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Excel Power Query is amazing, and powerful, and a fabulous tool for anyone serious about getting data in or out of Salesforce. 

Unfortunately if you use a OSx you are out of luck. Try installing windows in a VM just to get Power Query goodness. 

I will go through a few scenarios with examples and screen shots of how to use Power Query simply. 

There is so much you can do with Power Query, and it's related product Power BI, but I am only scratching the surface.

Download

Power Query is a free download from Microsoft for Office 2010 and 2013 running on Windows 7 plus. I am running Office 2010 on Windows 7 64 bit at the moment and it is working great. 

Download it here https://www.microsoft.com/en-au/download/details.aspx?id=39379

Import

Here's the scenario. (This is a real scenario, but I'm using sample data to protect the innocent). 

I have a heap of data I need to import into Salesforce, and it is coming from another horrible database that has no data validation and has suffered years of neglect. The current situation is that they need to import the data into Salesforce on a weekly basis and import ALL the data because their database has no way of exporting just the new or updated records (I know, right??!?!?).

 

 

Export

 

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