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MikeBryant
SForce Connector with Excel - Missing Fields
When we use the SForce connector on a standard object (Contracts) and we get to the dialog screen (Wizard Step 3 of 3) to select the fields to return, the listing of fields is missing two lookups we have added to the Contracts object - one for a Contact and one to another custom object Facilities. The following is a list of the fields available:
The fields of our contract object are (notice #'s 26 and 32 are not found in the list above):
Legacy Data is in MS Access
- Contract ID
- Company Name
- Activated By ID
- Activated Date
- Billing City
- Billing Country
- Billing Zip/Postal Code
- Billing State/Province
- Billing Street
- Company Signed Date
- Company Signed By ID
- Contract Term
- Customer Signed Date
- Customer Signed By ID
- Customer Signed Title
- Description
- Contract End Date
- Contract Name
- Owner Expiration Notice
- Owner ID
- Shipping City
- Shipping Country
- Shipping Zip/Postal Code
- Shipping State/Province
- Shipping Street
- Special Terms
- Contract Start Date
- Status
- Agency
- Billing Notes
- Date Entry
- DoD Related
- Legacy Number
- Manufacturing
- NASA Related
- Program Assist
- Prototyping
- Prototyping Notes
- R&D Related
- Referred
- Reverse Engineering
- Reverse Engineering Check
- Service Type
- Training Equipment
- 21st Centry Client
- Contract Number
- County
- Created By ID
- Created Date
- Data Quality Description
- Data Quality Score
- Last Activity
- Last Approved Date
- Last Modified By ID
- Last Modified Date
- Status Category
- System Modstamp
- Total
The fields of our contract object are (notice #'s 26 and 32 are not found in the list above):
- Account Name
- Activated By
- Activated Date
- Billing Address Address
- Company Signed By
- Company Signed Date
- Contract End Date
- Contract Name
- Contract Number
- Contract Owner
- Contract Start Date
- Contract Term
- Created By
- Customer Signed By
- Customer Signed Date
- Customer Signed Title
- Description
- Last Modified By
- Owner Expiration Notice
- Shipping Address
- Special Terms
- Status
- 21st Centry Client
- Agency
- Billing Notes
- Contact
- County
- Data Quality Description
- Data Quality Score
- Date Entry
Legacy Data is in MS Access
- DoD Related
- Facility
- Legacy Number
- Manufacturing
- NASA Related
- Program Assist
- Prototyping
- Prototyping Notes
- R&D Related
- Referred
- Reverse Engineering
- Reverse Engineering Check
- Service Type
- Total
- Training Equipment
Are you using a current version of the sforce Connector for Excel (version 6.16 - 2/17/06)?
Click the sforce Connector button, click the down arrows to expand the menu, and click Help on sforce-Excel Add-in. Then, click the Online User Guide / Help File button. The Download section has links to the latest version. Here's a direct link just in case you can't access the help document: sforce Connector
All Answers
Are you using a current endpoint? In Excel, go to:
You'll be prompted for your credentials....
Click Login and see if that helps.
In the past in order to quickly pull additional fields which I had not selected while using the Sforce Table Query Wizard I simply put the name of the Field at the end of my list of fields I am pulling.
So if I was pulling the User object and originally I pulled only User ID, Business Unit Code and Full Name and I wanted Date of Birth as well which I did not originally query I simply add Date of Birth at the end of my list of Fields I am pulling.
Sforce is smart enough to pull the new field when I go to Query Table Data.
This may work for you or may not.
I used the Advanced>> dialog, but could not log into anything greater than 7.0. This was an improvement over the default (4.0). However, instead of the lookup value, I go the child fields. These could not be updated directly.
Is there a particular reason I cannot log in above 7.0?
Are you using a current version of the sforce Connector for Excel (version 6.16 - 2/17/06)?
Click the sforce Connector button, click the down arrows to expand the menu, and click Help on sforce-Excel Add-in. Then, click the Online User Guide / Help File button. The Download section has links to the latest version. Here's a direct link just in case you can't access the help document: sforce Connector
Awesome - worked for me!