ABSYZ ABSYZ

  • Home

    Welcome to ABSYZ

  • About us

    Who We Are

  • Our Expertise

    What We Do

  • Our Approach

    How We Do It

  • Products

    What We Made

  • Industries

    Who We Do It For

  • Clients

    Whom We Did It For.

  • Article & Blogs

    What Experts Think

  • Careers

    Join The Team

  • Get In Touch

    Let’s Get Started

ABSYZ

Connect Salesforce with Microsoft office

Home / Article & Blogs / Salesforce / Microsoft Office / Connect Salesforce with Microsoft office

Connect Salesforce with Microsoft office

By Aquib Javed inMicrosoft Office, Salesforce

So, I was looking through the Microsoft store where i saw Salesforce App for Outlook, which got me curious about what else can be done through the office add ins.

So below is just a demo  app I developed for exporting opportunity records in Salesforce to Microsoft Excel.

Addin 1

Step 1:

Go to Napa cloud app (you can use Visual Studio too for this but Napa being an in browser IDE is easier to use) and login through your Microsoft email id (if you don’t have one create one) , and select Content Add-in for Office , give a meaningful name to your project and then click create

Step 2:

You will notice three files (home.js, home.html , home.css) already present in your project directory with some sample code written in it.

First we will add some styling to our page so go ahead and open home.css and paste the below code there

[sourcecode language=”css”]
/* Page-specific styling */
.option {
padding: 6px;
border-top: 1px dotted #CCC;
cursor: pointer;
}

.option:last-child {
border-bottom: 1px dotted #CCC;
}

.option:hover {
background-color: #DFEEF9;
}

.option.active {
background-color: #BFDDF2
}

[/sourcecode]

Step 3:

Now we will look into the layout of the page ,open home.html  and locate                                  <div class=”padding”> element in it , delete everything present in it and then paste the below code

[sourcecode language=”html”]
<p>Please select the opportunity stage(s) you want to export:</p>
<div>
<div class=”option”>Prospecting</div>
<div class=”option”>Qualification</div>
<div class=”option”>Needs Analysis</div>
<div class=”option”>Value Proposition</div>
<div class=”option”>Id. Decision Makers</div>
<div class=”option”>Perception Analysis</div>
<div class=”option”>Proposal/Price Quote</div>
<div class=”option”>Negotiation/Review</div>
<div class=”option”>Closed Won</div>
<div class=”option”>Closed Lost</div>
</div>
<br/>
<button id=”btnExport”>Export to Excel</button>
[/sourcecode]

And after doing that add a script reference just after office.js script reference

[sourcecode language=”javascript”]
<script src=”https://o365workshop.azurewebsites.net/scripts/sfproxy.js” type=”text/javascript”></script>
[/sourcecode]

Step 4:

Now open home.js in your project directory and then paste the script attached below in the document

home.js

Step 5:

Click on run project button on your left toolbar and then select some of the stage types and then click on export to excel button .

Congratulations, you are done with your first Salesforce addin for Microsoft excel

 

 

Data Export
34
Like this post
4 Posts
Aquib Javed

Search Posts

Archives

Categories

Recent posts

Top 5 Factors to evaluate before choosing a Salesforce Integrator

Top 5 Factors to evaluate before choosing a Salesforce Integrator

Significance of UI/UX Design

Significance of UI/UX Design

Cyber-security in an uncertain world

Cyber-security in an uncertain world

The world of AR and VR

The world of AR and VR

The in-and-out of ML

The in-and-out of ML

  • Previous PostUsing Custom Metadata Type in Salesforce
  • Next PostRoll-up Summary without a Master Detail Relationship

Related Posts

REST API call from Einstein Analytics Dashboard
Apex REST Salesforce Salesforce Einstein Wave Analytics

REST API call from Einstein Analytics Dashboard

Create/Update Salesforce Picklist definitions using metadata API
Integration Metadata API Salesforce

Create/Update Salesforce Picklist definitions using metadata API

Leave a Reply (Cancel reply)

Your email address will not be published. Required fields are marked *

*
*

ABSYZ Logo
  • Home
  • About us
  • Article & Blogs
  • Careers
  • Get In Touch
  • Our Expertise
  • Our Approach
  • Products
  • Industries
  • Clients
  • White Papers

ABSYZ Software Consulting Pvt. Ltd.
USA: 49197 Wixom Tech Dr, Wixom, MI 48393, USA
M: +1.415.364.8055

India: 6th Floor, SS Techpark, PSR Prime, DLF Cyber City, Gachibowli, Hyderabad, Telangana – 500032
M: +91 79979 66174

Copyright ©2020 Absyz Inc. All Rights Reserved.

youngsoft
Copy