1. Install Connect for OfficeWhen Salesforce disables TLS 1.0, we’re ending support for Connect for Office.
2. Log Into Connect for OfficeYou need to log in to Salesforce before you can request data from your Salesforce reports. When Salesforce disables TLS 1.0, we’re ending support for Connect for Office.
3. Import Reports Into Excel with Connect for OfficeImport your custom or standard Salesforcereports into Excel so you can further analyze the data using Excel’s formulas,charts, and pivot tables. When Salesforce disables TLS 1.0, we’re ending support for Connect for Office.
4. Refresh and Update Data with Connect for OfficeKeep your Salesforce reports up to date in Excel by periodically refreshing the report data and any pivot tables you have created. When Salesforce disables TLS 1.0, we’re ending support for Connect for Office.