Questions tagged [salesforceexcelconnector]

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SFDMU - Deleting 30 Millions records

I deleted 30M records with SFDMU. The only issue I faced was that I have to update the Json file for every 900,000 records and re-trigger the job using sfdx sfdmu:run --targetusername Production. By ...
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Permissions required for Get Data from Salesforce Reports from Excel

MS Excel (Enterprise for Windows) has a handy tool to get Get Data from Salesforce Objects / Reports (via Power Query). This works well for me (with Sys Admin permissions), but my colleagues are ...
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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 ...
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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. ...
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553 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? ...
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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. ...
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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/...
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560 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="{!...
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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 ...
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2 votes
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590 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 ...
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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 ...
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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 ...
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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) ...
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1 vote
1 answer
140 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 ...
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6 votes
3 answers
6k 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 ...
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1 vote
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144 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 ...
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332 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 ...
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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/...
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2 answers
877 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 ...
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