Successforce Blog
Post Your Questions about the Excel Connector on the Discussion Boards
Our earlier post about the Excel Connector has attracted a steady stream of comments about it's usage, so we decided to create a new discussion board just for it:The Excel Connector Discussion.
For all three of you who don't know about it, the Excel Connector is a useful tool to easily import data, insert new records into both standard and custom objects, query data from salesforce and perform mass updates in Excel. It's available for both, Professional and Enterprise Edition cutomers. Though it's not officially supported, several Salesforce.com gurus, including Benji Jasik and Ron Hess (the original author of the connector), frequent the Successforce boards, making it a much better place to discuss it. I've also copied the comments from the earlier post onto the board so that everything is in one place.
Technorati Tags: salesforce.com, excel, open source, integration
Post Your Questions about the Excel Connector on the Discussion Boards
Our earlier post about the Excel Connector has attracted a steady stream of comments about it's usage, so we decided to create a new discussion board just for it:The Excel Connector Discussion.
For all three of you who don't know about it, the Excel Connector is a useful tool to easily import data, insert new records into both standard and custom objects, query data from salesforce and perform mass updates in Excel. It's available for both, Professional and Enterprise Edition cutomers. Though it's not officially supported, several Salesforce.com gurus, including Benji Jasik and Ron Hess (the original author of the connector), frequent the Successforce boards, making it a much better place to discuss it. I've also copied the comments from the earlier post onto the board so that everything is in one place.
Technorati Tags: salesforce.com, excel, open source, integration
Importing Attachments Using the Sforce Data Loader
Here is a
great solution by Chris Bonacore
Some of
you have asked for details on importing attachments via the Data Loader so I
thought it may help for everyone.
If you
want to migrate from one org to another, then you first need to get a Weekly
Export Service download. Make sure you check the "Include
attachments" box. You will get an attachments.csv and the actual
attachments.
Importing Attachments Using the Sforce Data Loader
Here is a
great solution by Chris Bonacore
Some of
you have asked for details on importing attachments via the Data Loader so I
thought it may help for everyone.
If you
want to migrate from one org to another, then you first need to get a Weekly
Export Service download. Make sure you check the "Include
attachments" box. You will get an attachments.csv and the actual
attachments.
Sforce Connector Available for Professional Edition Customers
Update: We've created a new message board for discussing the Excel Connector. Please continue this conversation there.
Professional Edition customers have asked how to load custom objects. We've made a version of the popular open source Sforce Excel Connector available for Professional Edition Customers.
Click here
to download the connector and view the documentation. Please note that
you must download Office Edition first for this tool to work.
Sforce Excel Connector Available for Professional Edition Customers
Update: We've created a new message board for discussing the Excel Connector. Please continue this conversation there.
Professional Edition customers have asked how to load custom objects. We've made a version of the popular open source Sforce Excel Connector available for Professional Edition Customers.
Click here to download the connector and view the documentation. Please note that you must download Office Edition first for this tool to work.
Sforce Connector Available for Professional Edition Customers
Update: We've created a new message board for discussing the Excel Connector. Please continue this conversation there.
Professional Edition customers have asked how to load custom objects. We've made a version of the popular open source Sforce Excel Connector available for Professional Edition Customers.
Click here to download the connector and view the documentation. Please note that you must download Office Edition first for this tool to work.
Mass Uploading Products to a Price Book
There’s a
great post on the message boards about adding products to a standard
price book using Ron Hess’s Excel
Sforce Connector.
The
highlights are below but you can also click
here to read the full thread.
To add
products to the Standard Price Book, you have to add entries to the
'PricebookEntry' table.
The table contains three id fields:
Price Book Entry ID
Price Book ID
Product ID
The Pricebook ID is of the Standard Price Book which you can get from querying
the Pricebook2 table. The Product ID is of the Product you want to add and you can get that from the
Product2 table. The Pricebook Entry ID value is 'new'.
Fill out the rest of the table as needed (List Price, Active, Use Standard
Price, Currency). If you need a product with 2 currencies, add the product
again to the PriceBook Entry book and just change the currency field.
Mass Uploading Products to a Price Book
There’s a
great post on the message boards about adding products to a standard
price book using Ron Hess’s Excel
Sforce Connector.
The
highlights are below but you can also click
here to read the full thread.
To add
products to the Standard Price Book, you have to add entries to the
'PricebookEntry' table.
The table contains three id fields:
Price Book Entry ID
Price Book ID
Product ID
The Pricebook ID is of the Standard Price Book which you can get from querying
the Pricebook2 table. The Product ID is of the Product you want to add and you can get that from the
Product2 table. The Pricebook Entry ID value is 'new'.
Fill out the rest of the table as needed (List Price, Active, Use Standard
Price, Currency). If you need a product with 2 currencies, add the product
again to the PriceBook Entry book and just change the currency field.
Creating a WIL for Merging Duplicate Accounts
Have you every found an account record that's a duplicate and wanted to launch the account merge form right from that account? Here are the general steps.
Create a Web Link for the account object as: https://na1.salesforce.com/merge/accmergewizard.jsp?srch={!Account_Name}
Add that Web link to your page layout call it "Find Duplicates." Now go to an account and fire off your new WIL.
You may have to adjust the account name to pick up the duplicate, however you now skip that mess of going to the accounts tab.
I 'WIL' have to admit I didn't think of this one on my own. It was passed to me from one of the SFDC professional services guys. Thanks.
Fifedog







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