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StanBStanB 

Can you modify in Excel and upload into SF?

Hello
 
Using Excel Connector I have downloaded custom reports. I modify data into the report and want the changes to take effect into SFDC. Each time I do a refresh the modified info is replace by the one into SF...
How can I change this. What am I doing wrong?
 
Stan
IWyattIWyatt

Hi Stan,

 

Instead of pressing 'refresh' you need to:

1) select the cells (click+drag) that you want to update into SF

2) and then select 'update selected cells'

There are some caveats, but I think you'll get them figured out without too much trouble.

 

IW
StanBStanB

Thank you everyone,

 

Here is also good info from SFDC:

 

Thank you for contacting Salesforce Support


salesforce.com support does not support for the Excel Connector as it is a third party tool,.

 

You can obtain information from the following sites.

1. The online help can be accessed from the below link http://sforce.sourceforge.net/excel/index.htm

2. Additional information can be obtained from http://blog.crmsuccess.com

3. Forum boards for excel connector. User can post their questions here.
http://forums.crmsuccess.com/sforce/board?board.id=Excel_Connector

4. Excel connector for Professional Edition and Enterprise Edition can be downloaded from
http://blogs.salesforce.com/features/2006/05/excel_connector.html

5. Best Practice presentation
http://blogs.salesforce.com/dreamforce06/2006/09/your_golden_tic.html

CRMsimpleCRMsimple
Are you using the Excel Connector or the office edition plugin for Excel. They are not the same thing. It sounds like you are using Office Edition plugin if you say you are downloading custom reports. If it's the Excel Connector you would query your salesforce data via the Sforce Table Query Wizard and the button would be named sforce connector. Is this waht you use or does your button say salesforce.com and then you select login from the menu?