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Peter Reid 12 Excel to Salesforce
Hi everyone, is it possible through Apex or visualforce for the following scenario?
User attaches an excel doc to a case record. The values in the excel doc will populate specific case fields. (The column headers will match the case fields). Salesforce Classic, not lightning.
Thanks for any advice on best way to handle!
User attaches an excel doc to a case record. The values in the excel doc will populate specific case fields. (The column headers will match the case fields). Salesforce Classic, not lightning.
Thanks for any advice on best way to handle!
Yes you could achieve it by if users attaching a .csv file. You need to develop a trigger on Attachment and then reading attachment body and parsing it and mapping to case object field.
Read This:
https://iwritecrappycode.wordpress.com/2011/12/01/salesforce-apex-csv-parsing-to-sobject/
Thanks
Shashikant