popular tool for exporting/...
0
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1answer
456 views

Export a DataTable generated by a function (HTML tables) to Excel

Based on the requirements, i have to generate 3 dataTable using a JQuery function like below and i need to implenet a button to export the result into an excel file. I'm currently using contentType="{!...
1
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1answer
1k views

Data Loader for Professional Edition Salesforce That Does Not Use API?

I am working on a project to clean out old tasks and would like to be able to export all tasks including those which are archived and then upload a list of activity IDs for the ones which I would like ...
2
votes
0answers
252 views

Salesforce connector Excel Add in - auto refresh doesn't trigger a data connection download

I have an excel file which uses Salesforce connections (Salesforce Connector) to download the report file in csv format and updates the excel sheet with new data. When i use the option Refresh All ...
1
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0answers
1k views

Issue while exporting data in Excel format from Visualforce

There is a VF Page where we have Export button There is no issue when exporting single record excel opens but while exporting multiple records excel is getting corrupted . Please Help!!! This Class ...
0
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0answers
528 views

Export to Excel

I have VF page V1 with multiple page block table. I have a requirement to create a link to export one of the pageblocktable to excel. so decided to create separate VF page to render the page block ...
1
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0answers
479 views

Export Parsed Data To CSV Format From Visualforce?

I re-titled this so as to make it simpler in concept - JSON is not directly the issue, it's the ability to export data that appears in a VF page. We have a situation where, when Leads (or Accounts) ...
1
vote
1answer
137 views

Need to export data in excel and the after computing the data again need to store in salesforce

I have an excel file which contains several formulas. I need to take out some data from Salesforce into that excel file and after computing that data need to store the results back to Salesforce. Any ...
6
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3answers
3k views

Mass Delete Tens Of Millions Of Records

I have done my due diligence on this and simply cannot find an answer that does not involve Apex, which is what I'm trying to avoid for various reasons. Does anyone know how to adequately without a ...
1
vote
1answer
131 views

How to I identify the id's of opportunity fields other than the default ones so that I may fill these using a macro from Excel?

So the nature of my work means that I need to keep a record of our opportunities on an excel spreadsheet, and then these are then to be transferred to Salesforce so that management have a clear ...
0
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0answers
299 views

Limits on Salesforce Excel connector data

I have configured sforce_connect.xla add-in in excel to fetch data from salesforce to excel sheet. Now for query results I am getting maximum 790 records where it should be 1000 or more as I can ...
1
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1answer
848 views

Error in Connect Salesforce using Excel Connector

I have a requirement to connect to salesforce from excel by Salesforce connector add-ins. After installing and configuring the whole as mentioned here https://code.google.com/p/excel-connector/wiki/...
0
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2answers
573 views

Salesforce Excel Connector

I need to know about following conditions. 1) I need to run a query on excel connector with where clause and IN operator. Example - select id from pricebookentry where id IN (set of ids) 2) I ...