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StanB
Can you modify in Excel and upload into SF?
Hello
Using Excel Connector I have downloaded custom reports. I modify data into the report and want the changes to take effect into SFDC. Each time I do a refresh the modified info is replace by the one into SF...
How can I change this. What am I doing wrong?
Stan
Hi Stan,
Instead of pressing 'refresh' you need to:
1) select the cells (click+drag) that you want to update into SF
2) and then select 'update selected cells'
There are some caveats, but I think you'll get them figured out without too much trouble.
IW
Thank you everyone,
Here is also good info from SFDC:
Thank you for contacting Salesforce Support
salesforce.com support does not support for the Excel Connector as it is a third party tool,.
You can obtain information from the following sites.
1. The online help can be accessed from the below link http://sforce.sourceforge.net/excel/index.htm
2. Additional information can be obtained from http://blog.crmsuccess.com
3. Forum boards for excel connector. User can post their questions here.
http://forums.crmsuccess.com/sforce/board?board.id=Excel_Connector
4. Excel connector for Professional Edition and Enterprise Edition can be downloaded from
http://blogs.salesforce.com/features/2006/05/excel_connector.html
5. Best Practice presentation
http://blogs.salesforce.com/dreamforce06/2006/09/your_golden_tic.html