One way to do this is to have a public property in the apex (e.g. MyExcelFile), and have your form trigger an apex:actionFunction to rerender a hidden component whose content is {!MyExcelFile} + run your parsing logic (https://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/pages_quick_start_display_field_values.htm) (https://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/pages_compref_actionFunction.htm)
Full Answer
How to get data from Salesforce to excel?
To get data from Salesforce to Excel through Excel original interface is a perfect solution for users of Microsoft Office Professional Edition. Unlike data loaders, in this case the data are displayed directly in the Excel UI, you do not need to use intermediate CSV files.
How do I import data into Salesforce from a CSV file?
Salesforce provides ready to use tools to do so. In order to import data within Salesforce from an external CSV (comma separated value) file, you need to know the Salesforce object (equivalent of a table in a RDMS but much more than that..) and fields on the object (equivalent to columns of a table) to which you intend to push this data to.
What makes XL- connector the best for Salesforce reporting?
The ability to seamlessly pull Salesforce data into spreadsheets is what defines XL-Connector the best. You can choose between pulling an existing Salesforce Report into Excel, or building your own SOQL query directly in Excel. I chose to go with an existing Salesforce Opportunities report.
How do I connect MS Office to Salesforce?
Most versions of MS Office require you to install Force.com Office Toolkit and then install Excel Connector XLA. Excel and any other MS Office tool like Access or PowerPoint, use an ODBC Driver to access Salesforce, and for that driver to work, you will need to get API access enabled on your Salesforce account.
Can we read Excel file in Apex Salesforce?
First Salesforce does not read the excel file into apex. To overcome for this either we can covert excel file to CSV and import csv file using below code. And We can import data using data loader But sometime there is requirement when end users do not want to use Apex Data loader.
How do I generate excel in Salesforce?
Go to the Reports tab and open the report you want to export.Click the Edit drop-down menu on the right side of your Salesforce report and select Export.Select the format for export Salesforce report to Excel. Formatted Report is available for export only as XLSX Excel file.
What is Excel parser?
Excel Parser is typically used for complex tables of information with many columns as found in budgets. This is an alternative to using the Advanced Data Table custom field which can be laborious to fill in and complicated to set up. It is also used to create activities such as budget items or project milestones.
How do I read data from Excel in Salesforce?
Connect to Salesforce from ExcelOpen MS Excel, go to Data -> Get Data -> From Other Sources and click on From ODBC.Choose the Salesforce Data source that you have configured in the previous section.Click on OK, you should now see authentication window as below. ... You should now see the list of tables as shown below.More items...
How do I extract data from Salesforce?
Export DataOpen the Data Loader.Click Export. ... Enter your Salesforce username and password, and click Log in.When you're logged in, click Next. ... Choose an object. ... Select the CSV file to export the data to. ... Click Next.Create a SOQL query for the data export.More items...
How do I extract reports in Salesforce?
From Reports, next to the report you want to export, click. | Export.Choose an Export View. ... If exporting as Details Only, select Excel Format . ... Click Export.If prompted by a browser dialog, select a location and save the file.
How do I parse an Excel file?
Click the “Data” tab in the ribbon, then look in the "Data Tools" group and click "Text to Columns." The "Convert Text to Columns Wizard" will appear. In step 1 of the wizard, choose “Delimited” > Click [Next]. A delimiter is the symbol or space which separates the data you wish to split.
How do I extract data from an Excel table based on criteria?
On the Excel Ribbon's Data tab, click the Advanced button. In the Advanced Filter dialog box, choose 'Copy to another location'. For the List range, select the column(s) from which you want to extract the unique values. Leave the Criteria Range blank.
How do you delimit in Excel?
Delimiting Data In Excel, click on “Text to Columns” in the “Data” tab of the Excel ribbon. A dialogue box will pop up that says “Convert Text to Columns Wizard”. Select the “Delimited” option. Now choose the delimiting character to split the values in the column.
Can you import data from Excel into Salesforce?
You can import data from ACT!, Outlook, and any program that can save data in comma-delimited text format (. csv), such as Excel or GoldMine.
How do I read a csv file in Salesforce?
Method 1: Salesforce Data Import Using Dataloader.io ToolStep 1: Install Dataloader.io from Salesforce AppExchange.Step 2: Create an Import Task.Step 3: Select your Connection, Operation, and Object.Step 4: Upload your File.Step 5: Define the Mapping of your Fields.Step 6: Schedule Daily Updates and Email Notifications.More items...•
How do I install Excel Connector in Salesforce?
Install the Excel Connector for Force.com in Microsoft Excel 2010Download the Salesforce Office Toolkit 4.0.Open the zip file and run the installer.Open the zip file and copy the sforce_connect. ... Open Excel 2010, go to File > Options > Add-Ins and click on the Go button near the bottom of the window.More items...•
Features
XL-Connector’s main objective is to ensure that you can securely export, import, and automatically refresh Salesforce data using an Excel user experience.
Use Cases
Xappex is keen on ensuring that the XL-Connector will offer a productivity boost to any user while they’re completing the day-to-day tasks.
Impact
As we said in the opening: you can take users out of Excel, but you can’t take the love for excel out of some users. Salesforce may not be intuitive for those users who have spent their work-lives using Excel, which will negatively impact user adoption, and ultimately, lead to Salesforce failing your organization. It’s a vicious cycle.
Setup
From downloading and installing the XL-Connector locally on your machine, to accessing all the functionality, will take no longer than a few minutes of your time.
Pricing
In terms of pricing, the first thing to highlight is some functionality is available for free: the ability to pull unlimited reports and queries from Salesforce locally.
Summary
With so many features to make use of constantly, XL-Connector as well as G-Connector have tremendous potential to become a one-stop-shop for managing Salesforce.com data for both users and admins.
How to import Salesforce data into Excel?
To import Salesforce data into Excel, you can use the Salesforce Excel connector. Step 1: Open Excel and go to the Data Tab → New query → From Other sources. Step 2: Next, select → Salesforce objects → choose one option from Production or Custom → enter your Salesforce credentials, if asked for. You will have 2 options here.
Does Force.com require Excel Connector XLA?
Most versions of MS-Office require you to install Force.com Office Toolkit, and then install Excel Connector XLA. Excel and any other MS-Office tool like Access or PowerPoint, use an ODBC Driver to access Salesforce, and for that driver to work, you will need to get API access enabled on your Salesforce account.
How to export data from Excel?
To export data, open a blank Excel workbook, click on the Data tab, then Get Data → From Online Services → From Salesforce Objects. In the opened window, select between connecting to Production or Custom environment and sign in to Salesforce.
What is Salesforce 2020?
Salesforce is a multifunctional and highly customizable CRM platform, which is used by millions of users to manage complex business processes and boost the productivity of sales, customer service, marketing teams, etc. Microsoft Excel is a spreadsheet program, which is so familiar and comfortable for many users worldwide, ...
Is Excel a spreadsheet?
Microsoft Excel is a spreadsheet program, which is so familiar and comfortable for many users worldwide, and there are situations when it is much better and easier to work with data in the Excel worksheets rather than in the native UI of a cloud app.
Is Salesforce a universal data loader?
This way of getting Salesforce data is a universal one and can be equally profitable for individuals and companies. With simple interface of data loaders, you need minimum configuration and less efforts. Salesforce data loaders support different types of operations and mass update of data.
Can you change the data in Salesforce?
to filter something, add some column, etc. However, this applies only to the data being loaded to Excel. The data in Salesforce will not be changed anyhow.
Can you export data from Salesforce to Excel?
To export data using data loaders is the first and most standard way. Using these tools, you can export data from Salesforce to Excel as CSV files, make changes to these files in Excel and import changed CSV files back to Salesforce. You can find many of such data loaders on the Internet, and many of them have free versions.
