Steps to use Salesforce Excel Connector: A Simple Guide - Learn | Hevo
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Steps to use Salesforce Excel Connector: A Simple Guide – Learn | Hevo

salesforce is the most widely used cloud-based crm platform. stores all your leads, customer data, supplier data, sales and invoices, contact data, etc. Often, to get useful insights from all of this data, you need to combine it with other data and import it all from salesforce into a bi tool. .

the most basic bi tool most of us are familiar with in excel. In this post, we will discuss method for Salesforce ETL using Salesforce Excel Connector, its limitations and challenges. here is a summary of this blog:

Reading: How to connect salesforce to excel

  • steps to use the salesforce excel connector
  • limitations
  • an alternative approach

steps to use the salesforce excel connector

To import data from salesforce to excel, you can use the salesforce excel connector.

step 1: open excel and go to the data tab → new query → from other sources.

New Query > From Other Sources > From Salesforce Objects: Salesforce Excel Connector

Image Source: Self

Step 2: Next, select → Salesforce objects → choose one option from Production or Custom → enter your Salesforce credentials, if asked for.

Select Salesforce Objects: Salesforce Excel Connector

Image Source: Self

You will have 2 options here.

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step 3: the browser allows users to select sf objects or use the “load into” option to load into a table or create a connection.

option 1:

if you just want to copy data and do some excel calculations with it, create a new table. this new table will contain all data snapshots, selected from sf, as they were at that time.

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option 2:

otherwise, if you want to load the latest updated data from sf and create graphs/calculations on it, create a connection. a connection will bring you the most recent data from sf, each time it is accessed. therefore, your chart will be pulled from the latest data as it comes in from salesforce.

There are some limitations and challenges to the above approach using the salesforce excel connector.

limitations

  • Most versions of ms office require you to install the office toolkit from force.com and then install excel connector xla.
  • excel and any other ms office tools like access or powerpoint use an odbc driver to access salesforce, and for that driver to work you will need to enable api access in your salesforce account.
  • tools like excel and access have a maximum size limit, if your sales force data is substantial or your sales force objects are large they may not fit in excel.
  • Also, in this case, binding the data instead of importing it could be slow, as these tools simply do not have advanced pipeline capabilities.
  • These tools were not designed for etl, therefore moving the live data back and forth could be slow, at times.

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However, if your data volume is not large and your data does not change very often, the above approach is good for you.

but if you want to integrate data from multiple sources and use it to get a full picture of what’s going on, you’ll need a proper etl tool.

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To get a bird’s-eye view of all your processes and formulate the best strategy moving forward, you’ll also need a modern bi tool.

an alternative approach

hevo can address the above limitations. hevo can not only create live pipelines for a variety of data sources, but also has advanced pre-processing capabilities to transform your data in such a way that it is easily consumable by all modern bi tools. there are virtually no data size limits or performance issues.

hevo can fetch up-to-the-minute data in real time and supports fast pre-processing. data from your multiple data sources (including free sources like salesforce), would arrive in the hevo pipeline at different speeds and at different times. hevo is designed to easily manage these trickles and trickles of your various data streams and supports 128-bit ssl encryption.

do you want to take hevo for a ride? Sign up and experience the feature-rich HEVO suite first-hand.

Share your thoughts on the Salesforce Excel Connector in the comments below!

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