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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!
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:
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]
Good luck!!
All Answers
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?
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!
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!!
Has anyone found the 9.01 connector yet? I'm still searching....
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
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:
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]
Good luck!!
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?
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
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!
I'm running Windows XP with Service Pack 3, and
Microsoft Office Professional Plus, Excel 2007 (v 12.0.4518)
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!
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
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?
I think you just need to whitelist your IP address or use the security token.
Your Password is actually your regular Salesforce.com password plus the security token (no space or other characters in between the two).
Awesome post!
Very helpful.
Thank you so much.
R:^)
[1] Installed Office Toolkit from the below Site:
http://www.salesforce.com/us/developer/docs/officetoolkit30/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?