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- Of course you can only use this if you have the APIs enabled (from Professional Edition, if you pay, up to Enterprise, Developer and Ultimate).
- Beware of security. DO NOT LOG INTO EXCEL AS AN ADMINISTRATOR! All of your data is then visible in Excel by anyone who opens up your PC. Use an Integration account that specifically only has read only access to the data you need it to have access to.
- The user remains logged in when you close excel, so it is logged in next time you open excel.
- Attachment object is not supported.
- Of course, this is one of my biggest issues - it keeps people reliant on Excel rather than trusting and using the data in Salesforce.
- You can't use Matrix Reports.
- Oh No! You can't log into Salesforce from Excel Power Query into a Partner Community - it's a stupid limitation in Excel Power Query where it requires Salesforce in the URL rather than just force.com (I was only testing it on a sandbox - hopefully it would be OK in Prod). And yes, the user has use API access.
Next Steps
Please comment below as to how far you have taken Power Query.
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