Insert / Edit Table
This option will enable you to add a Table to your Excel sheet, in order to display multiple Salesforce records.
The steps for adding a table are:
1- Select Worksheet: Choose the sheet from a dropdown containing the sheets available.
2- Worksheet name: Specify a different name for the chosen sheet.
3- Enter start range/End range: Shows the cell range in the sheet, where the field will be inserted.
4- Select object: Choose a Salesforce object - from where you would like to read the data.
For example: Account.
5- Comment: Give this object a comment, so you will be able to identify the action.
For example: amy.
6- Table name:
7- Number of columns: specify the number of columns you wish to have in the table. The default number is 4.
8- Remove empty table: Turn on this checkbox if you want the table no to appear when data is not found and it is empty.
9- Name: Give your column a name, that will be displayed in the column header.
* Tip - if you choose a field before specifying a name, the "Selected field" will also be set in the "Name".
10- Select field: Select a field that belongs to the object you choose
For example: Account name.
11- Field format: Each field you use has its own default format, so you can press on the ‘Format’ button to change it.
The field format window contains the following:
- 'Select predefined format' dropdown
12- Conditional render: This option opens a window and allows you to set a condition and set a different value in the column when the condition is met and also when it is not.
Watch the video
Enjoy!