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Transfer Data from Excel to Salesforce Einstein

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

The CData Excel Add-In for Salesforce Einstein enables you to edit and save Salesforce Einstein data directly from Excel. This article explains how to transfer data from Excel to Salesforce Einstein. This technique is useful if you want to work on Salesforce Einstein data in Excel and update changes, or if you have a whole spreadsheet you want to import into Salesforce Einstein. In this example, you will use the Dataset_Opportunity 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 Einstein connection by clicking From Salesforce Einstein on the ribbon.

Salesforce Einstein Analytics uses the OAuth 2 authentication standard. You will need to obtain the OAuthClientId and OAuthClientSecret by registering an app with Salesforce Einstein Analytics.

See the Getting Started section of the CData data provider documentation for an authentication guide.

Retrieve Data from Salesforce Einstein

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

  1. Click the From Salesforce Einstein button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the Dataset_Opportunity 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 Einstein

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, =MyDataset_OpportunitySheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to Salesforce Einstein, 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 Dataset_Opportunity 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.