forked from sheetjs/docs.sheetjs.com
378 lines
10 KiB
Markdown
378 lines
10 KiB
Markdown
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---
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sidebar_position: 6
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---
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# Salesforce LWC
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Salesforce apps can use third-party libraries in "Lightning Web Components".
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This demo assumes familiarity with Lightning Web Components. Salesforce has a
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[detailed introduction.](https://developer.salesforce.com/docs/component-library/documentation/en/lwc/lwc.get_started_introduction)
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:::caution
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Some of the details may differ across releases of Salesforce. This demo is based
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on Lightning API version `55.0` and was last tested on 2022 June 26.
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Salesforce may change the platform in backwards-incompatible ways, so the demo
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may require some adjustments. The official documentation should be consulted.
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:::
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## Getting Started
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This demo was built on a "Developer Edition" account. At the time of writing, an
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[account can be created for free.](https://developer.salesforce.com/signup)
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### Create Sample Project and Component
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Following the steps in ["Develop in Non-Scratch Orgs"](https://developer.salesforce.com/docs/component-library/documentation/en/lwc/lwc.get_started_sfdx_deploy):
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```bash
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## Login
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sfdx force:auth:web:login -d -a LWC-Hub
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## Create Sample Project and Component
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sfdx force:project:create --projectname SheetForce
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cd SheetForce
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sfdx force:lightning:component:create --type lwc -n sheetComponent -d force-app/main/default/lwc
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```
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By default, the component will not be available to app pages. A few files must
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be changed:
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`force-app\main\default\lwc\sheetComponent\sheetComponent.html` add some HTML:
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```html force-app\main\default\lwc\sheetComponent\sheetComponent.html
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<template>
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<!-- highlight-next-line -->
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<b>SheetForce demo</b>
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</template>
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```
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`force-app\main\default\lwc\sheetComponent\sheetComponent.js-meta.xml` change
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`isExposed` from `false` to `true` and add some metadata:
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```xml
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<?xml version="1.0" encoding="UTF-8"?>
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<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">
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<apiVersion>55.0</apiVersion>
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<!-- highlight-start -->
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<isExposed>true</isExposed>
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<masterLabel>SheetForce</masterLabel>
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<description>SheetJS Demo</description>
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<targets>
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<target>lightning__AppPage</target>
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</targets>
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<!-- highlight-end -->
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</LightningComponentBundle>
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```
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### Deploy Sample Project
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Deploy the project:
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```bash
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sfdx force:source:deploy -p force-app -u SALESFORCE@USER.NAME # replace with actual username
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```
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The custom component can be found in Custom Code > Lightning Components.
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![Custom Component](pathname:///files/sfcustcomp.png)
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### Initialize App Page
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Create an "App Page" in the "Lightning App Builder". Instructions are included
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in [Hello World in a Scratch Org](https://developer.salesforce.com/docs/component-library/documentation/en/lwc/lwc.get_started_sfdx_hello_world)
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The following options should be set:
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- The "App Page" option should be selected.
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- The App Label should be set to "SheetJS Demo".
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- The "One Region" layout should be selected.
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Under Custom components, you should see "SheetForce". Click and drag it into
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the app builder main view to add it to the page.
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Click "Save" and click "Yes" to activate. The following options should be set:
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- Click "Change..." next to "Icon" and pick a memorable icon
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- Under "Lightning Experience" click "LightningBolt" then "Add page to app"
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Click "Save" to activate the page, then click the left arrow to return to Setup.
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Click the App Launcher and select "Bolt Solutions" then "SheetJS Demo". You
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should see a page like
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![SheetForce Demo](pathname:///files/sfinitial.png)
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## Adding the Standalone Script
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The [standalone script](../../installation/standalone) can be downloaded and
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added as a static resource. Due to Salesforce naming restrictions, it will have
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to be renamed to `sheetjs.js` when adding the static resource.
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1) Download <https://cdn.sheetjs.com/xlsx-latest/package/dist/xlsx.full.min.js>
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:::warning
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**DO NOT "COPY AND PASTE"!** The file should be explicitly downloaded. Copying
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and pasting corrupts the source code and the component will fail in subtle ways.
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The easiest approach is to right-click the link and select "Save Link As..."
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:::
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2) Move the file to the `force-app/main/default/staticresources/` folder and
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rename the file to `sheetjs.js`.
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3) Create `force-app/main/default/staticresources/sheetjs.resource-meta.xml`:
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```xml
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<?xml version="1.0" encoding="UTF-8"?>
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<StaticResource xmlns="http://soap.sforce.com/2006/04/metadata">
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<cacheControl>Private</cacheControl>
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<contentType>application/javascript</contentType>
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</StaticResource>
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```
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4) Deploy the project again:
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```bash
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sfdx force:source:deploy -p force-app -u SALESFORCE@USER.NAME # replace with actual username
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```
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:::note
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The official documentation recommends adding a static resource with a ZIP file.
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That approach is not explored in this demo.
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:::
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Custom Code > Static Resources should now list `sheetjs`:
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![Static Resources](pathname:///files/sfstatic.png)
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### Test the Static Resource
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The script can be loaded from component code with:
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```js
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import XLSX from '@salesforce/resourceUrl/sheetjs';
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```
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The library includes a version number that can be displayed:
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1) Add a reference in `sheetComponent.js` and expose the `version` property:
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```js
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import { LightningElement } from 'lwc';
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import { loadScript } from 'lightning/platformResourceLoader';
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// highlight-next-line
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import sheetjs from '@salesforce/resourceUrl/sheetjs';
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export default class SheetComponent extends LightningElement {
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version = "???"; // start with ???
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async connectedCallback() {
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// highlight-next-line
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await loadScript(this, sheetjs); // load the library
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// At this point, the library is accessible with the `XLSX` variable
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this.version = XLSX.version;
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}
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}
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```
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2) Reference the variable in `sheetComponent.html`:
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```html
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<template>
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<!-- highlight-next-line -->
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<b>SheetForce {version}</b>
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</template>
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```
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3) Deploy the project again and re-load the Bolt Solutions "SheetJS Demo" page:
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![Version number](pathname:///files/sfversion.png)
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## Exporting Data from SF Lists
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:::note
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There are many different data types and APIs. This demo uses the deprecated
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`getListUi` function to pull account data.
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:::
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### Steps
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#### Getting Account Data
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The main method to obtain data is `getListUi` and the key for account data is
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`ACCOUNT_OBJECT`:
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```js
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import { getListUi } from 'lightning/uiListApi';
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import ACCOUNT_OBJECT from '@salesforce/schema/Account';
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// ...
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export default class SheetComponent extends LightningElement {
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@wire(getListUi, {
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objectApiName: ACCOUNT_OBJECT.objectApiName,
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listViewApiName: 'AllAccounts'
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}) listInfo({ error, data }) {
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// LIST DATA AVAILABLE HERE
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};
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// ...
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}
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```
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#### Generating an Array of Arrays
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SheetJS most reliably translates "arrays of arrays", a nested array which
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directly maps to individual cell addresses. For example:
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```js
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var data = [
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["Name", "Phone"], // row 1
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["Foo Bar", "(555) 555-5555"], // row 2
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["Baz Qux", "(555) 555-5556"] // row 3
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];
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```
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The APIs typically return nested objects, so the array must be constructed.
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<details><summary><b>Salesforce Representation</b> (click to show)</summary>
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The `data` parameter in the callback has a deep structure. Typically one would
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set a property in the component and display data in a template:
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```js
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// ...
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// declare records variable in the component
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records;
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@wire(getListUi, {
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objectApiName: ACCOUNT_OBJECT.objectApiName,
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listViewApiName: 'AllAccounts'
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}) listInfo({ error, data }) {
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if (data) {
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// data.records.records is the array of interest
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this.records = data.records.records;
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this.error = undefined;
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}
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}
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// ...
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```
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The template itself would iterate across the records:
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```html
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<template>
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<template if:true={records}>
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<table>
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<tr><th>Name</th><th>Phone</th></tr>
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<template for:each={records} for:item="record">
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<tr key={record.fields.Id.value}>
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<td>{record.fields.Name.value}</td>
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<td>{record.fields.Phone.value}</td>
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</tr>
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</template>
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</table>
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</template>
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</template>
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```
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</details>
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A suitable SheetJS array of arrays can be constructed by mapping across records:
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```js
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var headers = [ "Name", "Phone" ];
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this.aoa = [headers].concat(data.records.records.map(record => [
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record.fields.Name.value, // Name field
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record.fields.Phone.value, // Phone field
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]));
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```
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This is readily exported to a spreadsheet in a callback function:
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```js
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@api async download() {
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await loadScript(this, sheetjs); // load the library
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// create workbook
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var wb = XLSX.utils.book_new();
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var ws = XLSX.utils.aoa_to_sheet(this.aoa);
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XLSX.utils.book_append_sheet(wb, ws, "Data");
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// export
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XLSX.writeFile(wb, "SheetForceExport.xlsx");
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};
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```
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### Complete Example
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1) Add a button to `sheetComponent.html` that will call a `download` callback:
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```html
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<template>
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<!-- if the `aoa` property is set, show a button -->
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<template if:true={aoa}>
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<button onclick={download}><b>Click to Export!</b></button>
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</template>
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<!-- if the `aoa` property is not set, show a message -->
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<template if:false={aoa}><b>Please wait for data to load ...</b></template>
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</template>
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```
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2) Replace `sheetComponent.js` with the following:
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```js
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import { LightningElement, wire, api } from 'lwc';
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import { loadScript } from 'lightning/platformResourceLoader';
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import { getListUi } from 'lightning/uiListApi';
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import ACCOUNT_OBJECT from '@salesforce/schema/Account';
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import sheetjs from '@salesforce/resourceUrl/sheetjs';
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export default class SheetComponent extends LightningElement {
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aoa; // will hold data for export
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@wire(getListUi, {
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objectApiName: ACCOUNT_OBJECT.objectApiName,
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listViewApiName: 'AllAccounts'
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}) listInfo({ error, data }) {
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if (data) {
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var headers = [ "Name", "Phone" ];
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// create AOA and assign to `aoa` property
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this.aoa = [headers].concat(data.records.records.map(record => [
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record.fields.Name.value, // Name field
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record.fields.Phone.value, // Phone field
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]));
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} else if (error) console.log(error);
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};
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@api async download() {
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await loadScript(this, sheetjs); // load the library
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// create workbook
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var wb = XLSX.utils.book_new();
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var ws = XLSX.utils.aoa_to_sheet(this.aoa);
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XLSX.utils.book_append_sheet(wb, ws, "Data");
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// export
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XLSX.writeFile(wb, "SheetForceExport.xlsx");
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};
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}
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```
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3) Re-deploy and refresh the app page:
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![SF Export Button](pathname:///files/sfexport.png)
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The simple export has all of the data:
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![Excel Export](pathname:///files/sfxlexport.png)
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:::note
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[SheetJS Pro](https://sheetjs.com/pro) offers additional styling options like
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cell styling, automatic column width calculations, and frozen rows.
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:::
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