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prateekarya1989 Frequent Visitor
Frequent Visitor

Unable to see Salesforce Option in Excel 2016

Hi All, I am using Microsoft Office Standard 2016. I want to use PowerQuery option for fetching data from Salesforce to excel but I am unable to see 'Salesforce' option under 'Get & Transform'. Let me know what is required to configure at my end.

 

Regards,

Prateek Arya

4 REPLIES 4
Community Support Team
Community Support Team

Re: Unable to see Salesforce Option in Excel 2016

Hi @prateekarya1989,

 

Have you installed Salesforce Extension? From this blog, we can know that after installing the latest version of Power Query and the Salesforce extension, users see two new sources in the From Other Sources ribbon menu. Based on my test, in Excel 2016, the Salesforce Option is under New Query > From Online Services > From Salesforce..

1.PNG

 

Based on my research, the default setting for Office 2016 is to use TLS 1.0 which has at this point been disabled in most Salesforce Orgs. If you still cannot see this option, please refer to below links to troubleshoot:

64 bit Excel Power Query, Office 2016

The service returned an invalid token. Please contact your IT administrator if this issue persists

 

Besides, your current issue is more related to Salesforce connector and Excel tool, I would suggest you post your question in Salesforce forum and Office forum so that you can get more professional advice.

 

Best regards,
Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
prateekarya1989 Frequent Visitor
Frequent Visitor

Re: Unable to see Salesforce Option in Excel 2016

HI, Can you please share the direct link of the extension as I am unable to find it.

 

Also, I have one doubt.

 

I am using Office Standard 2016. Is that available in same or I need to upgrade to Professional 2016 office.

 

Regards,

Prateek Arya

Community Support Team
Community Support Team

Re: Unable to see Salesforce Option in Excel 2016

Hi @prateekarya1989,

 

As this the forum supports Power BI, please post your questions in Saleforce or Excel so that you can get more help. Thanks for your understanding.

 

Regards,
Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
iamsaanvi Frequent Visitor
Frequent Visitor

Re: Unable to see Salesforce Option in Excel 2016