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dreamreal Generating reports using excel connector
Basically what I am trying to do is figure out a workaround for the fact that reports do not have in-line editing. What I've done so far is import from salesforce all my opportunities by stages (a very long, manual process). The administrator can now edit reports in-line, and it will automatically change the opportunities. The problem with this though, is that the rest of the organization uses salesforce to enter new opportunities, and the administrator will not be able to see these changes unless he uses query to update at a certain interval of time. Is there any way to avoid this?
Instead of doing this, why not use enhanced list in Salesforce, so you can do inline editing. And record-locking is handled for you.
Hope that helps,
Sati