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Excel Upload
Extract values from an Excel sheet to record fields while uploading
- Business Need
- Data Management
A Lightning Component that allows you to upload an Excel File to a record (e.g., Account, Opportunity, Custom Object), extracts certain cells (e.g., A1) from it, and sets them as field values in the record detail (e.g., Opportunity.Amount).
Highlights
Extract/parse values from a complex excel into a Salesforce record, while uploading the Excel sheet as an attachment to the record
Build you regular Salesforce processes (e.g., approvals) on the record and reduce the e-mailing around those Excel files
Combine the flexibility of Excel sheets with well-structured Salesforce processes
Provider Details
Salesforce Labs
San Francisco, CA, USA
Founded
1999
Salesforce Labs is a program that lets salesforce.com engineers, professional services staff & other employees share AppExchange apps they've created with the customer community. Inspired by employees' work with customers of all sizes and industries, these apps range from simple utilities to entire vertical solutions. Salesforce Labs apps are free to use, but are not official salesforce.com products, and should be considered community projects - these apps are not officially tested or documented. For help on any Salesforce Labs app please consult the Salesforce message boards - salesforce.com support is not available for these applications. Questions? Please visit https://success.salesforce.com/answers.
Pricing Details
Free
You can fully use this solution without payment.