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Transfer Data from Excel to Salesforce Chatter

This article explains how to transfer data from Excel to Salesforce Chatter using the Excel Add-In for Salesforce Chatter.

The CData Excel Add-In for Salesforce Chatter enables you to edit and save Salesforce Chatter data directly from Excel. This article explains how to transfer data from Excel to Salesforce Chatter. This technique is useful if you want to work on Salesforce Chatter data in Excel and update changes, or if you have a whole spreadsheet you want to import into Salesforce Chatter. In this example, you will use the Users table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Salesforce Chatter connection by clicking From Salesforce Chatter on the ribbon.

Salesforce Chatter uses OAuth 2.0 authentication. To authenticate to Salesforce Chatter via OAuth 2.0, you will need to obtain the OAuthClientId, OAuthClientSecret, and CallbackURL by registering an app with Salesforce Chatter.

Retrieve Data from Salesforce Chatter

To insert data into Salesforce Chatter, you will first need to retrieve data from the Salesforce Chatter table you want to add to. This links the Excel spreadsheet to the Salesforce Chatter table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From Salesforce Chatter button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the Users table.
  3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
  4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Salesforce Chatter

After retrieving data, you can add data from an existing spreadsheet in Excel.

  1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MyUsersSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to Salesforce Chatter, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Users sheet.
  3. Highlight the rows you want to insert and click the Insert Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.