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Dausuul Manipulate Salesforce Through Excel
My company has a Professional account, English-language Salesforce.
I am currently trying to build an Excel app that can query my company's Salesforce account and make edits to certain fields. (Right now, what I'm trying to do is set up a system to collect tracking numbers for our outbound packages, and upload that data into Salesforce, all automatically. Once I have that built, I will be doing other projects along similar lines.)
I have the Excel Connector for Professional Edition. However, I need to be able to call the sfQuery and sfUpdate functions from my own macros. So far, I have not been able to work out how to do this. When I try the following:
Call sfQuery
...in my own project, I get "Sub or Function Not Defined." Is there something else I need to do in order to make this happen?
I am currently trying to build an Excel app that can query my company's Salesforce account and make edits to certain fields. (Right now, what I'm trying to do is set up a system to collect tracking numbers for our outbound packages, and upload that data into Salesforce, all automatically. Once I have that built, I will be doing other projects along similar lines.)
I have the Excel Connector for Professional Edition. However, I need to be able to call the sfQuery and sfUpdate functions from my own macros. So far, I have not been able to work out how to do this. When I try the following:
Call sfQuery
...in my own project, I get "Sub or Function Not Defined." Is there something else I need to do in order to make this happen?
now you can click on the sforce_connector project, then in the pull down select sforce_connect and you can see what functions are public and therefore should be callable.
I only use the sflookup , sfaccount, sfusername() functions and only have the EE version installed.
so i tried to build a workbook macro as you describe
i get the same message, this is because the VB environment still does not know how to call into that function
so, I build the macro try()
sub try()
call sfUpdate()
end sub
this fails with the message you saw
so I go into "Tools" --> References
then add a checkbox for sforce_connector,
click OK
then it works.
hess
just put "=sfemail('some@email.com')" into a cell in your worksheet and save, you should be prompted for a login.
this is documented in the help file, under the help menu, look for "Callable Functions"