salesforce

I don't see a lot from Salesforce/Power Query questions here but I have the following M in Power Query to pull data in from Salesforce custom table 'SR__c'. The table has a nested relationship table named 'RO__r' as placed in bold below. When I try to expand the relationship table ('RO__r'), it...

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)...

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!

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...

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...

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...

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...

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.

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...

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...

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...

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

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...

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...

.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...