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RAJIVRGRAJIVRG 

Need Help-Requirements for Bulk loading Opportunities for Partner Users:

Need Help-Requirements for Bulk loading Opportunities for Partner Users:

Partners need the ability to bulk upload (Insert and Update) Salesforce.com opportunities via an existing CSV/Excel template.  There are 1800 partners which will use this functionality.  The system needs to allow users to browse for an Excel/CSV sheet on their computer and select the file. Upon select the file will be available to load. Successfully loaded opportunities to be visible under my opportunities.  The CSV template will have one row which has data for Account, Contact and Opportunity.

Cannot use Leads, Data Loader, Import or XL connector as these needs to be exposed to end users..

mm123mm123

Hi,

 

We are interested to discuss this opportunity, i have responded to your yahoo email address.

 

Regards,

MV

nj.tech@hotmail.com
SatgurSatgur

Hi Rajiv,

 

We do have an option of writing a Windows based utility which can be run easily from the desktop of end user (presume windows based machines).

 

This utility is nothing but a .NET based Salesforce Client Application using SFDC Web Services APIs. The utility will read the data (in pre-defined format) from the files on user's machine & then invokes SF APIs to pass the data into Salesforce.

 

This way the end user does not need to be bothered with logging into Salesforce manually, specifying field level mappings etc. All they have to do is ensure .CSV has the data in pre-defined format and just start the .NET utility which will have a simple UI for them to browse and select FOLDER or file and then utility scans the file, reads the data and calls SF APIs internally to push them in Salesforce.  

 

 

Regards

Satgur