You need to sign in to do that
Don't have an account?
![Tess Tess](https://dfc-org-production.my.site.com/img/userprofile/default_profile_45_v2.png)
Launch Connector from Macro in excel
I have tried to create a simple macro by using "Record New Macro" to Launch the Connector. It doesn't work. Does anyone know a simple way to create a macro that will launch the connector and even run a query? I am not a VB Programmer, so I would prefer to keep it simple.
Thanks!
Thanks!
This is how I do it using vba:
"opps" is the name of my sheet with sforce import records. I create it manually the first time using the sforce connector drop down menus.
I have a second sheet called "dashboard" with three buttons:
Update data from sforce (which gets the data from sforce)
Create reports (which generates up to 10 different reports from the raw data, using advanced filter)
Save Reports (which creates a new workbook with just the reports)
The result: The Sales exec generates his own set of control reports for easy distribution within the company.
The code for the first button is shown below:
Note: sfqueryall is a subroutine inside sforce connector that corresonds to "run each query on the current sheet" menu item on the sforce connector toolbar.
Private Sub CmdButUpdSforce_Click()
On Error GoTo Err_CmdButUpdSforce_Click
Sheets("opps").Activate
Call sfqueryall(True)
Exit_CmdButUpdSforce_Click:
Exit Sub
Err_CmdButUpdSforce_Click:
MsgBox Err.Description
Resume Exit_CmdButUpdSforce_Click
End Sub