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SmartClient for Salesforce Introduction

The SmartClient enables you to pull data from Salesforce into the SpreadSheet. You can filter the data you want to download. The data is inserted into the Excel sheet within a boundary called the ‘binding area’. Along with the Salesforce Objects that you download, two additional columns also get created: one for displaying the Salesforce ID for each row (of the object field) and the other for displaying errors, if any.

You can create a template for your recurring operations and save it for future use. All CRUD operations are supported. You can insert new rows, modify existing data, delete, refresh and update records. Once you complete the data operations, you can upload the data back into Salesforce in one go.

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