How to embed excel into C4C?
Dear C4C Community,
We are trying to enable a scenario leveraging C4C where a sales rep is working closely with R&D to design a new product. To do this, they are using several excel sheets today as part of the business process.
Some of their excel sheets could be replaced by introducing new tab(s) in the C4C Opportunity.
But some other excel sheets are too complex as there are extensive calculations involved. If the result of R&D costing is favorable, then the opportunity can go forward.
So the best would be that a field in the excel sheet be populated in C4C to trigger workflow or notification or field “GO / NOGO” to be populated based on the result of the cost / profitability calculation.
Please provide any ideas to enable this scenario including potentially embedding the xls file into C4C?
Question filed on behalf of @Isabelle GAGNAIRE
This is a great custom integration scenario with excel. There is nothing out of box for these usecases, so you will need to use the C4C platform to realize this.
Here are some C4C platform capabilities
1. C4C custom objects allow you to "output" the business object data into different templates such as adobe, word, excel, etc.... In the C4C oppty you could create a C4C custom object to dump out some basic oppty data as well as specific project data. Once this data is captured, you can then output the data to excel.
Also C4C standard and custom objects have oData apis. You can use these oData apis to pull data out of C4C into excel using the Excel oData import tool. herehas an example
2. C4C apis allow you to write back data from excel into C4C. This requires some excel VBA development to implement an excel macro to call the C4C apis to take the excel data and send it back to specific objects/fields in C4C. Here is a how to for that Just like you can use SOAP to push data into C4C, you could use oData to push data into C4C as well.