docs.sheetjs.com/docz/docs/03-demos/04-cloud/01-salesforce.md

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Salesforce apps can use third-party libraries in "Lightning Web Components".

This demo assumes familiarity with Lightning Web Components. Salesforce has a detailed introduction.

:::caution

Some of the details may differ across releases of Salesforce. This demo is based on Lightning API version 55.0 and was last tested on 2022 June 26.

Salesforce may change the platform in backwards-incompatible ways, so the demo may require some adjustments. The official documentation should be consulted.

:::

Getting Started

This demo was built on a "Developer Edition" account. At the time of writing, an account can be created for free.

Create Sample Project and Component

Following the steps in "Develop in Non-Scratch Orgs":

## Login
sfdx force:auth:web:login -d -a LWC-Hub

## Create Sample Project and Component
sfdx force:project:create --projectname SheetForce
cd SheetForce
sfdx force:lightning:component:create --type lwc -n sheetComponent -d force-app/main/default/lwc

By default, the component will not be available to app pages. A few files must be changed:

force-app\main\default\lwc\sheetComponent\sheetComponent.html add some HTML:

<template>
  <!-- highlight-next-line -->
  <b>SheetForce demo</b>
</template>

force-app\main\default\lwc\sheetComponent\sheetComponent.js-meta.xml change isExposed from false to true and add some metadata:

<?xml version="1.0" encoding="UTF-8"?>
<LightningComponentBundle xmlns="http://soap.sforce.com/2006/04/metadata">
  <apiVersion>55.0</apiVersion>
  <!-- highlight-start -->
  <isExposed>true</isExposed>
  <masterLabel>SheetForce</masterLabel>
  <description>SheetJS Demo</description>
  <targets>
    <target>lightning__AppPage</target>
  </targets>
  <!-- highlight-end -->
</LightningComponentBundle>

Deploy Sample Project

Deploy the project:

sfdx force:source:deploy -p force-app -u SALESFORCE@USER.NAME # replace with actual username

The custom component can be found in Custom Code > Lightning Components.

Initialize App Page

Create an "App Page" in the "Lightning App Builder". Instructions are included in Hello World in a Scratch Org

The following options should be set:

• The "App Page" option should be selected.
• The App Label should be set to "SheetJS Demo".
• The "One Region" layout should be selected.

Under Custom components, you should see "SheetForce". Click and drag it into the app builder main view to add it to the page.

Click "Save" and click "Yes" to activate. The following options should be set:

• Click "Change..." next to "Icon" and pick a memorable icon
• Under "Lightning Experience" click "LightningBolt" then "Add page to app"

Click "Save" to activate the page, then click the left arrow to return to Setup.

Click the App Launcher and select "Bolt Solutions" then "SheetJS Demo". You should see a page like

Adding the Standalone Script

The standalone script can be downloaded and added as a static resource. Due to Salesforce naming restrictions, it will have to be renamed to sheetjs.js when adding the static resource.

1. Download https://cdn.sheetjs.com/xlsx-latest/package/dist/xlsx.full.min.js

:::warning

DO NOT "COPY AND PASTE"! The file should be explicitly downloaded. Copying and pasting corrupts the source code and the component will fail in subtle ways.

The easiest approach is to right-click the link and select "Save Link As..."

:::

2. Move the file to the force-app/main/default/staticresources/ folder and rename the file to sheetjs.js.

3. Create force-app/main/default/staticresources/sheetjs.resource-meta.xml:

<?xml version="1.0" encoding="UTF-8"?>
<StaticResource xmlns="http://soap.sforce.com/2006/04/metadata">
  <cacheControl>Private</cacheControl>
  <contentType>application/javascript</contentType>
</StaticResource>

4. Deploy the project again:

sfdx force:source:deploy -p force-app -u SALESFORCE@USER.NAME # replace with actual username

:::note

The official documentation recommends adding a static resource with a ZIP file. That approach is not explored in this demo.

:::

Custom Code > Static Resources should now list sheetjs:

Test the Static Resource

The script can be loaded from component code with:

import XLSX from '@salesforce/resourceUrl/sheetjs';

The library includes a version number that can be displayed:

1. Add a reference in sheetComponent.js and expose the version property:

import { LightningElement } from 'lwc';
import { loadScript } from 'lightning/platformResourceLoader';
// highlight-next-line
import sheetjs from '@salesforce/resourceUrl/sheetjs';

export default class SheetComponent extends LightningElement {
  version = "???"; // start with ???
  async connectedCallback() {
    // highlight-next-line
    await loadScript(this, sheetjs); // load the library
    // At this point, the library is accessible with the `XLSX` variable
    this.version = XLSX.version;
  }
}

2. Reference the variable in sheetComponent.html:

<template>
  <!-- highlight-next-line -->
  <b>SheetForce {version}</b>
</template>

3. Deploy the project again and re-load the Bolt Solutions "SheetJS Demo" page:

Exporting Data from SF Lists

:::note

There are many different data types and APIs. This demo uses the deprecated getListUi function to pull account data.

:::

Steps

Getting Account Data

The main method to obtain data is getListUi and the key for account data is ACCOUNT_OBJECT:

import { getListUi } from 'lightning/uiListApi';
import ACCOUNT_OBJECT from '@salesforce/schema/Account';

// ...

export default class SheetComponent extends LightningElement {
  @wire(getListUi, {
    objectApiName: ACCOUNT_OBJECT.objectApiName,
    listViewApiName: 'AllAccounts'
  }) listInfo({ error, data }) {

    // LIST DATA AVAILABLE HERE

  };
  // ...
}

Generating an Array of Arrays

SheetJS most reliably translates "arrays of arrays", a nested array which directly maps to individual cell addresses. For example:

var data = [
  ["Name",      "Phone"],           // row 1
  ["Foo Bar",   "(555) 555-5555"],  // row 2
  ["Baz Qux",   "(555) 555-5556"]   // row 3
];

The APIs typically return nested objects, so the array must be constructed.

Salesforce Representation (click to show)

The data parameter in the callback has a deep structure. Typically one would set a property in the component and display data in a template:

  // ...
  // declare records variable in the component
  records;
  @wire(getListUi, {
    objectApiName: ACCOUNT_OBJECT.objectApiName,
    listViewApiName: 'AllAccounts'
  }) listInfo({ error, data }) {
    if (data) {
      // data.records.records is the array of interest
      this.records = data.records.records;
      this.error = undefined;
    }
  }
  // ...

The template itself would iterate across the records:

<template>
  <template if:true={records}>
    <table>
      <tr><th>Name</th><th>Phone</th></tr>
      <template for:each={records} for:item="record">
        <tr key={record.fields.Id.value}>
          <td>{record.fields.Name.value}</td>
          <td>{record.fields.Phone.value}</td>
        </tr>
      </template>
    </table>
  </template>
</template>

A suitable SheetJS array of arrays can be constructed by mapping across records:

      var headers = [ "Name", "Phone" ];
      this.aoa = [headers].concat(data.records.records.map(record => [
        record.fields.Name.value,  // Name field
        record.fields.Phone.value, // Phone field
      ]));

This is readily exported to a spreadsheet in a callback function:

  @api async download() {
    await loadScript(this, sheetjs); // load the library
    // create workbook
    var wb = XLSX.utils.book_new();
    var ws = XLSX.utils.aoa_to_sheet(this.aoa);
    XLSX.utils.book_append_sheet(wb, ws, "Data");
    // export
    XLSX.writeFile(wb, "SheetForceExport.xlsx");
  };

Complete Example

1. Add a button to sheetComponent.html that will call a download callback:

<template>
  <!-- if the `aoa` property is set, show a button -->
  <template if:true={aoa}>
    <button onclick={download}><b>Click to Export!</b></button>
  </template>
  <!-- if the `aoa` property is not set, show a message -->
  <template if:false={aoa}><b>Please wait for data to load ...</b></template>
</template>

2. Replace sheetComponent.js with the following:

import { LightningElement, wire, api } from 'lwc';
import { loadScript } from 'lightning/platformResourceLoader';
import { getListUi } from 'lightning/uiListApi';
import ACCOUNT_OBJECT from '@salesforce/schema/Account';

import sheetjs from '@salesforce/resourceUrl/sheetjs';

export default class SheetComponent extends LightningElement {
  aoa; // will hold data for export
  @wire(getListUi, {
    objectApiName: ACCOUNT_OBJECT.objectApiName,
    listViewApiName: 'AllAccounts'
  }) listInfo({ error, data }) {
    if (data) {
      var headers = [ "Name", "Phone" ];
      // create AOA and assign to `aoa` property
      this.aoa = [headers].concat(data.records.records.map(record => [
        record.fields.Name.value,  // Name field
        record.fields.Phone.value, // Phone field
      ]));
    } else if (error) console.log(error);
  };
  @api async download() {
    await loadScript(this, sheetjs); // load the library
    // create workbook
    var wb = XLSX.utils.book_new();
    var ws = XLSX.utils.aoa_to_sheet(this.aoa);
    XLSX.utils.book_append_sheet(wb, ws, "Data");
    // export
    XLSX.writeFile(wb, "SheetForceExport.xlsx");
  };
}

3. Re-deploy and refresh the app page:

The simple export has all of the data:

:::note

SheetJS Pro offers additional styling options like cell styling, automatic column width calculations, and frozen rows.

:::