SFPEG EXCEL Components

Introduction

This package contains a set of LWC components primarily dedicated to the import and export of Salesforce records from / to Microsoft Excel spreadsheets directly from the Lightning UX.

It leverages the opensource SheetJs Javascript library to convert Excel spreadsheet data into/from JSON record arrays and adds a SLDS compliant UX layer to easily perform simple import/export operations.

These components were built as contributions/examples for former & ongoing Advisory assignments by Pierre-Emmanuel Gros.

Package Content

sfpegExcelLoaderCmp Data Importer

This component enables to easily:

• select, upload and parse an Excel spreadsheet (.xlsx extensions)
• select one of its tab and trigger the import of the contained rows

There is an implicit mapping done by setting the Field API Names of the configured target Object as column headers in the Excel spreadsheet.

Multiple options and controls are available for administrators:

• insert vs upsert mode
• automatic RecordType mapping via DeveloperNames
• automatic Lookup valuation via External IDs
• possible limitation of the max. number of rows and of the allowed fields
• possible automatic valuation of a lookup field with the current page record ID

sfpegExcelGeneratorCmp Data Exporter

🚧 Planned for near future 🚧

Technical Details

Each component is available for deployment in a dedicated folder (within force-app/main) containing all the dependencies (Apex classes, custom labels, static resource, permission sets...) required to deploy and use it.

The actual SheetJs Javascript library version used is the community mini version addressing only .xlsx files. You may see which version number is used by activating the debug checkbox on the component and change the version by modifying the content of sfpegSheetJs static resource content used by the components.