Salesforce features and how they work in Studio for Salesforce

Studio for Salesforce makes it easier to access some features, so you can upload or download data more quickly.

Master objects and detail objects

Master objects and detail objects in Salesforce:

Master objects and detail objects in Studio for Salesforce are on separate tabs in the same workbook:

When you are running a query, you can download data for multiple objects to the same sheet.

Look up values

Lookup and picklist (list of values) in Salesforce:

After you click the magnifying glass icon, you can search Salesforce.com for values for that field:

Look Up in Studio for Salesforce shows a tab for each reference object in the script, so you can add all the look-up data for the record:

List of Values in Studio for Salesforce:

Creating new records

Create new records in Salesforce:

Create new records in Studio for Salesforce:

Editing records

Edit records in Salesforce:

Edit records in Studio for Salesforce:

Notes & Attachments

Notes and attachments in Salesforce:

Attachments in Studio for Salesforce:

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