Welcome to Studio for Salesforce
Getting started
System requirements
Setting up Winshuttle for Salesforce
Winshuttle for Salesforce options
How Winshuttle for Salesforce works with Salesforce
Salesforce terms and how they map to Winshuttle for Salesforce
Feature availability
Create
Map the object fields in Excel
Run: Upload new records from Excel to Salesforce
Update
Map the object fields for the update
Run: Upload mapped update data from Excel to Salesforce
Upsert
Add an external ID field, Studio for Salesforce
Log in to Winshuttle for Salesforce and choose the object for the upsert
Map the object fields for the upsert
Run: Upload mapped upsert data from Excel to Salesforce
Query
Map the object fields for the query
Run: Download mapped object data from Salesforce to Excel
Partial download
Master-Detail scripts
Master Detail: Download data
Master Detail: Post data
Upload unlinked data for multiple objects
Runner
Runner: Upload new records to Salesforce
Runner: Run an Update or Upsert script to change or add records in Salesforce
Runner: Download data from Salesforce
Use the Excel Add-in for Winshuttle for Salesforce
More...
Use cell-based mapping
Use the Bulk Upload API
Publish a script as a web service
Create a custom list of values
Look Up
Add a condition
Attachments
View script properties and other information
Schedule a run
View run logs and details
Run a script from the command line
Use macros to run a script
All Files
Home
Product Help
Support
Print
Feedback
You are here:
More info
More info
Studio for Salesforce provides more commands and features to streamline your work.
Home
Product Help
Support
Print
Feedback
Back to top
Trademarks