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Salesforce Excel Connector Presentation

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Maria Pergolino
Maria Pergolino

Presentation I did for Philadelphia Salesforce user group on the Excel Connector. Some content taken from D. Schach and Salesforce Community presentations.

Technology
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Data Quality Excel Connector Maria Pergolino (w slides taken from salesforce.com/community
ADMINISTRATOR DATA PAIN POINTS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
DATA QUALITY BENEFITS ,[object Object],[object Object],[object Object],[object Object],[object Object]
DATA QUALITY BEST PRACTICES ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
EXCEL CONNECTOR - DESCRIPTION ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
EXCEL CONNECTOR - DESCRIPTION ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
EXCEL CONNECTOR – IMPORTANT LINKS ,[object Object],[object Object],[object Object],[object Object]
IMPORTANT NOTE ,[object Object],[object Object],[object Object]
DOWNLOADING TOOL ,[object Object],[object Object],[object Object],[object Object],[object Object]
USING TOOL – SIGNING IN ,[object Object],[object Object],[object Object],[object Object]
DEMO ,[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],EXCEL 2003 vs Excel 2007 ,[object Object],[object Object]
What’s up with 15-char and 18-char IDs? ,[object Object],[object Object],[object Object],User I nterface returns 15-char IDs
15-char and 18-char IDs ,[object Object],Excel thinks they’re the same! These IDs came from a Report
15-char and 18-char IDs ,[object Object],Extra characters make the difference These IDs came from Data Loader
15-char and 18-char IDs ,[object Object],[object Object]

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Salesforce Excel Connector Presentation

  • 1. Data Quality Excel Connector Maria Pergolino (w slides taken from salesforce.com/community
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