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john8407john8407 

Import Excel File to Opportunity Related Object from Opportunity

We have a product config where users can select products from product table but can also manually enter a product and it creates a line item in another object.  Anyone know of a way to open an excel file from the opportunity and allow the user to imput info on the excel file and import it to the object? This would be sales users so couldnt be using the data loader or excel connector.

seahorceseahorce

I have a similar requirement for a Sales user to take an Excel quote form that has multiple rows and columns like Quantity, Sales Price, and Description that they want to just import into Salesforce and have it create the OpportunityLineItems from there.  Any ideas how to accomplish that?

john8407john8407

Seahorce... I think you explained what I'm looking for better than I did.

 

Anyone know how to do this? Any help would be greatly appreciated.