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  • Mike Schinkel.ax196
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32 replies

Microsoft Access SForce Connector?

I am using Excel SForce Connector, which is a great tool when compared to what you can't do in SalesForce without it, but what I really need is an SForce Connector for Microsoft Access that would let me bring data down into Access tables directly, and to update SalesForce from Access. 

 

Why do I need this?  I'm doing a lot of prospecting work to find contact names and addresses for a specific group of opportunities (we sell advertising in "guides" and companies with products related to the topic of a guide are our prospects) and then postal mailing them an advertising media kit.

 

To do this I query SalesForce for opportunities, accounts, and contacts. I do my research in Excel and then add or update the information I find about accounts and contacts back into SalesForce.  Then I copy all that information into Access and create a join so I can print letters and labels using my Dymo label printer.  (As far as I know I can't do this latter in SalesForce because:


    • SalesForce won't let me create a report with two joins (grrr), and

    • SalesForce doesn't support my Dymo label printer

    So a Microsoft Access SForce Connector would be a godsend, but it would have to work with Professional Edition.  SalesForce, you've already got 80% of the work done in the Excel Connector; any chance of creating a Microsoft Access SForce Connector?


     
    5 replies

    Excel Connector: Possible to query for accounts given a list of opportunities?

    Using the Excel connector, is it possible to query for the accounts associated with a list of opportunities? Alternately, is it possible to query for accounts given a list of account IDs?
    1 replies

    Excel Connector Error Querying Account for System Modstamp > 1/1/2000

    When I try to get all my accounts using the Excel connector by querying Account for System Modstamp > 1/1/2000, I get the following error and it doesn't look like all accounts can through.



    Salesforce: Query()
    invalid Range, missing data type, or other error,
    type is: Account
    Application-defined or object-defined error


    Any idea what is causing this and how to fix it?


    I'm using the Professional edition.

    3 replies

    Excel Connector Problems with Contacts and Leads

    When I try to use the Query Wizard I get a pop-up error "No table name found near $A$1" when I select "Contact" or "Lead."

    When I select Opportunity or Account, it has no problems.

    I'm using Professional Edition. What am I doing wrong?
    32 replies

    Microsoft Access SForce Connector?

    I am using Excel SForce Connector, which is a great tool when compared to what you can't do in SalesForce without it, but what I really need is an SForce Connector for Microsoft Access that would let me bring data down into Access tables directly, and to update SalesForce from Access. 

     

    Why do I need this?  I'm doing a lot of prospecting work to find contact names and addresses for a specific group of opportunities (we sell advertising in "guides" and companies with products related to the topic of a guide are our prospects) and then postal mailing them an advertising media kit.

     

    To do this I query SalesForce for opportunities, accounts, and contacts. I do my research in Excel and then add or update the information I find about accounts and contacts back into SalesForce.  Then I copy all that information into Access and create a join so I can print letters and labels using my Dymo label printer.  (As far as I know I can't do this latter in SalesForce because:


      • SalesForce won't let me create a report with two joins (grrr), and

      • SalesForce doesn't support my Dymo label printer

      So a Microsoft Access SForce Connector would be a godsend, but it would have to work with Professional Edition.  SalesForce, you've already got 80% of the work done in the Excel Connector; any chance of creating a Microsoft Access SForce Connector?


       
      5 replies

      Excel Connector: Possible to query for accounts given a list of opportunities?

      Using the Excel connector, is it possible to query for the accounts associated with a list of opportunities? Alternately, is it possible to query for accounts given a list of account IDs?
      4 replies

      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?
      3 replies

      Excel Connector Problems with Contacts and Leads

      When I try to use the Query Wizard I get a pop-up error "No table name found near $A$1" when I select "Contact" or "Lead."

      When I select Opportunity or Account, it has no problems.

      I'm using Professional Edition. What am I doing wrong?
      26 replies

      VBA Macro access to Excel plug-in

      Can you access the salesforce.com plug from VBA Macros? If so, what are the subroutine/function names in the project and what are their parameters...

      I would like (from a macro):

      1) Login to sfdc
      2) Refresh ALL reports (or even use Refresh Selected Reports and select the reports by name)

      Richard
      • November 04, 2005
      • Like
      • 0
      5 replies

      How do I view source code of Sforce Excel Connector

      Hi All,

      I've downloaded the sforce_connect_for_pe.xla. Is that not the open source version of Sforce connector because it prompts me for password. Thanks.

      Sincerely
      Jeremy
      • November 02, 2005
      • Like
      • 0