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ckellie
Simplifying the Excel Connector
I have several extensive and intricate excel workbooks in a variety of departments involved in developing quotes. I am wanting to connect these excel workbooks to Salesforce for my end user to download the desired information from Salesforce with clicking a button, then upload new information, amending/creating records. Various dataloaders require certain admin skills for successful use. I am wanting to simplify the process to pushing 1 button on the excel workbook. Are there any existing applications?
I am trying to develop another VBA application to do this as well. However, I am unable to access the VBA code associated with the connector. Would you or anyone else have an idea where to get this?
The connector plug in is password protected, but you can enable the project in VB and then call certain subroutines in your macro.
To enable, open your VB project, then click Tools on the menu, then References, then check-box the sforce connector and save the change.
In your macro, put sfQueryAll on its own line; that should run all the queries on the active sheet.
Other subroutines include:
Example:
a short-cut to sflookup. It is the equivalent of: