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I use Microsoft Excel

I use Microsoft Excel

Help articles related to Xappex for Excel

FAQs

How do I transfer my existing XL-Connector license to a new user?

What is the maximum amount of Salesforce records I can work with?

I’m having proxy issues

What if my data is filtered in the spreadsheet?

What Do I need to select when inserting/updating/deleting records?

Where do I find Security Token?

My Get Data (or Update/Insert/Upsert) Dialog Box Is Visible in Windows Toolbar, but I Can’t Bring It Forward

I downgraded/reinstalled Microsoft Office and XL-Connector stopped working

I’m getting ‘Access Denied’ error when logging in to Salesforce

Why do I need to provide my permission to send email on my behalf?

I used to have the XL-Connector tab in my Excel ribbon, but now it’s gone

How do I transfer my XL-Connector 365 license to a different user?

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I use XL-Connector

Importing Data from Salesforce to excel using SOQL in XL-Connector

Create New Records in Salesforce from an Excel spreadsheet

Bulk Update Salesforce Records from an Excel spreadsheet

Figuring out the upsert operation in Salesforce

Using Text Fields Instead of Ids in ID and Lookup Fields

Mass Import/Export of images stored in Rich Text Area fields in Salesforce

Filling Gaps in your Data

Mass-downloading Documents from Salesforce.com

Mass-uploading Attachments to Salesforce.com

Bulk Deleting Records from Salesforce.com

Pulling Data From Multiple Related Objects

Importing Data from Salesforce.com reports

Logging in to Salesforce.com

Deploying XL-Connector via MSI Package

XL-Connector Download

Uploading a Single Record from Assorted Cells

Manage Salesforce Scoping Rules with XL-Connector

Manage Salesforce Restriction Rules with XL-Connector

Upload Multiple Related Records in Salesforce at once

Dynamically Adjust UI Elements for XL-Connector Users

Mass manage Salesforce Custom Object Fields

Mass update Field Level Security in Salesforce

Accounting Seed Financial Cube Formula (ASFC) for Salesforce

Mass convert Leads in Salesforce

Automate Salesforce Data Loads in Excel with XL-Connector Flows

XL-Connector: Your Custom Metadata Management tool for Salesforce

How to export and import Flows and Flow Steps from/to Salesforce

Using In-Cell Formulas to run SOQL queries in XL-Connector

Edit Report Filters

Run Any Data Load Scenario with a Single Click

Bring Picklist Values to your Salesforce Report

Scheduling Automated Data Refreshes in XL-Connector

Getting rid of duplicate Accounts, Contacts, and Leads in your Salesforce org

Generating VisualForce pages from Page Layouts

Determining Field Utilization

Figuring Out Field Utilization Across Layouts

VBA Interface

Uploading Files to Salesforce

Validating Dependent Picklists

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I use XL-Connector 365

How to assign a Salesforce lookup to any cell in Excel

Installing XL-Connector 365

Installing XL-Connector 365 for users in your Office 365 account (for Admins)

Automating Salesforce Data Operations with XL-Connector 365 Flows

Run Flows in your Connected Spreadsheet Directly from Salesforce

Mass Merge Accounts, Contacts, and Leads

Mass Converting Leads in Salesforce

Logging in to Salesforce

Owner Change Settings

Mapping Fields to Constant Values

Use Any Text field to Identify Record References in ID, Master-detail, and Lookup Fields

Convenient Editing of all Salesforce Field Types

Using Upsert to Update or Create Records in Salesforce

Updating Existing Records in Salesforce

Creating New Records in Salesforce

Integrating Salesforce data with Accounting Seed

XL-Connector 365 Privacy Policy

Refreshing your Spreadsheets Automatically Offline

Refreshing Data Pulled from Salesforce

Importing Data from Salesforce.com using SOQL (Salesforce Object Query Language)

Importing Data from Salesforce.com Reports

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I use Excel Merge package

Configuring a button to run XL-Connector 365 Flows in Excel Online

Run Flows in your Connected Spreadsheet Directly from Salesforce

Configuring a button to download object-specific XL-Connector templates on Salesforce Lightning

Configuring a button to download object-specific XL-Connector templates on Salesforce Classic

Configuring Mail Merge component on a Lightning page

Configuring Mail Merge component on a Classic page layout

Configuring the Mail Merge

Uploading an XL-Connector template to Salesforce

Creating an XL-Connector template for upload

Installing XL-Connector Managed Package

Placing XL-Connector Lightning component on any Lightning page

Adding XL-Connector component to Salesforce Classic page layouts

Excel Merge Managed Package

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