UPDATE: Unfortunately, the workaround in my original post no longer seems to works. Salesforce.com no longer supports Connect for Office – Excel.
Toggle
 

Click here to get it

There is a new, better Salesforce.com plugin for Excel!

Written by a third-party developer, Enabler for Excel, in my opinion, is leaps and bounds better than the Salesforce designed Connect for Office. It works with Excel 2007, 2010, and 2013. It also works with both 32-bit and 64-bit versions of Excel. It's free for the time being and it has a 5-star review on the Salesforce.com App Exchange. I highly recommend this tool for importing data and reports into Excel, especially if you need to the data to be available on demand.

Click here to get it

 

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 is an easy, five-minute work around for to Install Salesforce Connect for Office in Excel 2010, 32 bit with Windows 7 32 or 64 bit. Unfortunately, 64 bit Excel does not work.

 

Step 1. Download the Files

[box type=”download”]
Click here to download the files

[/box]

Step 2. Unzip the files and Install the file name ‘SForce Office Toolkit.MSI’

 

Step 3. Show Hidden Folders

  • Right-click the Windows Logo button and choose Open Windows Explorer.
  • Click Organize and choose Folder and Search Options.
  • Click the View tab, select Show hidden files and folders and then clear the checkbox for Hide protected system operating files.
  • Click Yes on the warning and then click OK.

windows-7-folder-options

Step 4. Move the two Excel add-in files (‘SFDC.xla’ & ‘SFDC12.xlam’) into the following directory

C: Users\[User Name]\AppData\Roaming\Microsoft\AddIns

*UserName will be your name on your your computer

 

Step 5. Activate the Excel add-in files

  • Click the File tab, click Options, and then click the Add-Ins category.
  • In the Manage box, click Excel Add-ins, and then click Go. The Add-Ins dialog box appears.
  • In the Add-Ins available box, select the check box next to the add-in that you want to activate, and then click OK.

Enable the add-ins

 

You are done! Feel free to comment below or email me with questions.