Challenge Overview
Note - The submissions will be reviewed by client, there will be no appeals or appeals response
Project Overview
Welcome to this challenge to update our tool to be able to copy data from Excel files and paste it into Salesforce with ease! The goal of this modify our existing tool to copy and paste multiple rows of data from Excel into Salesforce.com while setting some static values for each record that is created in Salesforce.
The existing tool is inspired by a jquery tool already exists that may serve as a great starting point for this contest here: http://handsontable.com/ - Please note that we ran a similar challenge few years back on Topcoder and the winning submission from that challenge is provided in forums. This challenge is focused on ensuring that the tool works with the provided sample excel in the forums.
Challenge Overview
Key Requirements
1. The solution should be very user friendly and is intended as a time saver and an alternative to manual rekeying of data or using data loader tools. Users are accustomed to managing and manipulating their data in offline spreadsheets and providing ease of use will be key to user adoption
2. Test in all browsers - latest version of Chrome, Safari, FF and MS Edge
Detailed Requirements
1. As a user, I can click on a Quick Entry button that brings up a page supporting the following flow:
2.1 Fields: See the provided Excel
2.2 These field values will persist for every row that is pasted
3. I can then copy and paste a number of rows up to a certain number (eg, 25) from an offline Excel spreadsheet into an grid or import wizard (assuming the copied cells have the same number of columns as the grid I am pasting into)
4. I can view the copied values prior to saving and make corrections
5. I can click Save to commit the values as custom object records.
6. Salesforce will create individual records with the fields populated for the columns from the Excel spreadsheet
IMPORTANT
A) Ensure that it works with provided sample excel spreadsheet in forums
B) You must demonstrate that the tool works in both Classic and Lightning modes. The tool must be appropriately styled with SLDS for Lightning interface or re-written to run using Lightning Components.
C) Make sure to upgrade the tool to latest API version
D) Make sure to update test classes and coverage as needed
Submission Guidelines
1. Provide an SRC package as well as unmanaged package.
2. Provide a detailed document of your solution including details for installation and setup. Provide any details about governor limits or any other limitations to your solution.
3. Provide a simple video of you solution in action. If English is not your first language feel free to annotate your video with text.
4. Not required: Provide access to your dev org. If the package does not install due to missing dependencies or conflicts in the judges org, access to your org may be helpful. If you do provide this you should also install the ‘Enable All Trusted IP Ranges for a Salesforce Org’ by Ray Dehler. This will prevent the judge for asking you the activation code.
5. Provide 95% test coverage for your solution