With the present salesforce addin for Office, it allows you to save a spreadsheet directly to your "documents" folder on salesforce. I was wondering if there was a way to alter it such that it allows you to save directly to a specific opportunity in salesforce. We are attempting to save our excel quotes directly to the opportunity as an attachment.
I need what I hope will be a simple sControl. On the Opportunity page we have a set of Ownership text fields: Owner First Name Owner Last Name Owner Address Owner City Owner State Owner Zip Code Owner Phone Number
When the user clicks the proposed new sControl on the View page, we need the Owner information added as a new Contact and then added a new record is also added as a OpportunityContactRole with the role of 'Owner'.
If interested please send me your contact information, rate, experience, availability, estimated time to completion, questions, and/or suggestions to:
