salesforce

  1. T

    Get Data - Salesforce

    Hi, I'm having a strange problem where I can no longer connect to salesforce via GetData as "We don't support this browser". I am running IE 11, updated everything from Chrome & Edge. Used to work fine before but has stopped working since working from home. VPN is on (not sure this matters)...
  2. J

    Newbie query: How to get Salesforce data into Excel? I have only a link to the SF report...

    I'm sorry. I have a link to a Salesforce report which I need to copy or import data from and ideally to use/paste into Excel, or something accessible. If anyone has any tips, I'd be very grateful -- thank you!
  3. D

    Index/Match statement with OR operator

    Hi all, I need to enhance the formula: =IF(INDEX('Salesforce Combined Data'!$P$3:$P$9999,MATCH($B4,'Salesforce Combined Data'!$C$3:$C$9999, 0))<>"","*","") Right now, it checks if there is a value in a cell on another sheet. If so, instead of showing the actual value, it shows an asterisks...
  4. Small Paul

    Excel 2013 to Salesforce Professional Connector

    Hi All We hold our data in Salesforce Professional. Every day I have to go through the process (in Salesforce) of exporting .csv reports to Excel 2013 to then manipulate the data. I am presently in the process of automating the Excel part with macros. Can anybody advise whether there is a...
  5. Small Paul

    Excel 2013 to Salesforce Professional Connector

    Hi All We hold our data in Salesforce Professional. Every day I have to go through the process (in Salesforce) of exporting .csv reports to Excel 2013 to then manipulate the data. I am presently in the process of automating the Excel part with macros. Can anybody advise whether there is a...
  6. D

    salesforce office toolkit with vba

    Hello, for several years I have been using salesforce office toolkit to query, create and update salesforce records through Excel vba. Although I have no background in any other coding languages, I have worked out the queries,updates, etc. With one exception - I cannot get subqueries working...
  7. G

    Salesforce query 2000 row limit

    Anybody know of a workaround with the salesforce report query source 2000 row limit? I can't use the salesforce objects because I don't have developer access permissions and the current objects and field relationships don't mesh well, no record id to merge object queries.
  8. J

    Power Query: Salesforce connection problems

    I'm working on creating a complex table in Power Query, and it appears that update 2.29.4217.221 64-bit has broken a lot of the connectivity between my queries and Salesforce. The queries work fine on my coworkers' older version (2.27.4163.551), but is giving me constant errors that say...
  9. A

    prepare excel file for Salesforce upload through VBA

    I need to convert a data matrix in Excel to a csv-file and would like to use a VBA for it, as i need to multiple large sheets. I have searched the web but can't find solutions for it. Who can help me out here? example data matrix i have: <tbody> Product 1 Product 2 Product 2 Product 2...
  10. T

    Excel VBA linked to Salesforce

    Not sure if anyone can help on this but any ideas would be greatly appreciated. I have created a worksheet that is used as a price estimator and a click of a button sends it to the customer. What I would like it to (if possible) is that when I click the button to send it as an email, is to load...
  11. L

    Power Pivot and salesforce

    How can I pull Salesforce.com data into power pivot for excel? Seems like power pivot was made for this type of thing... With Salesforce I can use REST API... how can I pull it into PowerPivot?? A few references about SFDC http://wiki.developerforce.com/page/Workbench
  12. C

    Runtime Error '91'

    I am very new to Vb and have got myself into what is a relatively big project for myself. I get the runtime error '91' object varaible or with block variable not set when running this code. I have just pasted the portion that causes the error. Before this portion of the script it is being...
  13. C

    Salesforce report Refresh

    Excel keeps crashing when I attempt to refresh all reports. Does anyone have a script that enables you to refresh one report at a time? This is what I'm currently using to allow myself to refresh all. If SFDC_Login() Then SFDCExcelAddin.RefreshAll Else MsgBox "Login failed", vbExclamation End...
  14. T

    120mb .xls file taking long to open?

    .xls file is: 120mb 180,000 rows 11 columns Possible that it's an earlier version of excel? I get that error message when opening that says the extension is different than the format of the file? My computer: Windows 7 4GB Ram Intel Core 2 Quad 2.66Ghz 64-Bit OS Running Excel 2007...

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