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Tony Shouse
Excel 2016 - SF Connector
Has anyone gotten the Excel Connector (https://code.google.com/p/excel-connector/) to work in Excel 2016?
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It's odd.
- Load Excel 2016
- Go to Developer ribbon
- Click Excel-Add-ins
- uncheck Sforce_Connect
- Close Excel Add-ins
- Open Excel Add-ins
- Check Sforce_Connect
- Close Excel Add-ins
- Exit Excel 2016
- Open Excel 2016
Now the Excel Connector Add-in appears. It works well for updating data and querying selected rows. It returns errors inconstently when the Query Table Data function is used.
Hope that helps. I've had to re-install an old version of Excel and have two versions.
Thanks for your quick response.
The "Excel connector" was working fine for me. I realized that I needed to install "Connect for Office" to be able to pull data from Salesforce reports into Excel. Once I installed it, I got the salesforce.com ribbon and it's all good now. Well, it didn't work right away.. I had to copy 2 files (SFDC.xla,
SFDC12.xlam) to XLSTART folder as described here (http://www.app-x.com/salesforce-connector-for-office-workaround/).
So, there are 2 different tools.. it took a while for me to realize that (the names are so generic and confusing)
Excel connector - for performing CRUD operations from Excel
Connect for Office - for pulling data from Salesforce reports into Excel/Word
After you download connect for office from SFDC, get this file:
https://www.dropbox.com/s/37d7sebdsuqwbuy/SDFC%20updated%20addin.xlam?dl=0
and put it in: C:\Users\<Your User Name>\AppData\Roaming\Microsoft\Excel\XLSTART
Could you lay out the steps you went through to get it to work?
Thanks!
1) Search on your computer for SFDC.xla and SFDC12.xlam - remove them. They could be in the program files directories so check there too.
2) Goto SFDC->Setup->Desktop Integration->Connect for Office... Close all your microsoft apps including outlook and then install. Note if you get an error saying an app like Word is open, stop and restart fromt the beginning.
3) See post above - take the file in my dropbox and put it into C:\Users\<Your User Name>\AppData\Roaming\Microsoft\Excel\XLSTART
That's it - you will see an additional ribbon entry called Add-Ins - and under that SFDC. Same rules apply - meaning you need to use your security token at the end of your password to login if you are using an IP address outside of your domain's trusted range...
Eric
PS - here are the improvements made - also noted in the code:
' Optimized the command bar creation and updating for Excel 2016 - much improved load time vs old method
' Added support for Windows 64 by adding PtrSafe to the dll declarations
' Removed all registry calls except for the username - not needed and speeds up performance
' In RefreshAll - added excel status bar message during update - "Updated report X of Y..."
' Also in RefreshAll - added debug.print statements to show how long each report takes to run
' Optimized debug.print statements to show most meaningful messages
' In OTWrap - the Login function - see notes on how to point to the test server for sandbox testing
' MAIN ROUTINES YOU WOULD NORMALLY CALL FROM YOUR OWN VBA CODE:
' IsLoggedIn - returns boolean if person is logged in
' Example: logstatus = Application.Run("IsLoggedIn")
' Login - pops up the login box - pulls username from registry - password must be entered (also security token if applicable)
' Example: Application.Run("Login")
' Logoff - logs off from SFDC
' Example: Application.Run("Logoff")
' RefreshAll - Refreshs all reports
' Example: Application.Run "RefreshAll"
Thanks for this, but after going through these steps, I got a Compile Error upon opening Excel. Screenshot attached:
C:\Program Files (x86)\salesforce.com\Office Edition\Resources\1033
This only works on Windows 7 or Windows 10 - to my knowledge - haven't tested on anything else. Works for both 32 bit and 64 bit office...
Thanks again, but no luck. I cleaned out everything uninstalled, restarted, and began the process again. The install worked; the folder you mentioned is definitely in place, but unfortunately, I get the same error. I can send you the debug log if you're interested.
Private Function CopyEnglishResources() As Boolean
On Error Resume Next
CopyEnglishResources = True
Dim oeResFolder As String, oeEngResFolder As String, oeCurrLocaleFolder As String
oeResFolder = GetRootResourceFolder()
oeEngResFolder = oeResFolder & LCID_US_EN & "\"
' check if resource folder for US English exists
If GetAttr(oeEngResFolder) And vbDirectory <> vbDirectory Then ' resource folder does not exist
CopyEnglishResources = False
Exit Function
End If
oeCurrLocaleFolder = oeResFolder & LocaleId & "\"
If GetAttr(oeCurrLocaleFolder) And vbDirectory <> vbDirectory Then ' resource folder does not exist
' create resource folder
Debug.Print "Creating folder " & oeCurrLocaleFolder & " to store resources for Office Edition"
MkDir oeCurrLocaleFolder
End If
Dim srcFile As String, destFile As String
srcFile = oeEngResFolder & APP_NAME & ".xml"
destFile = oeCurrLocaleFolder & APP_NAME & ".xml"
Dim retVal As Long
Err.Clear
retVal = CopyFile(StrPtr(srcFile), StrPtr(destFile), 1)
If retVal = 0 Then ' copy file failed
Debug.Print "Failed to copy resource file from English resource folder " & _
"to folder specific to current user locale. (" & Err.LastDllError & ")"
Err.Clear
FileCopy srcFile, destFile
If Err.Number <> 0 Then
Debug.Print "FileCopy of " & srcFile & " to " & destFile & " failed. " & Err.Description & " (" & Err.Number & ")"
CopyEnglishResources = False
End If
End If
End Function
Also please confirm Excel 2016
64-bit Windows 10
Excel 2016 (Office Standard Edition)
https://www.dropbox.com/s/77ap89oxxc7bwpb/unlocked%20SDFC%20updated%20addin%2021sep16.xlam?dl=0
You can also press Alt-F11 to bring up the debugger window, and in there you can press ctrl-G which brings up the immediate window where you can see the debug messages...
https://www.dropbox.com/s/4vil5b879rok0p1/unlocked%20SFDC%20updated%20addin%2021sep16.xlam?dl=0
Thanks again for trying, but it just won't work. But seriously, thank you!!
-Dan
Can you please provide the file again? I tried to download the file mentioned above but it is stating that it no longer exists.
Thanks,
JT
https://www.dropbox.com/s/tedrmfpwo1k04qb/unlocked%20SDFC%20addin%20oct2016.xlam?dl=0
Thanks,
JT
I get the follow VBS error: Compile Error: Type Mismatch
thanks,
JT
10/19/16 4:24:23 PM Initializing resources for Office Edition (Excel)
FATAL: Failed to create Office Toolkit session object. Resources will not be loaded.
FATAL: Failed to initialize resources for Office Edition.
About to load resources from local machine - EN version
About to request resources from SFDC app server. SERVERURL: SID:
Thanks,
JT
These are pretty much the same errors that I encountered. Look earlier in this thread.
I actualy tried again today after installing an update to Excel, but nothing changed.
-Dan
It looks like the resources for SFDC office connect didn't load correctly on your system.
Have you done this step yet - in SFDC, Personal Setup->Connect for Office->Install Now (do it with all MS apps closed - including Outlook).
You will also need to have API user rights allowed from your admin - there is a link on that page for that.
Eric
https://na8.salesforce.com/setup/sforce/officesetup.jsp?setupid=OfficeSetup&retURL=%2Fui%2Fsetup%2FSetup%3Fsetupid%3DDesktopIntegration
https://help.salesforce.com/apex/HTViewSolution?urlname=API-Access-Change-for-Connected-Apps&language=en_US
https://www.dropbox.com/s/zry1u5uqylbym3n/unlocked%20SDFC%20updated%20addin%20oct2016a.xlam?dl=0
This version of the plugin - which goes into C:\Users\<Your User Name>\AppData\Roaming\Microsoft\Excel\XLSTART - will detect when the connect for office resources can't be loaded and give you message and die gracefully instead of getting type mismatches:
https://www.dropbox.com/s/0v0ey3ktudgt64c/20oct16%20SDFC%20updated%20addin.xlam?dl=0
So the question is why isn't it loading? We have seen issues before where if you try to install Connect for Office and it prompts you that you have Word or Outlook open and then you try to go again - it doesn't work. Suggest when you get to the page in SFDC that has the option to download the connector for office install kit - instead of hitting "Install Now" - download the install kit from the Click Here link. And when you go to install it make sure all the MS office opps are closed. If you get an error message - don't hit continue/retry - just stop. We have seen this behavior before - it doesn't install correctly when office opps are open.
https://na8.salesforce.com/setup/sforce/officesetup.jsp?setupid=OfficeSetup&retURL=%2Fui%2Fsetup%2FSetup%3Fsetupid%3DDesktopIntegration
Good news is that when this is fixed - it is fixed foreever on that machine. You should see Salesforce Office Edition installed on your machine when you check Programs and Features - try uninstall and re-install if needed...
Eric
10/21/2016 7:44:26 AM Initializing resources for Office Edition (Excel)
LocalizationContext object created successfully
About to load resources from local machine - EN version
Successfully loaded resources from local machine for user default locale.
10/21/2016 7:44:26 AM Initializing resources for Office Edition (Excel)
About to load resources from local machine - EN version
Successfully loaded resources from local machine for user default locale.
Creating Command Bar
From UpdateCB.... Is Loggedin = False
https://www.dropbox.com/s/7v7atl7x5t52ri9/24oct16%20SDFC%20updated%20addin.xlam?dl=0
Even with the version from Oct24 I get a type mismatch error. Unfortunately I am not working on the same machine so can't post the log. Thanks for all the effort anyhow.
Is there someway I can check whether the office toolkit installed properly?
Best,
Dennis
PS: I'm also running Office2016 on Win10 64bit
When you get a chance to hit F11 and ctrl-G and post the debug messages - that will help me understand what is happening. I added a lot more messages to help debug this. I know this is solveable as we have installed this on the same machines - we just have to zero in on the exact issue.
Eric
Indeed I'm running on a German version. Since Win10 I thought language packs don't make any differences to folder structure etc. though...
Considering the log, your suspicion is correct: it can't find the office toolkit. Is there any way I can check whether it's been installed properly? Where should the files be found?
Best,
Dennis
InitResources(): Initializing resources for Office Edition (Excel) - EN version 26.10.2016 14:25:51
InitResources(): FATAL: Failed to create Office Toolkit session object. Resources will not be loaded
InitApplication(): FATAL: Failed to initialize resources for Office Edition
LoadResources(): About to load resources from local machine - EN version
LoadLocal(): Exiting function - not initialized
LoadServer(): About to request resources from SFDC app server. SERVERURL: SID:
LoadServer(): Exiting function - not initialized
C:\Program Files (x86)\salesforce.com\Office Edition\Resources\ or it could be
C:\Program Files\salesforce.com\Office Edition\Resources\
For me there is a folder called 1033 which is the Microsoft code for the US English language - for German it could be 1031 - but i just need to see if the binary from SFDC is hardcoded to 1033...
Thanks much - Eric
PS C:\Program Files (x86)\salesforce.com\Office Edition> ls
Mode LastWriteTime Length Name
---- ------------- ------ ----
d----- 26.10.2016 10:45 Resources
-a---- 27.02.2015 16:29 626688 XlDownWrap.dll
PS C:\Program Files (x86)\salesforce.com\Office Edition> cd resources
PS C:\Program Files (x86)\salesforce.com\Office Edition\resources> ls
Verzeichnis: C:\Program Files (x86)\salesforce.com\Office Edition\resources
Mode LastWriteTime Length Name
---- ------------- ------ ----
d----- 26.10.2016 10:45 1033
PS C:\Program Files (x86)\salesforce.com\Office Edition\resources> cd 1033
PS C:\Program Files (x86)\salesforce.com\Office Edition\resources\1033> ls
Verzeichnis: C:\Program Files (x86)\salesforce.com\Office Edition\resources\1033
Mode LastWriteTime Length Name
---- ------------- ------ ----
-a---- 18.02.2015 18:35 23 modKey
-a---- 18.02.2015 18:35 11730 OfficeEdition.xml
PS C:\Program Files (x86)\salesforce.com\Office Edition\resources\1033>
C:\Users\<your username>\AppData\Roaming\salesforce.com\OfficeEdition\
There should be a directory in there - for me it is called 1033 and in there there are two files (the modkey and OfficeEdition.xml files above). You can try to manually copy the files from C:\Program Files (x86)\salesforce.com\Office Edition\resources\1033 to your
C:\Users\<your username>\AppData\Roaming\salesforce.com\OfficeEdition\1033 directory
PS C:\Users\Dennis Sawin\appdata\roaming\salesforce.com\office edition> ls
Verzeichnis: C:\Users\Dennis Sawin\appdata\roaming\salesforce.com\office edition
Mode LastWriteTime Length Name
---- ------------- ------ ----
d----- 26.10.2016 15:01 1031
d----- 26.10.2016 15:01 1033
d----- 26.10.2016 14:59 Resources
-a---- 27.02.2015 16:29 626688 XlDownWrap.dll
PS C:\Users\Dennis Sawin\appdata\roaming\salesforce.com\office edition>
https://www.dropbox.com/s/eorexhya6ugpbka/26oct16%20SDFC%20updated%20addin.xlam?dl=0
InitResources(): Initializing resources for Office Edition (Excel) - EN version 26.10.2016 16:19:44
InitResources(): Machine Language ID: 1031
Apparently something is wrong with "StrPtr(appDataFolder)" in GetRootResourceFolder()
Here is another verion
https://www.dropbox.com/s/eorexhya6ugpbka/26oct16a%20SDFC%20updated%20addin.xlam?dl=0
https://www.dropbox.com/s/8qh8h170cy749vx/26oct16b%20SDFC%20updated%20addin.xlam?dl=0
Now I copied all the files to C:\Users\<your username>\AppData\Roaming\salesforce.com\OfficeEdition\ also with the space before Edition.
Eric, your script now created the folders in OfficeEdition (without space) but they are empty. Now that I duplicated the content into that folder Excel seems to be finally starting with the SFDC addin, so the typemismatch error is solved. But I get a new error with the SFDC plugin itself:
CopyResources(): Copying C:\Program Files (x86)\salesforce.com\Office Edition\Resources\1033\OfficeEdition.xml to C:\Users\enorton\AppData\Roaming\salesforce.com\OfficeEdition\1033\OfficeEdition.xml
let me know what the logs look like now
https://www.dropbox.com/s/ojpto0dr119a13l/SFDC%20connector%20checker.xlsm?dl=0
https://www.dropbox.com/s/8qh8h170cy749vx/26oct16b%20SDFC%20updated%20addin.xlam?dl=0
InitResources(): Initializing resources for Office Edition (Excel) - EN version 26.10.2016 20:08:02
InitResources(): Machine Language ID: 1031
GetRootResourceFolder(): Exiting with folder = C:\Users\Dennis Sawin\AppData\Roaming\salesforce.com\OfficeEdition\
InitResources(): FATAL: Failed to create Office Toolkit session object. Resources will not be loaded
InitApplication(): FATAL: Failed to initialize resources for Office Edition
LoadResources(): About to load resources from local machine - EN version
LoadLocal(): Exiting function - not initialized
LoadServer(): About to request resources from SFDC app server. SERVERURL: SID:
LoadServer(): Exiting function - not initialized
GetRootResourceFolder(): Exiting with folder = C:\Users\Dennis Sawin\AppData\Roaming\salesforce.com\OfficeEdition\
LoadLocal(): Exiting function - not initialized
InitApplication(): FATAL: Failed to load resources for Office Edition
InitApplication(): FATAL: Exiting
the checker and install instructions: https://www.dropbox.com/s/ojpto0dr119a13l/SFDC%20connector%20checker.xlsm?dl=0
the addin: https://www.dropbox.com/s/kj8trd6y1ph9auh/oct16%20SDFC%20updated%20addin.xlam?dl=0
When I get time I will get a 64 bit office version from IT and try to get it to work - but the binaries from SFDC are not something I can change...
Oh, I thought using 64bit Office on 64bit Win was obvious - didn't think about it anymore or about the fact that the connector is ages old and probably 32bit only...
Unfortunately I also can't switch to 32bit as we're making reports on all leads of our org that are just too big to handle in 32bit Excel.
Sorry for wasting your time Eric. I guess since there is no chance to get an updated connector from SFDC this issue dies right here, right?
https://www.dropbox.com/s/ojpto0dr119a13l/SFDC%20connector%20checker.xlsm?dl=0
We don't need a new installer package or anything fancy...they already have the source code I believe they just need to recompile with the compiler switch "-any" (from what I've read)
Just go to Data > New Query > From nline Services and run the SFDC-wizard to connect to your objects or reports.
PowerBi doesn’t allow import of the matrix format from SFDC – you have to rebuild the data as a pivot essentially – then you are limited to 2000 rows in your import. That doesn't work for us - the matrix reports in SFDC are not limited to 2000 rows.
We've looked at other import tools and they had similar issues with the importing of matrix reports... I am not familiar with the one mentioned above
https://www.dropbox.com/sh/l6qvi1tmehijnfs/AABdLDJusOqFwAFQryVUV3CLa?dl=0
-- Installation instructions and tips
-- A sample file with code that calls connect for office that you can quickly season to taste
-- An updated plug-in
C:\Users\janei\AppData\Roaming\Microsoft\Excel\XLSTART
... should work - the alternative is setting your file system to show hidden files
The meeting has been delayed - there is some hesitation at the request from SFDC's behalf which I don't fully understand yet. Will let you know in real time. I do have an Office 64 laptop ready in my office for testing.
In the meantime - I added a bit.ly link to the dropbox account so I can get some idea on how many people are downloading, which I can use to put pressure on SFDC to make a move (dropbox itself doesn't give you these stats)
http://bit.ly/connectforoffice - points to the dropbox folder with the files you need
Eric
Years ago, when I was using the old Ron Hess Excel Connector, I would often use it to query fields for particular records by having the SFDC ID in the first column and the field names that I wanted in the subsequent columns. That way, if I had a list of a few records that I wanted to update en masse, I could do that. I don't believe that I was starting from a report, which the instructions seem to indicate I need to do.
Is that an option with this new Connector?
If not, and I pull down a report of contacts, for instance, (which I have done), if I want to update just a few records from the report and push that back to the records, how do I do that?
The excel connector - which I have not used - is I believe what you are referring to - bi-directional. You can find some info here
https://developer.salesforce.com/page/Force.com_Excel_Connector
Eric
I am so glad to see this functionality is available again. I think it went away or was neglected for awhile but is such a great tool. Thanks for your help. I was also able to get the Bi-directional tool installed, much to my delight as well. I wasnt sure if it would work in Excel 2016 but it appears to be working just like an old long lost friend!
Jane
Eric
Now I'm at a new company, and after 2 months, want to start with Excel Connector again. But I'm on Excel 2016 64-bit (64-bit WIndows obviously) and REALLY look forward to seeing EConn available. :-)
-Anthony
Since it's a perk offered only to paying customers, I am woe to simply take it and rip out it's guts and make it work for all objects (as I assume it's protected legally - but now that I write "assume", I will email and ask them).
But it works all the way up and through Excel 64bit 2016 version.... so..... the actual WORK of making (FF's vesion of) Excel Connector has long been done and used.
Maybe someone here involved with making the public Excel Connector work could look at the code there, or contact FF as well? @Eric Norton (how do you tag, again..??)
-Anthony
(for some reason, clicking Profile names yields an unformatted useless page for me - Chrome, Windows 10)
Do you have more info yet?
Kind regards,
Eelco
The current .xla is missing from dropbox, can we have this version until you complete your current work. btw thanks for the great work on this.
David.
Just come across this thread, and to me you are a lifesafer. Obviously I've yet to see if your solution works for me past TLS1.0 disablement, but thank you for all the work you have done thus far. Fingers crossed :-)
Claire
I get the typical "Compile error: The code in this project must be updated for use on 64-bit systems. Please review and update Declare statements and then mark them with the PtrSafe attribute." error message.
Awesome job to Eric so far for all you've done here, man! Having the SFDC plug-in working again on this 64-bit version will be like Christmas came early!!
Thanks
-Stephen
Anybody have a workaround for the Connect for Office 1.8.1.6 install??
As discussed we wrote a DLL which completely removes any dependency on the connect for office installation or DLL. We are able to login and logout using 32 bit and 64 bit office machines (the connect for office from SFDC does not work with 64 bit office). Rewrote the .xlam file to use this (also added ability to point to different server in the login dialog, store the security token in the registry, etc).
Still working through some issues on the report retrievals and will continue to test this week. Hope to be able to share soon...
Almost there! You are a hero, Eric!
thanks for all your effort.
http://bit.ly/connectforoffice
Select the folder New - 32bit or 64bit - then open and read the Word doc which will give you install instructions. You will need to install a DLL and then move the new .xlam file into your Excel startup directory. We've tested this on several machines with Windows 7 and Windows 10, office 32 and office 64 - hopefully that covers it, but those of you who volunteered to test would appreciate the feedback.
Thanks much to Madhu Poreddy for the DLL...
Thanks. Sounds exciting as heck. ;-O
Given the length and varied discussions herein, I was hoping someone could answer if by having an adequate 32 and 64 bit updated Connect For Office, if that means Excel Connector "as it already exists" will work, or if it ITSELF still needs updating. At my new position, I've been in Excel 2016 for a long time, and have not had Excel Connector since it was useless. :-/
I could of course spend the time try-and-see; I assumed someone could answer more simply on this active thread.
Thanks ;)
I am testing the new DLL. I have now the put the .xalm in the XLSTART and installed the new DLL,in the Framework64\v4.0.30319 directory and installed this via the CMD as a admin.
I see in the excel the Add-In, but I am not able to login. I get an error: Login(): Login failed - try again. We are not using the Security token, because we are in a trusted enviorment. Windows 10 64Bits with Excel 2016 64Bits.
Kind regards,
Eelco de Vries
You may want to get more detail here: https://www.cdata.com/drivers/salesforce/excel/
Should I create it, or am I looking in the wrong place?
(Yes, I am showing hidden folders.)
Thanks!
I found why I cannot login. It is our proxy that blocked the connection. When I am at home without any proxy, then the login is working.
Do you have an idea how we can solve this?
Kind regards,
Eelco de Vries
No this is not solving the problem. Sorry.
Kind regards,
Eelco de Vries
Thanks for your help.
Kind regards
Eelco de Vries
- I was able to regasm the DLL in my own directory (just personal preference)
- I was able to login to Sandbox (no Token) and query a report
As time permits, I'll try verify why I'm getting a "must update..." error still in Excel Connector (the supposed "64 bit version") as soon as it loads. Hopefully I didn't do something silly like download the original 32bit and rename it with a 64bit reference or something.This is now working for me! I am running Office 2010, 64-bit edition on Windows 10, 64-bit.
thanks again Eric for your hard work.
Got this working perfectly in Office 2016 64 bit on Windows 10 Pro.
Thank you for the hard work.
tried to install the new 32/64-Bit version, but when I try to register the sonussfdcexcellib2.dll I get error (the German equivalent of): "sonussfdcexcellib2.dll couldn't get loaded, because it is not a valid .NET-Assembly".
Any idea? Really need my "Excel Connector" back working!
Thanks
Ingo
Please make sure you are using the correct version of the .NET framework as described in the instructions on bit.ly/connectforoffice
My guess is you are using a different version - higher or lower - try using a different .NET version exactly or closer to the one in the instructions.
We have about 750 global users now - if you are still having trouble my personal contact details are in the instructions.
Good luck,
Eric
error description :- Please check your username and password. If you still can't log in, contact your Salesforce administrator.
now I just tried entering password and getting below error message.
error description :- The service returned an invalid token. Please contact your IT administrator if this issue persists.
Please note that I added add-in "sforce_connect_64bit" from below link
https://code.google.com/archive/p/excel-connector/downloads
then I'm trying to connect salesforce using below option from Excel.
Data--> new query ---> From other sources --> Salesforce objects.
Please let me know if this right way to connect excel from salesforce. My requirement is to connect excel with salesforce object and then I need to do some manupulation on the user record (part of user provisioning) in an excel using VB macro and then from excel (again VB macro) I need to upload data to salesforce user object.
After about a year of this working, it's now giving an error message when I attempt to log in. See attached.
The gist of the solution, change the login url from https://www.salesforce.com/services/Soap/c/13.0 to https://login.salesforce.com/services/Soap/c/13.0.
I have downloaded "connect for office" from SFDC and try to install it. Got the error saying that it is supported below office version 2009 or below.
I installed older verstion of office and installed. later upgraded office to latest version office 365.
As mentioned in many threads copied the plug in files under C:\Users\xxxx\AppData\Roaming\Microsoft\Excel. (both STARTUP folder containing and XLSTART folders)
it was working perfectly till last week.
Not sure what changed now when I try to login getting below error. can someone help to get rid of this.
"The gist of the solution, change the login url from https://www.salesforce.com/services/Soap/c/13.0 to https://login.salesforce.com/services/Soap/c/13.0."
Dont know why SFDC consider publishing this tool again.
Add-ins --> SFDC --> Log in to SFDC
You should get a window like the image below:
Make sure the url string for the server appears as above, beginning with "login.salesforce.com...." NOT "www.salesforce.com"
I do not get option to enter URL, something to configure?
If you look back earlier in this thread, a developer on here built a solution:
Visit: bit.ly/connectforoffice – will point you to the dropbox
Select the folder: New – 32bit or 64bit
Follow the instructions.
I followed the steps as mentioned, the main problem I am facing is that I am not get the URL on login window. Attaching the snippets of my
changes and version I have. I tried to log in through the Add_ins, only. Am I missing something?
In my case existing com-add ins causing the problem, I deleted all the files from STARTUP and XLSTART folders and placed only the Sonus file provided in the link bit.ly/connectforoffice and register.
RegAsm : error RA0000 : Failed to load 'c:\Windows\Microsoft.NET\Framework64\v4.0.30319\SonussfdcExcelLib2.dll' because it is not a valid .NET assembly
Thank you for any assistance
I also hae the problem with connection..
Does anybody know what to do(/or maybe other ways of connection to salesforce via Excel) ?
Thank you in advance.
BR Yurij
I am not able to see the Add-Ins in Excel. Followed all the instruction mentioned in bit.ly/connectforoffice.
I see the files are in correct directories as you mentioned in the document.
Yes..It was working since two days back, some windows upadate happened in between. after that some VBA error was coming. Hence I downloaded the SonussfdcExcelLib2.dll and registered. Now there is no error but Add-ins not appearing. I am having the Sonus SDFC addin.xlam under \AppData\Roaming\Microsoft\Excel\XLSTART folder too.
-Try playing with the settings in the Developer Tab under "add-ins" and "com Add-ins"
-similarly, go to excel options and play with settings under "add-ins" and "trust center"
Perhaps @Eric Norton who developed the plug-in could help if you shared some screen shots wth him.
If someone have a interesting...
https://github.com/good-ghost/ForceConnector
It is a VSTO Excel Addin, I tried to ported Excel Connector.
It has also features for Custom Label create and translate.
Experiment with the settings under "add-ins" and "com Add-ins" in the Developer Tab.
in the same way, open Excel Options just like we do in cheap weed (https://www.leaf2go.co/) app and fiddle with the settings under "add-ins" and "trust center"