It has full support for Outlook 2011 for Mac (contacts, calendar events, opportunities, cases, email archiving, etc.). Because Riva provides server-side sync between Salesforce and Exchange, all Exchange clients are fully supported (Outlook 32 and 64-bit for Windows, Outlook for Mac, Outook Web Access, iPad, iPhone, BlackBerry). Nov 11, 2018 - XL-Connector icon An Excel add-in that enables you to quickly retrieve data from your Salesforce account into Microsoft Excel spreadsheets. I have spent the last week or so familiarizing myself with Salesforce as a program, which is a beautifully complicated tool that is used by many if not most businesses. The Salesforce Connector with Excel is handy for uploading, updating, and/or deleting data in SalesForce through Excel. This is useful when you download data from programs like Qualtrics that may export into a CSV or Excel sheet for your data which you want to upload all at once, not by individual people. It's also useful when searching for specifics in your system, like what companies have over 5,000 employees or make over $250k annually - these can all be handled and processed by the Salesforce Connector. My information is provided in the video for further questions. Google chrome keeps opening a new tab. Open New Tab Shortcut. To open a new tab, hold Command and press T. For PC, hold Ctrl and press T. Remember that Cmd ⌘ on Mac is usually equivalent to Ctrl ⌃ on Windows. Cmd ⌘ Click will open a link in a new a tab behind the current one, if you click a link. Cmd ⌘ Shift ⇧ Click will open the new tab & bring it to the front. These are the default settings [iirc] but they can be changed in Prefs Edit. Use Command-Shift-J to view the files you downloaded with Chrome in a new tab. Again, this one is Mac-only. It's not all good news and shortcuts, however, for Chrome users on a Mac. Learn keyboard shortcuts and become a pro at using Chrome. Windows and Linux Tab and window shortcuts. Open the Chrome Help Center in a new tab: F1: Log in a different user or browse as a Guest: Ctrl + Shift + m. Mac Tab and window shortcuts. Action: Shortcut: Open a new window ⌘ + n. The Salesforce ODBC driver now includes two ODBC drivers one which supports SQL and one which supports SOQL. This article is for the SQL version of the driver (Easysoft Salesforce ODBC Driver). For the SOQL version of the driver please refer to this. Use the Salesforce.com Driver to connect Excel to Salesforce.com and: • Work with Salesforce.com data in your spreadsheets. • Upload data from your spreadsheets into Salesforce.com. The Salesforce.com Driver is available to download from the Easysoft web site: • Download the. () • Install and license the Salesforce.com Driver on the machine where Excel is installed. For installation instructions, see the. Before you can use the Salesforce.com Driver to connect Excel to Salesforce.com, you need to configure an data source. Intuit quickbooks for mac 2016. You can configure a User data source, which is only available to the user who creates it, or a System data source, which is available to all users on the machine. You configure data sources in Administrator, which is included with Windows. 64-bit Windows There are two versions of Administrator on this platform. (If you are not sure whether your version of Windows is 32-bit or 64-bit, follow the instructions in this to find out.) The version of Administrator that you need to run depends on whether you have a 32-bit or a 64-bit version of Excel. ![]() To find out which version of Excel you have, start Excel, and then start Windows Task Manager. In Task Manager, choose the Processes tab. Look for Excel.exe in the list. If this process name is followed by *32, your version of Excel is 32-bit. Otherwise, your version of Excel is 64-bit. If you have the 64-bit version of Excel, you need to run 64-bit version of Administrator. To do this, open Administrative Tools in Control Panel, and then open Data Sources (). (On Windows Server 2003 and earlier, the Control Panel applet that launches Administrator is labelled Data Sources. On Windows 8 and later, the Control Panel applet is labelled Data Sources (64-bit).) If you have the 32-bit version of Excel, you need to run 32-bit version of Administrator. To do this, in the Windows Run dialog box, type:%windir% syswow64 odbcad32.exe 32-bit Windows To run Administrator on 32-bit Windows, open Administrative Tools in Control Panel, and then open Data Sources (). (On older versions of Windows, the Control Panel applet that launches Administrator is labelled Data Sources.) Use Administrator to create your Salesforce.com Driver data source: • Do one of the following: • To create a User data source, in the User DSN tab, choose Add. –Or– • To create a System data source, choose the System DSN tab, and then choose Add. • In the Create New Data Source dialog box, choose Easysoft ODBC-Salesforce Driver, and then choose Finish. • Complete the Easysoft ODBC-Salesforce Driver DSN Setup dialog box: Setting Value DSN Salesforce.com User Name The name of your Salesforce.com user. For example, [email protected]. Password The password for your Salesforce.com user. Token The security token for your Salesforce.com user, if required. To find out whether you need to supply a security token, choose the Test button. If the connection attempt fails with an error which contains LOGIN_MUST_USE_SECURITY_TOKEN, you need to supply one.
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