When creating a data filter with CloudExtend Excel for Salesforce a SOQL statement is populated at the bottom of the add-in. Advanced users can further enhance their CRITERIA by modifying the WHERE portion of the SOQL statement. Note that the user must still use our template builder to map the columns from Excel to Salesforce (if you add more columns to the Select Statement they will not appear in the table).

As the area to enter your SOQL statement is constrained by the size of the add-in you may wish to create your SOQL statement in an external editor and then paste it in the add-in.

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