Would someone be able to tell me if it is possible to programatically drag down data from Salesforce to Excel at set times throughout the day?
My idea was to run some VBA code at set intervals which would then bring back the reports that I wanted.
I have both the Salesforce Connector and the Office Edition
Any help would be greatley appreciated
Am trying to create a custom formula to determine what % of our pipeline was rolled from one month to the next (ie opportunities due to close this month that were pushed into this month from last month).
Ideally it would be a percentage showing something like
sum of amount where historical close date is less than current month / sum of amount where close date is this month
Would there be anyway to do this without going out to excel?
With the new sync funtionality, it seems that any useful identifying information (account or contact name) related to a task or event is no longer appended during sync. This means I have a dozen 'followup call' entries in my task list and I have no idea what accounts or contacts any of my events relate to. I know I can right click and View in Salesforce but this is hardly useful sync functionality.
I have logged this with customer support and have been told that my 'feature request' will be considered. I know that the previous sync mechanism using intellisync appended identifying information - this 2.0 release is a major downgrade in functionality/usability.
I am really surprised to not see more people complaing loudly about this issue. Does nobody else care about this?