Documentation
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Advanced features
- 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
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Basic features
- 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
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FAQ
- What is the difference between XL-Connector and XL-Connector 365?
- My reports stopped working after enabling MFA
- My reports stopped working after enabling MFA
- How do I add users to my XL-Connector subscription?
- How do I update fields with Null values?
- I'm getting a 'Failed to Create Browser' error when trying to use Web and SSO Login
- 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?
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Licensing
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Video
- Articles coming soon
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FAQs
- How to assign a Salesforce lookup to any cell in Excel
- Installing XL-Connector 365
- Automating Salesforce Data Operations with XL-Connector Flows
- Run Flows in your Connected Spreadsheet Directly from Salesforce
- Integration for Slack
- Mass Merge Accounts, Contacts, and Leads
- Mass Converting Leads in Salesforce
- Logging in to Salesforce
- 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
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Basic features
- Importing Data from a Salesforce SOQL into Google Sheets
- Export Data from Salesforce Reports into Google Sheets
- Transfer Scheduled Jobs to a Different Google User in G-Connector
- How to log into Salesforce using G-Connector
- Pulling Data From Multiple Related Objects
- Installing G-Connector Google Sheets
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Premium Features
- Using Any Text field to Identify Record References in ID, Master-detail, and Lookup Fields
- Mass Deleting Salesforce Records in Google Sheets using G-Connector
- Upsert Records in Salesforce from Google Sheets
- Update Records in Salesforce from Google Sheets
- Creating New Records in Salesforce from Google Sheets
- Automate Salesforce Data Operations in Google Sheets
- Integration for Slack
- Scheduling Automatic Notifications in G-Connector for Salesforce
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G-Connector Lite
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Links g connector
- Articles coming soon
- Scheduling Automatic Data Snapshots in G-Connector for Zoho CRM
- Scheduling Automatic Data Alerts in G-Connector for Zoho CRM
- Scheduling Automatic Notifications in G-Connector for Zoho CRM
- Scheduling Automatic Data Pushes to Zoho CRM
- Setting Up Push Templates in G-Connector for Zoho CRM
- Updating Existing Records in Zoho CRM from Google Sheets
- Creating New Records in Zoho CRM Using G-Connector
- Deleting Records from Zoho CRM using G-Connector
- Changing the Plan on your Subscription
- Dynamically Adjust UI Elements for XL-Connector Users
- Dynamically Adjust UI Elements for G-Connector Users via Customer Portal
- Delegate your subscription user management to a co-worker
- How do I add users to my XL-Connector subscription?
- Customer Portal
- How do I add users to my G-Connector subscription?
- How do I transfer my G-Connector license to a different user?
- Easy Mass Downloading and Uploading of Images Stored in Rich Text Area Fields in Salesforce
- Mass-converting Leads to a specific Contact Record Type
- Short How To Videos
- Filling Gaps in your Data
- Looking up Salesforce Ids based on an arbitrary field
- Updating Existing Records in Salesforce
- Creating New Records in Salesforce
- XL-Connector Personal Edition Video