How to Use Salesforce with Excel Connector
Most enterprises already have a record-keeping system that stores all their records which eventually become their existing data when they become Salesforce clients. Later on, these businesses will gradually see the need of having a Salesforce Excel Connector to cater for some specific data tasks. The most involving job when getting the Salesforce CRM installed and running efficiently is moving the existing data from its location into the Salesforce CRM.
Salesforce Excel Connector is a good move by the business as it allows them to save much time because the tool allows them to manage their entire Salesforce data while using Excel efficiently. The salesforce excel connector
becomes essential when mass updating is involved, and data cleaning processes are be done among other valuable functions within the Excel spreadsheet.
Salesforce Excel is also critical when analyzing, or manipulation of data is being done with a single table. This, however, requires that you have the Ms-Excel program installed on your PC and download and install the MS-Office Extension and the Excel Connector Add-in Files.
Prior using the Salesforce Excel Connector, there are some things that you should have in mind that will help you along the way. This will help boost the efficiency when using this program. These are:
o It is important that you remember your password and the security token just like any other Salesforce program.
o The user must send updates first before the new updates are done to the Salesforce
o Never change every object's primary key
o By using the query, filters will allow them to restrict the data to only what you wish to edit, whenever you have a flow of many files
o If you ever make a change and fail to update, you still have the option to backtrack by selecting the particular row and then choose the option of Query Selected Rows.
The Excel connector https://www.celigo.com/products/smartclient-for-salesforce-excel/
remains a powerful tool that is continuously being used in updating date in the Salesforce. It is very convenient for businesses because they can save time when it comes to the hectic task of data updating.
It also enables the company to be well organized and move data from simple data spreadsheets such as Excel into a more secure and reliable system. This ensures the safety of vital business data which is very important in today's world when any weaknesses in the security can be taken advantage of by malicious individuals.