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SFNewbie2k11SFNewbie2k11 

Importing live data into excel

Hi all,

 

First off, I am impressed by the number of posts and responses this board gets, so I thought I would post in here for you geniuses and go getters.

 

I am trying to fit in live data from salesforce into excel forms, such as a product name from a record field in salesforce into the requested area on the excel form sheet. 

 

Is there an easy way to do this? If not easy, please try to make it as easy for me as possible : ).

 

Thanks!

SF Newbie

Allan_GeorgeAllan_George

 

You can use VBA to automate the process or you can do it manually with Excel Connector. I believe reading these posts will be a good start for you ...

 

http://code.google.com/p/excel-connector/wiki/Query

 

http://code.google.com/p/excel-connector/wiki/Update

 

- Allan

 

 
Data Loader 5Data Loader 5
Take a look at Skyvia Connect (https://skyvia.com/connect/salesforce-odata) - this web product can easily expose Salesforce data via Odata and make it available in Excel in real time.