Activity Forums Salesforce® Discussions Run a Query on Salesforce Excel Connector Reply To: Run a Query on Salesforce Excel Connector

  • Gourav

    Member
    April 29, 2016 at 9:13 am

    Consider using the excellent tool - Enabler4Excel ? https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B3GBzEAN , It gives you a visual way to create and assess Salesforce queries.

    This is a Microsoft Excel add-on enables easy mass updates, inserts, and deletes. Has extra functionality of determining which fields are in and out of layouts, as well as a tool for field(s) utilization calculation. VisualForce from layout page generation.

    Salesforce Enabler for Excel connects your Excel spreadsheet right to your Salesforce.com database instance. It lets you do regular dataloader oprations like get, insert, update, delete, upsert, but without having to deal with .csv files. Everything is done right there in Excel. You can pull records from the database using a custom SOQL query, change a couple of fields, and push them back into the database. All in a couple of minutes and without leaving Excel. The add-on also contains some tools that can come in handy to a Salesforce administrator. It can run a set of layouts and in a couple of seconds generate a report containing all fields that are in the layouts, as well as all fields that are not in the layouts, which is invaluable for cleanup purposes.

    VisualForce from layout generation tool will jump-start your VisualForce page development by generating a page from any existing layout.