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Office Toolkit 4.0 and Excel Connector?

I have a user who just installed the Office Connector from inside SF (in the Desktop Integration section of Personal Setup), and it appears to have installed a version 4.0 of the toolkit.

 

He's getting the "Can't find project or library" error that others have reported getting as a result of a mismatch between Version 2.0 of the toolkit and Version 6.16 of the Excel Connector.

 

Has there been an updated version of the Excel Connector that will work with Version 4.0 of the toolkit? If not, how do I downgrade him back to Version 3.0, since the only version that will download from SF setup is version 4.0?  

 

This is not the most technical of users, and I'm supporting him from 200 miles away, so I can't just go to his computer and do it for him. So asking him to go to the Developer Toolkit type sites and figure out what to do is asking for disaster. Please help!

Best Answer chosen by Admin (Salesforce Developers) 
runmanrun2runmanrun2

I finally got the latest Excel Connector installed and working!!  I have two PCs; one running Windows Vista SP2 and the other running Win XP with latest SP updates, and both running Office [Excel] 2007.  These instructions worked for both PCs.  This will work for SFDC Enterprise and Unlimited Editions but I do not think it will work on Professional. 

 

STEP 1

Go to http://sforce.sourceforge.net/excel/ and download/install Salesforce.com Office Toolkit 3.0 >> 

http://www.salesforce.com/us/developer/docs/officetoolkit30/SForce_Office_Toolkit_MSI.zip

 

Step 2

Go to the Excel Connector project page here >> http://code.google.com/p/excel-connector/ and download the latest Ver is 9.1 / Dated 6/4/09.  Here’s the direct download link>>

http://excel-connector.googlecode.com/files/sforce_connector_901.zip.  This will install the sforce_connect.xla file to your Excel Add-In folder. 

 

Step 3

The trick to getting it to work is installing Office Toolkit 4.0 and its associated DLL along with the Office Toolkit 3.0 [strange but the Excel Connector v9.1 uses the 4.0 DLL].  After a very long search I found it here>>

http://wiki.developerforce.com/index.php/Integration.  Scroll down to: 

 

Force.com Office Toolkit Developer's Guide

Version 4.0: HTML | PDF | MSI Install 

(Audience: Developers) Reference and samples for the Office Toolkit, an easy way of using the Force.com API from within Microsoft Office.Download/install the "MSI Install" and you should be good to go!  The direct download link is >>

http://www.salesforce.com/us/developer/docs/officetoolkit/SForce_Office_Toolkit_MSI.zip 

 

Step 4

Following the “force.com Excel Connector Installation”  guide below [published here>> http://sforce.sourceforge.net/excel/ but I slightly modified it for Excel 2007]

 

After downloading, and un-ziping the sforce_connect.xla you must take care, the file itself is an Add-In and not intended to be opened directly by clicking on the XLA file, please resist the temptation. To Install the XLA file into Excel:

 

Save XLA file into the Microsoft Add-Ins folder.  For me the default location was:

C:\Users\MyName\AppData\Roaming\Microsoft\AddIns

 

Launch Excel

 

Click on the Round Office Button menu located in the very top left corner of Excel 2007 ABOVE the Excel menu bar

 

Click on -> Excel Option button at the very bottom then Add-Ins on the left menu...

 

Click on the Browse button and locate the Add-In file from the directory where you unpacked the ZIP file, select the “Sforce_Connect” add-in and click OK to load it.

When the Add-In is loaded you may see a message about Macro Security, you must have a security setting which will allow you to run Macros to access the functionality in the Sforce Connector.

 

When the Sforce Connector floating menu bar appears IN THE “Add-Ins” menu bar, the install is complete and you are ready to access the Sforce API and the Excel Connector V9.1 

 

 Good luck!!

 

Message Edited by runmanrun2 on 03-08-2010 05:34 PM

All Answers

MUsmanMUsman

I have same issue. Just installed new Office tookit Version: 1.8.0.8. using MS Office 2007. Excel is failing on the following line:Set sfot = New SForceSession4 ' if this fails we dont have the new toolkit.

 

Any ideas?

billebille

I have got the exact same problem, I know for certain that I have Office Connector 4 and version 9.01 of the sforce Excel connector, but the system doesn't seem to find the object SForceSession4.

 

Please help! 

hhuiehhuie
What version of Office 2007 you have?  I just finish installing the Conenctor on 20 machines at my job and it seems the time I run into that issue is when the PC did not have any SP installed.  Install Office 2007 SP2 and hopefully that works.  (Ran into out of memory on some machines that only had SP1 installed)
KerriKerri

There are numerous threads that talk about Toolkit 3.0 and Excel Connector 9.01.  The 3.0 toolkit is easy enough to find, but I have searched everywhere for the 9.01 version of the connector.  The latest I can find is on Ron Hess's community page at  http://www.salesforce.com/community/crm-best-practices/administrators/data-management/data-tools/excel-connector.jsp

 

It's version 6.16 from 2006.  Ugh.

 

I'm on Excel 2007 SP2 MSO, so I'm reluctant to try to put the old 6.16 in.  Can anybody clue us in on where to find connector 9.01?  Thanks!! 

emlizmueemlizmue
I'm in the same boat, having spent a lot of time looking for a newer version.  The 6.16 did NOT work with Excel 2007 and Office Toolkit 3 - I just got so many unintelligible error messages.
miss vmiss v

Has anyone found the 9.01 connector yet?  I'm still searching....

emlizmueemlizmue

Yes!  Sorry I didn't update this thread.  I haven't tried it yetbut here's the download link:

 

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

 

It doesn't come up in Google searches but if you search the Force.com site it comes up as a part of this page:

 

http://wiki.developerforce.com/index.php/Force.com_Excel_Connector

runmanrun2runmanrun2

I finally got the latest Excel Connector installed and working!!  I have two PCs; one running Windows Vista SP2 and the other running Win XP with latest SP updates, and both running Office [Excel] 2007.  These instructions worked for both PCs.  This will work for SFDC Enterprise and Unlimited Editions but I do not think it will work on Professional. 

 

STEP 1

Go to http://sforce.sourceforge.net/excel/ and download/install Salesforce.com Office Toolkit 3.0 >> 

http://www.salesforce.com/us/developer/docs/officetoolkit30/SForce_Office_Toolkit_MSI.zip

 

Step 2

Go to the Excel Connector project page here >> http://code.google.com/p/excel-connector/ and download the latest Ver is 9.1 / Dated 6/4/09.  Here’s the direct download link>>

http://excel-connector.googlecode.com/files/sforce_connector_901.zip.  This will install the sforce_connect.xla file to your Excel Add-In folder. 

 

Step 3

The trick to getting it to work is installing Office Toolkit 4.0 and its associated DLL along with the Office Toolkit 3.0 [strange but the Excel Connector v9.1 uses the 4.0 DLL].  After a very long search I found it here>>

http://wiki.developerforce.com/index.php/Integration.  Scroll down to: 

 

Force.com Office Toolkit Developer's Guide

Version 4.0: HTML | PDF | MSI Install 

(Audience: Developers) Reference and samples for the Office Toolkit, an easy way of using the Force.com API from within Microsoft Office.Download/install the "MSI Install" and you should be good to go!  The direct download link is >>

http://www.salesforce.com/us/developer/docs/officetoolkit/SForce_Office_Toolkit_MSI.zip 

 

Step 4

Following the “force.com Excel Connector Installation”  guide below [published here>> http://sforce.sourceforge.net/excel/ but I slightly modified it for Excel 2007]

 

After downloading, and un-ziping the sforce_connect.xla you must take care, the file itself is an Add-In and not intended to be opened directly by clicking on the XLA file, please resist the temptation. To Install the XLA file into Excel:

 

Save XLA file into the Microsoft Add-Ins folder.  For me the default location was:

C:\Users\MyName\AppData\Roaming\Microsoft\AddIns

 

Launch Excel

 

Click on the Round Office Button menu located in the very top left corner of Excel 2007 ABOVE the Excel menu bar

 

Click on -> Excel Option button at the very bottom then Add-Ins on the left menu...

 

Click on the Browse button and locate the Add-In file from the directory where you unpacked the ZIP file, select the “Sforce_Connect” add-in and click OK to load it.

When the Add-In is loaded you may see a message about Macro Security, you must have a security setting which will allow you to run Macros to access the functionality in the Sforce Connector.

 

When the Sforce Connector floating menu bar appears IN THE “Add-Ins” menu bar, the install is complete and you are ready to access the Sforce API and the Excel Connector V9.1 

 

 Good luck!!

 

Message Edited by runmanrun2 on 03-08-2010 05:34 PM
This was selected as the best answer
emlizmueemlizmue

Is anyone else still having issues?  runmanrun2 your directions were great but I'm getting an error that basically says I don't have the newest office toolkit (v4) but I've double checked that it and the v3 are both installed. 

 

The specific error is

MSVisual Basic: Can't find project or library. 

 

When I hit OK it brings up a list of available references and has SForce Office Toolkit4 v4.0 highlighted.  Then the debugger runs and in the code there is a reference that says if you get this error then you don't have the most recent toolkit. 

 

I've tried uninstalling, restarting, reinstalling everything from the beginning but still just can't get it to work.  I remember having a very similar issue with an earlier version of the connector (I've been away from working w/SF for awhile) but I can't remember how I managed to fix it.  Does anyone have any suggestions?

 

hhuiehhuie
When you run the debugger click on Tools>References and let me know what it's say is missing (I believe it will have a (Missing) next to the reference that it needs)
emlizmueemlizmue

Unfortunately Tools->References is greyed out.  This is the area of code that's highlighted, however (specifically New SForceSession4 is highlighted):

 

If ourToolbar Is Nothing Then
        ' 5.03 - check it here, before we get a copy of the src code splashed on screen
        ' before we make a toolbar, check that the SForceOffice Toolkit is available
        Dim sfot As Object
        Set sfot = New SForceSession4 ' if this fails we dont have the new toolkit
        If sfot Is Nothing Then
            Dim Response
            Response = MsgBox("Could not CreateObject SForceSession4,  " & vbCrLf & _
            "Please install the Salesforce Office Edition V3.0 -->" & vbCrLf & _
            " http://www.sforce.com/officetoolkit " & vbCrLf & " Download Now ? ", vbYesNo, _
            Title:="SForce Connector Add-In: Missing Office Toolkit 3.0")
            If (Response = vbYes) Then
                Dim WshShell: Set WshShell = CreateObject("WScript.Shell")
                WshShell.run "rundll32 url.dll,FileProtocolHandler " & _
                    "http://www.sforce.com/us/docs/officetoolkit30/SForce_Office_Toolkit_MSI.zip"
                WshShell = Nothing
            End If
            GoTo done

emlizmueemlizmue

It works!  I uninstalled everything (toolkit v3 and v4 and connector v9) and reinstalled toolkit v4 (but not v3) and connector v9.

 

I did get the same error as before (see earlier in this thread) but this time the References box popped up and there was a "MISSING: Ref Edit Control" line.  I un-checked that box and the connector installed and now works just fine. 

 

I did go back and look for the refedit.dll and it exists where it's supposed to, so I'm not sure what the problem was but at least it works.  Thanks!

hhuiehhuie
What version of MS Office do you have?  We fixed this by upgrading to the newest SP but don't want it to break again.
emlizmueemlizmue

I'm running Windows XP with Service Pack 3, and

Microsoft Office Professional Plus, Excel 2007 (v 12.0.4518)

BRupholdtBRupholdt

Thought I'd let you know that this solution worked on Windows 7 running the Office 2010 Beta. 

 

I'd originally upgrade Office and the connector just kept working.  Later when I setup a new laptop, I couldn't get it to load.  Removing the addon from Excel, installing both v3 and v4 of the toolkit, then adding the xla back into the Excel addons solved it.

 

Thanks runmanrun2!

charu setiacharu setia

HI,

 

I am facing a problem while connecting through salesforceexcel connector.  I am able to install everything but when i try to put my User name and pwd and try to login, the system throws an error saying :

Error generated by request::INVALID LOGIN:Invalid Username, password. security token; or User Locked Out.Exception Code:5078

I have checked my UIser name , password and security token as well as i am sure teh user is not locked out. everything is fine woth username and password and security token.

The SErver URL i am providing is :: https://www.salesforce.com/services/Soap/c/13.0

I tried with version 19,18,17 also but no use

 

Please Advice what i am missing while trying to login through salesforce excel connector

hhuiehhuie

When you look at the user login history in Salesforcedo you see the failed attempt in loggin into the system or some kind of error?  Did you enter in your security token after your password?

Mike SnappMike Snapp

I think you just need to whitelist your IP address or use the security token. 

Fan YangFan Yang
Where shall I put my security token? I only see: User Name, Password and Server URL textboxes. The Advanced button only allows me to change the Server URL.
emlizmueemlizmue

Your Password is actually your regular Salesforce.com password plus the security token (no space or other characters in between the two).

Roslyn McGintyRoslyn McGinty

Awesome post!

 

Very helpful.

 

Thank you so much.

 

R:^)

SKalidhasanSKalidhasan
I followed the instructions and was able to install Toolkit and Connect successfully.... The Steps Followed are as below:

[1] Installed Office Toolkit from the below Site:
http://www.salesforce.com/us/developer/docs/office​toolkit30/SForce_Office_Toolkit_MSI.zip

[2] Downloaded the Excel Connector XLA from the below URL
http://excel-connector.googlecode.com/files/sforce​_connector_901.zip.

[3] Excel >> Excel Options >> Add - Ins >> Manage (Excel Add - Ins) >> Browse >> Located the sforce_connect file

I was able to establish the Connection with my Sandbox by following the Steps...

In the Salesforce.com Login dialog Keyed in the below:
User Name: Sandbox User Name
Password: Password+Security Token
Server URL: https://test.salesforce.com/services/Soap/c/16.0

And was able to connect....

I still have one issues while querying Custom Objects ....

>> Whenever a Query is initiated the on a Custom Object, the criterion [System Modstamp > 1/26/2013] gets automatically added and the below error is thrown ... I also get a popup stating No Records returned.



---------------------------
Microsoft Excel
---------------------------
Error Generated by request::An internal server error has occured while processing your request.
Url:https://cs8-api.salesforce.com/services/Soap/c/16.0/00DL00000002wGB

ExceptionCode : 5103


---------------------------
OK
---------------------------

Is there a solution to address the Error?