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Use the Excel Add-in for Studio for Salesforce

Run a script to upload new records to Salesforce

Open a blank workbook in Excel, and then click the Winshuttle for Salesforce tab.

  1. Click Logon to Winshuttle.
  2. Click Open Script, and click Browse for Script File to locate a script.
  3. Click the Logon button to log on to Salesforce, and then click Web Login or Client Login and enter your credentials. For more information, see the Three ways to log in to Salesforce section below.
  4. Click Write Headers to add the column headings.

    Tip: To use an existing data sheet, open the data sheet, and then open the script that is associated with the data sheet. The column headings are already in the file.

    Type a single quotation mark (‘) before values that start with 0, such as a ZIP/Postal codes.

  5. Enter the data for the records that you want to update. Salesforce has tools that can help:
    • If a column heading includes List of Values, click List of Values on the ribbon and then choose a value.
    • If a column heading includes Look Up, click Lookup on the ribbon, type text in the Search box to look for the values, click Search, select the value or values that you want, and then click Copy to Selected Row. The % character is a wildcard character.
  6. Confirm or enter the values for Start Row, End Row (0 means all rows that contain information), Log Column, and ID Column.
  7. Click Save on the Quick Access Toolbar, and save the data file.
  8. Click Data Validation.

    Studio for Salesforce validates the data and returns a message for each record in the Data Validation column.

  9. Click Run, and then click one of the following:
    • Run Specified Range
    • Run Validated Rows
    • Run Error Rows Only

Run a script to update or upsert records

When you update a record, you need to include the ID for each record.

  1. Click Condition, apply criteria, and then click Instant Query to retrieve the IDs and the data you want to change for records that are already in the system.

    For more information on conditions, see Create a Query script to pull data from Salesforce.

  2. Enter the data changes or the data for new records (if you are using Upsert). Studio for Salesforce has tools that can help:
    • If a column heading includes List of Values, click List of Values on the ribbon and then choose a value.
    • If a column heading includes Look Up, click Look Up on the ribbon, type text in the Search box to look for the values, select the value or values that you want, and then click Copy to Selected Row. The % character is a wildcard character.
  3. Confirm or enter the values for Start Row, End Row (0 means all rows that contain information), Log Column, and ID Column.
  4. Click Save on the Quick Access Toolbar, and save the data file.
  5. Click Data Validation.

    Studio for Salesforce validates the data and returns a message for each record in the Data Validation column.

  6. Click Run, and then click one of the following:
    • Run Specified Range
    • Run Validated Rows
    • Run Error Rows Only

Run a script to download data

  1. Confirm or enter the values for Start Row, End Row (0 means all rows that contain information), Log Column, and ID Column.
  2. Click Save on the Quick Access Toolbar, and save the data file.
  3. Click Condition and confirm, change, or add an If condition.
  4. Click Run, and then click one of the following:
    • Run Specified Range
    • Partial Download

      You can use Partial Download if you are using an existing data sheet that already contains data from another Salesforce system. For more information, see Partial download.

Three ways to log in to Salesforce

Studio for Salesforce offers three ways to log in: Web Login, Autologon, and Credentials. For Web Login, you do not need to provide a security token.

If you need to schedule a task, click the Client Login tab and log in using a stored autologon name, or click Credentials and set up a new autologon name.

Web login

  1. Click the Web Login tab.
  2. Click Read Session Data.
  3. In the Environment list, click Production, Sandbox, or Custom.

    Studio for Salesforce provides the URL for the production or test environment. If you choose Custom, type the URL for the custom environment.

  4. Click Go.
  5. Type your user name and password and then click Log in to Salesforce.
  6. Click Login or Okay.

Use Auto Logon credentials

To log in with stored credentials, click the credentials you that you want to use, and then click the OK button or the Login button.

Note: If you want to change your password or security token, click Edit, make the changes, and then click the Login button.

Log in with credentials

If you do not have auto logon credentials stored in Studio for Salesforce, do the following:

  1. Click Credentials, and type your email address, Salesforce password, and security token.
  2. For the Login URL, choose an environment.
  3. Check the Autologon Name box, and type a name for the auto logon credentials.

View information

At any time, you can see logon information or information about the script. Do any of the following:

  • Click the arrow below your user name to view Winshuttle Logon information.
  • Click the arrow below the name of the open script to view information or to open a different script.
  • Click the arrow below Logon to see the information about the Salesforce connection or to log off from Salesforce.