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MikeBryantMikeBryant 

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:

  1. Contract ID
  2. Company Name
  3. Activated By ID
  4. Activated Date
  5. Billing City
  6. Billing Country
  7. Billing Zip/Postal Code
  8. Billing State/Province
  9. Billing Street
  10. Company Signed Date
  11. Company Signed By ID
  12. Contract Term
  13. Customer Signed Date
  14. Customer Signed By ID
  15. Customer Signed Title
  16. Description
  17. Contract End Date
  18. Contract Name
  19. Owner Expiration Notice
  20. Owner ID
  21. Shipping City
  22. Shipping Country
  23. Shipping Zip/Postal Code
  24. Shipping State/Province
  25. Shipping Street
  26. Special Terms
  27. Contract Start Date
  28. Status
  29. Agency
  30. Billing Notes
  31. Date Entry
  32. DoD Related
  33. Legacy Number
  34. Manufacturing
  35. NASA Related
  36. Program Assist
  37. Prototyping
  38. Prototyping Notes
  39. R&D Related
  40. Referred
  41. Reverse Engineering
  42. Reverse Engineering Check
  43. Service Type
  44. Training Equipment
  45. 21st Centry Client
  46. Contract Number
  47. County
  48. Created By ID
  49. Created Date
  50. Data Quality Description
  51. Data Quality Score
  52. Last Activity
  53. Last Approved Date
  54. Last Modified By ID
  55. Last Modified Date
  56. Status Category
  57. System Modstamp
  58. Total

The fields of our contract object are (notice #'s 26 and 32 are not found in the list above):

  1. Account Name
  2. Activated By
  3. Activated Date
  4. Billing Address    Address
  5. Company Signed By
  6. Company Signed Date
  7. Contract End Date
  8. Contract Name
  9. Contract Number
  10. Contract Owner
  11. Contract Start Date
  12. Contract Term
  13. Created By
  14. Customer Signed By
  15. Customer Signed Date
  16. Customer Signed Title
  17. Description
  18. Last Modified By
  19. Owner Expiration Notice
  20. Shipping Address
  21. Special Terms
  22. Status
  23. 21st Centry Client
  24. Agency
  25. Billing Notes
  26. Contact
  27. County
  28. Data Quality Description
  29. Data Quality Score
  30. Date Entry
Does anyone have a work around for this.  We are trying to bulk insert from the SForce connector to import legacy data.  A solution for using the SForce or a point in the direction of another tool that could assist with importing legacy data would be greatly appreciated.

Legacy Data is in MS Access
  1. DoD Related
  2. Facility
  3. Legacy Number
  4. Manufacturing
  5. NASA Related
  6. Program Assist
  7. Prototyping
  8. Prototyping Notes
  9. R&D Related
  10. Referred
  11. Reverse Engineering
  12. Reverse Engineering Check
  13. Service Type
  14. Total
  15. Training Equipment

Best Answer chosen by Admin (Salesforce Developers) 
CaptainObviousCaptainObvious

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

CaptainObviousCaptainObvious

Are you using a current endpoint? In Excel, go to:

  • sforce Connector > Logout Session
  • sforce Connector > Describe Sforce Object

You'll be prompted for your credentials....

  • Click the Advanced>> button- this lets you edit the Server URL
  • Make sure you're using at least 14.0

Click Login and see if that helps.

 

 

VineetTVineetT

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.

BlueBloodBlueBlood

 

 


CaptainObvious wrote:
  • Make sure you're using at least 14.0

 

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?

CaptainObviousCaptainObvious

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

This was selected as the best answer
vitekvitek
WOW. i cant believe. this is my happiest day in a long time.thank you for this post
jfurneauxjfurneaux

Awesome - worked for me!