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Nikhil Tripathi 13 Add products through excel user requirement
Hi Team,
We have a requirement of adding products through excel on opportunity.
Right now we have a functionality of add products on opportunity where users selects products from the product list provided.
But now the user wants to add it from excel straight away.
Any help will be highly appreciated ?
We have a requirement of adding products through excel on opportunity.
Right now we have a functionality of add products on opportunity where users selects products from the product list provided.
But now the user wants to add it from excel straight away.
Any help will be highly appreciated ?
On the Tools menu, click Share Workbook, and then click the Editing tab. Click to select the Allow changes by more than one user at the same time check box, and then click OK.
https://www.fragomenconnect.com/
If you are planning to use Data Import Wizard , it wont work as Data import wizard is supported for limited standard objects, and products is not one of them.
So you should Try using Data loader tool to do so.
You can refer this video to do so -> https://www.youtube.com/watch?v=VFuyGCwvqxA
Hope it helps !
Thank you.