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Robert Daunce rdaunce

  • PLS 3rd Learning
  • Buffalo, NY
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Installation

Download and install the Office Tookit 4.0 MSI and the Excel Connector for Profiessional Edition (API 16.0) from https://code.google.com/archive/p/excel-connector/downloads

Preparing to Connect to SalesForce

Additional configuration is required to get everything working properly.

Enable Excel macros

The SalesForce Excel Connector will no run in Excel unless macros are enabled. Due to the security risks that macros pose, it is recommended to enable macros only when using the connector and disable them when fished.

To enable macros, launch Excel and follow these steps:

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