Keep your Salesforce reports up to date in Excel by periodically refreshing the report data and any pivot tables you have created. When Salesforce disables TLS 1.0, we’re ending support for Connect for Office.
When Salesforce disables TLS 1.0
, we’re ending support for Connect for Office. This change means that there’s no guarantee that Connect for Office can establish a connection between Salesforce and Microsoft® Word or Excel. Even if sales reps can establish a connection, Salesforce no longer provides support or maintenance when there’s an issue.
After logging into Salesforce, select any of the following options from the Salesforce Ribbon tab (or toolbar in Office 2003 and earlier):
- Refresh Existing Reports... - Allows you to choose which reports you want to update in Excel.
- From the list of reports you have imported, select the reports to update.
- Optionally, select Update Pivot Tables to update any pivot tables you have created in Excel for the selected reports. The Refresh All Reports menu choice does this automatically.
- Click Refresh Selected to update the report data.
To remove reports from this list, select the report names and click Delete Selected. The reports are not removed from your Excel worksheet or from Salesforce, only from the list of reports available for refreshing.
- Refresh All Reports - Refreshes all of the reports that you have imported into your Excel file, including the pivot tables referenced by those reports.
- If you write a formula, select an entire column rather than a range of cells, because the number of rows in your report may change when you refresh the report data. For example, use =Sum(Sheet2!E:E) to sum column E rather than =Sum(Sheet2!E1:E200).
- If you use the VLOOKUP and HLOOKUP functions in Excel to join data across different cell ranges, these functions may make report record IDs, which are 15-character alphanumeric IDs, case-sensitive. Make sure to use the correct case when identifying report records. See the Microsoft Excel help for more information.