EXCEL CONNECTOR FOR SALESFORCE

Introduction:

Sales force provides programmatic access to your organization’s information using a simple, powerful, and secure application programming interface, the Force.com Web Services API.

Any functionality regarding Excel Connector is available only if your organization has the API feature enabled. This feature is enabled by default for Unlimited, Enterprise, and Developer Editions. Some Professional Edition organizations may also have the API enabled.

The Office Toolkit version of the API provides a Component Object Model (COM) interface to developers who want to write client applications that use COM technology to access their organization’s Sales force data. The Office Toolkit is built on top of, and interacts with, an organization’s Sales force data via the API. The Office Toolkit acts as an intermediary between COM client applications and the API, handling certain tasks implicitly so that client applications are simpler to code.

Download And Install the Sforce Office Toolkit

1. Goto  https://code.google.com/p/excel-connector/downloads/detail?name=sforce_connector_ee_1603.zip&can=2&q=
2. Click to download File- save.
3. Extract the .zip folder into your preferred folder.

For Professional Edition users

1. Goto  https://code.google.com/p/excel-connector/
2. Under the download menu, click sforce_connect_pe_winter11.zip

4. Open the Zip file,it has a .xla file contained within it.

5. Open Excel and click on start button. Then click “Excel Options”.

6. Select Add-Ins from the side menu in Excel options.

7. In the bottom of the pane ,you should see a menu called “manage” with excel Add-Ins selected. Click Go.

8. You should see the Add-Ins menu, Click Browse and navigate to the folder where you saved the .xla file.
9. Select the .xla file and add it to the Add-Ins menu.
10. You should noe see the SForce Connector Add-in as an available option in the Add-Ins menu.

11. Click Ok in Excel. Click on Add-Ins tab to start using the connector

Login to Salesforce.com via the Connector

1. Under the Add-Ins tab in Excel, Select “Table Query Wizard”.

2. Enter your Salesforce.com credentials.

3. Click Login.

Querying Saleforce Data

Once logged in the Wizard will walk you through the remaining steps needed to pull in data from your Salesforce instance.

Step 1:  Indicate where in the Spreadsheet you want to put the data returned from the query.  Click Next.

Step 2a: Choose the Table that holds the data you wish to analyze.  Click Next.

  Step 2b: Choose the Fields that hold the data you wish to analyze.  Click Next.

 

Step 3: Add any conditions by which you want to filter the data before it is returned to Excel.  When done, click Run Query.

The Data is queried from Salesforce and pulled into Excel.  Depending upon the amount of data, this may take several minutes.

 

 Once the data is returned you can use it as you would other Excel data to analyze, make pivot tables, charts, etc.

 

Update Data to org.

1. We can even make modifications to the data queried, and update those values. Select the cells in which the modification is done.

2. Under the Add-Ins tab in Excel, Select “Update Selected Cells”.

3. You will get a pop-up saying:

4. Click Ok

To Insert Data:

To insert a new row of data into salesforce.com

1. Enter the new data for these records into the appropriate columns,
2. To inform the connector that you would like to insert this row of data into salesforce.com, place the keyword new into the account ID column, as shown.
3. To indicate the rows of data to be inserted, select one or more cells on the row which you would like to insert, the connector uses the currently selected row or rows to construct the insert Sforce function call. You may select multiple rows to be inserted.
4. With the data in place, and the keyword new in the account ID column, you're ready to insert the row, click on the connector menu item Insert Selected Rows.

The API insert function call returns the account ID, which is place back in to the worksheet, in this example selected Cell is overwritten with the new account ID.