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Excel Upload

Extract values from an Excel sheet to record fields while uploading

Overview

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).

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See How Excel Upload Works

  • 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

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.

Categories

Business Needs
Data Management
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

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