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FMSales sControl Excel file and Office integration
I have a big pivot table that I developed using the Office edition Excel integration. I want to distribute the table as an sControl via a web tab so that users all access the same file instead of individual versions on each machine. I have the web tab working to display the table and allow users to interact with it, but I can't update the Salesforce data. From within the web tab the external data toolbar is available, but I don't seem to be able to log in to the office edition api so the refresh data action fails. Any one have ideas on how I might work this out?
I'm a neophyte in the programming world, but wanted to make an excel spreadsheet available to users as you described: a link on the opportunity page that allows salespeople to do a quick calculation before they add pricing data... Any ideas how I would do that? I'm sure it's easy, I just have no idea... Thanks in advance for your ideas!!