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Excel Upload

By Salesforce Labs

Extract values from an Excel sheet to record fields while uploading

Free  

Never requires payment

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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).

Compatibility

Salesforce Editions
Enterprise
Unlimited
Force.com
Developer

App Details

Version
Excel Upload/Spring 2020 1.2.0
Listed On
05/22/2020
Latest Release
01/09/2023
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.2.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/17/2020

Additional Details

Use this component when you need to extract/parse values from an Excel File. It has been used mainly in approval processes, where users submit a complex Excel sheet as attachment to the to be approved record and certain header or otherwise important values should be taken over from that Excel Sheet. Cells are specified in Excel format 'A1' or 'SheetName!A1' (without quotes). The component requires to use absolute addressing. If you need to extract a value that may move around in the Excel Sheet (e.g., a column sum that moves done when rows are added), the best solution is to add a new sheet (e.g., 'SalesforceUpload') und use relative addressing in Excel to put the value into a fixed cell (e.g., 'A1') on this sheet. Limitations: The component currently only maps cells to the current record, it cannot create/update child records of a related list or update fields in parent records. It is limited to 10 cells / record fields.

Need help?

Salesforce Labs

San Francisco, CA, USA

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