Tuesday, 12 April 2016

sfdc to excel connector

1.     Download the Salesforce Office Toolkit 4.0.
2.     Open the zip file and run the installer.
3.     Download the Excel Connector from http://code.google.com/p/excel-connector/downloads/list. Be sure to grab the latest version (as of today it is sforce_connector_ee_1603.zip).
4.     Open the zip file and copy the sforce_connect.xla file into the Microsoft Office Add-Ins folder (on Windows 7 this is located atC:\Users\YOURUSERNAME\AppData\Roaming\Microsoft\AddIns\).
5.     Open Excel 2010, go to File > Options > Add-Ins and click on the Go button near the bottom of the window.
Screenshot of the Excel Options > Add-Ins screen
Enable the Excel Connector for Force.com from the Options > Add-Ins screen.
6.     Check the box next to “Sforce_Connect” and click OK.
Screenshot of the Excel Add-Ins Manager
Check the box for “Sforce_Connect” to enable the Excel Connector for Force.com
7.     You should now have a Force.com Connector button in theAdd-Instab.
Screenshot of the Excel Connector for Force.com
You can now use the Excel Connector from the Add-Ins tab.
The Excel Connector is now installed and can be used to import/export data from Salesforce.


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