Quick Start Guide 

This document explains the basic operations for users who use VyNDEX for the first time.

Introduction

VyNDEX is an add-in tool for Excel that enables batch updating (adding, changing, and deleting) of Salesforce data using the familiar Excel spreadsheet interface.
"Objects" and "Fields" in VyNDEX refer to the following respectively:

(A) Objects
Tabs listed on the Salesforce screen.
(B) Fields
Fields displayed on the record details screen.

Logging in to Salesforce

  1. Click Log In.
    The Log In to Salesforce dialog appears.
  2. Enter Username and Password.
    To log in to the Sandbox environment, select Connect to Sandbox.
  3. Click the Log In button.

Fetching Data From Salesforce

Selecting an Object

  1. Click Select Object.
    The Select Salesforce Object dialog appears.
  2. Select an object for which you want to retrieve data. You can filter objects by entering a string for the object name in the filter field .
  3. In the Select Salesforce Object dialog, click the OK button.
    The Field Editor dialog appears. For details of how to operate, see "Adding a Field."

Adding a Field

  1. Click Field Editor.
    The Field Editor dialog appears.
  2. Click the Add drop-down button.
  3. Select how to add fields from the drop-down list, and then select a field for which you want to retrieve data.
    • Add from Object
      Select fields in the object and add the selected ones. You can filter fields by entering a string for the field name in the filter field .

    • Add from View
      Add all the fields displayed in the record list screen (list view) of Salesforce at a time. Select a list view name from the View drop-down list.

    • Add from Layout
      Add all the fields displayed in the record details screen of Salesforce at a time.

  4. Click the OK button in the Field Editor dialog.
Point

The order of fields in Field Editor is reflected to that of columns in Excel. You can change this order by using the arrow icons on the right of the Field Editor screen.

Filtering Records to Retrieve

  1. Click Field Editor.
    The Field Editor dialog appears.
  2. Select the owner of records to retrieve by using the check box.
    • On
      My records
    • Off
      All records
  3. Click the Search button.
  4. Select how to specify search conditions from the drop-down list.
    The Search Conditions (String) dialog appears.
  5. Specify search conditions, and click the OK button.
Point

By saving the Excel book, you can retain the settings information (target objects, display fields, search conditions, and so on) used for fetching data from Salesforce. Even if you copy the saved book, you can use the retained settings information also in the copied book.

Updating Data in Salesforce

Modifying Data (Editing Directly)

  1. Modify the data fetched into the Excel sheet.
    The color of the modified cell turns blue.
  2. Click Push.
    The confirmation dialog appears showing the number of records to be updated.
  3. Click the Yes button.

Modifying Data (List Field (Reference Field))

  1. Click Select from List.
    A list appears.
  2. Select a value from the list, and click the OK button.
    The color of the modified cell turns blue.
  3. Click Push.
    The confirmation dialog appears showing the number of records to be updated.
  4. Click the Yes button.

Adding a Record (Creating a New Row)

  1. Select a row number into which you want to add a record.
  2. Select Insert from the right-click menu.
    A new row is inserted.
  3. Enter new record information.
    To enter in a list field (reference field), click Select from List to select a value.
  4. Click Push.
    The confirmation dialog appears showing the number of records to be updated.
  5. Click the Yes button.
Point

You can also add a record by entering data in the bottom row.

Deleting a Record

  1. Select a row number into which you want to delete a record.
  2. Click the Delete Record button.
    The dialog appears indicating that the selected rows are marked for deletion.
  3. Click the Yes button.
    The color of the selected records turns gray, which is the mark for deletion.
  4. Click Push.
    The confirmation dialog appears showing the number of records to be deleted.
  5. Click the Yes button.



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