Articles

How to Format Phone Numbers for Salesforce using Excel, easily.

Don’t want to read all about how to do this? No problem. Just download the spreadsheet with the custom user functions already embedded and get right to work! All you’ll have to do is paste in the bad phone numbers and copy the clean results.

The Problem:
When reciving a client’s data during a Salesforce migration, […]

Login to a Salesforce Environment with only one click

Embed your username and password using the format below.

 
Once you’ve created the link, you can login to your Salesforce.com org just by clicking it. This trick is really handy to have around. The only use cases I have for this shortcut is logging into a  Salesforce developer environment with dummy data. That said, it’s fairly helpful to […]

How to Install Salesforce Connect for Office in Excel 2010

 

 
Original Post

When I made the switch from Excel 2007 to Excel 2010, I noticed that “Connect for Office” add-on designed by Salesforce.com was no longer working. I had a lot of Excel based reports that used this tool and I was no longer able to refresh the Salesforce tables that supported my reports. Below […]

How to Strip HTML Tags in Excel using VBA

Strip HTML Tags easily using Excel
Don’t want to read all about how to do this? No problem. Just download the spreadsheet with the custom user function already embedded and get right to work!

 

UPDATE: December, 2015: Uploaded a new version that is now Mac Compatible

 
The Problem:
When receiving a client’s data during a Salesforce migration, I […]

3 ways to Convert Excel Dates & Times for Salesforce

When loading data into Salesforce, I always use both a ‘Working File’ that is in Excel format as well as CSV files to load. Excel, as my default CSV editor, loves to convert Salesforce friendly dates (ex. 2013-01-01) to Excel’s default (1/1/2001) when I open and edit the CSV files. Below are three ways […]

Force Quit Excel using a Windows Batch File!

Working with hundreds if thousands of records can bring Excel to a screeching halt, especially when a spreadsheet is burdened with complex formulas. Whenever I don’t care about the possibility of recovering data, I force quit Excel using a desktop batch file rather than pressing ‘CTRL+ALT+DELETE’ and waiting on the blue […]