excel-connector


Simple yet powerful access from Excel to the Force.com platform

Excel Connector

This tool provides a simple yet powerful access to the sforce SOAP API directly from Microsoft Office Excel. The Connector is written in VBA and references a COM object provided by salesforce.com.

The Add-In source code is available for inspection and inspiration using the development tools built into Microsoft Office. After the connector is installed, launch Excel and press ALT-F11 to view the code. This updated version is using the latest Force.com Office Toolkit (API 16.0)

Ron Hess

Install

Let's go, proceed to the Wiki Install Page

Requirements

The Excel Connector relies on the Office Toolkit 4.0 from Salesforce.com to communicate with the Force.com API via SOAP, therefore you must begin by installing this on your system, details are found on the install page under wiki tab.

The connector was written with Windows XP and Office 2003, it continues to run on Windows Vista and Office 2007. Recently it was reported working on Windows Seven and Office 2007. It may someday break, if so please file a bug on the issues tab.

The Add-In is provided as-is with no implied warranty or guarantee

Feature Request or Bug ?

Please log feature requests or bugs that you find in the Issues tab, thanks.

Community

The user community can often help answer your questions, very smart people over there and it doesn't hurt to post. see the Connector User Community side bar.

Success

The connector has been downloaded more than 100,000 times since 2005, wow. Thank you for downloading and trying the Force.com Excel Connector.

Ron Hess

Project Information

Labels:
force.com salesforce crm excel