SmartClient for Salesforce – Office 365 Excel Solution Walk-through

Overview SmartClient Office 365 Excel for Salesforce Access and update Salesforce data from within Office 365 Excel for quick data transformations, bulk processing or mass data updates.

Features Modifying and updating multiple Salesforce records at one go is time- consuming and error prone. SmartClient for Salesforce provides an automated way to update and manage large data sets in Salesforce. SmartClient uses Microsoft Office 365 Excel and Celigo’s proprietary integration technology to: Facilitate access to Salesforce data from within MS Excel Allow to insert, update, and export records into / from Salesforce Save recurring data operations into reusable templates Enhance productivity using integrated Task Pane capabilities Increase data accuracy through comprehensive Excel features SmartClient is a simple and effective tool for mass updates and data scrubbing activities.

Workflow Technology Support Windows: Desktop Excel, Office 365 Mac: Currently Supports only Office 365

Task Pane App 1.Import all data to one place 2.Modify, Scrub, and Update or Create new data 4.Export back into source in one go! Enhance Productivity and Accuracy SmartClient for Salesforce Office 365 Excel is a task pane app that works in Microsoft Office 365 and Excel 2013 Version of Windows. SmartClient enables you to download, insert, delete and update data in Salesforce right within Excel.

Import and Export Data with Ease and Efficiency 1.Automate Data Imports, Updates, and Exports 2.Identify and Resolve Errors Systematically 3.Create Templates, Apply Filters 4.Use the template repository to store search/insert criteria 5.Re-use templates for recurring data manipulation functions SmartClient Features

Technology and Support Powered by Celigo Integrator™ The Celigo Integrator™ is a robust, REST-based integration middleware that integrates business processes and data flows between SaaS applications. Connect to up to 10 Salesforce organizations Write simple to complex SOQL queries Supports Parent-Child Salesforce Objects

Walk-through of the system Login to Office 365 and open an Excel Spreadsheet. You can also open through OneDrive

Locate SmartClient in the Microsoft Store 1.Go to ‘Insert > Office Add-ins’ and locate the SmartClient App in the Microsoft marketplace. 2. Click ‘Trust it’ to open the SmartClient Task Pane App.

Task Pane App is installed 1.The SmartClient Task Pane App is installed in the Spreadsheet.

Template Creation and Selection 1.The first screen that is visible is the Template window. 2.A Template is a collection of Objects and Fields grouped to create a date set. 3.When you download a data set, you can save it as a Template.

Settings The Settings section enables you to view all templates and get to the Data Operations window. You can set up whether to download all results at once or download incrementally. You can also set up the system to prompt you the cell positions to load the template. Switch between Salesforce Accounts

Template Creation 1.Select the Object 2.Select the Fields 3.Provide a Name and Save the Template 123

Template Creation 1.The Template is saved and is displayed in the list. 2.Hover over the template name and click to load the template. 3.Options to edit and delete are also visible. 4.Confirm the cell position where the template needs to be loaded.

Binding Area and Data Operations Menu 1.The Templates is loaded successfully. 2.The ‘binding area’ separates the work space from the rest of the spreadsheet. 3.The Data Operations menu is also visible. 4.Options to filter the downloads are available. Binding area Data Operations Menu

Salesforce Row IDs and Error Column 1.All downloaded tables are accompanied by two additional columns: Salesforce IDs: Column indicates unique Salesforce IDs for each row Errors: Column indicating errors in the rows Errors Column Salesforce IDs

Expanding the binding area/table 1.Add Rows to expand the binding area

Add Rules and Filter Download Data 1.Create Filters by adding Rules. 2.Select Object, Field, Operator, and Value to Save the Filter Rule. 3.You can also add multiple rules. 4.You can edit filters to modify your download requirements.

Download Data 1.The data is downloaded into the template. 2.Data can be modified, new data can be inserted. 3.Once done, the data is updated.

Update Data (Insert / Update) 1.Once modified, data is updated by clicking Update. 2.Update all rows by selecting the Checkbox or update selected rows only.

Color Coding 1.The updated rows are indicated in green color

Delete Data 1.Deleted rows are indicated by strikethrough in grey background. 2.Select checkbox to delete All Rows or just select the rows to delete.

Refresh Table 1.Refresh updates the selected data back into Salesforce 2.Refresh purges the data out of the table and syncs with Salesforce records

Error Handling 1.Errors are indicated in red color. 2.In this example, a blank record was updated (to Salesforce) and hence the error.

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