Excel Merge

This package enables two distinct functions: 1. Upload and attach one or several Excel spreadsheets to any object in Salesforce. Then populate that Excel spreadsheet with record-level data and download it from the record level of any object using a Classic layout button, Lightning Action, a VisualForce page, or a Lightning component. If any spreadsheet cell has {{Field_Name}} in it – it will be populated with the value of the corresponding field on the record you are downloading the spreadsheet from. The spreadsheet can also be populated with child object related lists and parent record field values.

2. You'll be able to link any custom or standard object in Salesforce to an Excel workbook stored in Sharepoint and launch mass data operations (e.g. pull a report, run an SOQL query, insert Contact records) and Excel calculations with a single click of a button on the record Lightning Page.