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glenn_brz using excel connector for sales quotes
Hi...I just became aware of the excel connector. Is it useful for creating sales quotes, where I simply want to pull saleforce.com fields into quote templates that exist in excel? I'll play around with it, but just thought I'd be lazy and ask first. :-)
thanks
but if you figure how to make it work for that, let us know.
i've automated a series of queries, a couple of macros to sort and manipulate the data.
then have a seperate page with the quote layout, the 'merge fields' in the quote point to data retrieved in the earlier quotes,
there is also an option to continute with more sheets to update/upload the new quote data back into SF once it's been approved.
not the cleanest solution, but it does work.