You might expect that creating an Excel file in Salesforce would be easy — perhaps even supported natively. But as with many things in the life of a Salesforce consultant, it’s often not that simple. In general, you have three options for exporting Excel files: Do it in the frontend Do it in the backend (Apex) Do it ou>sforce altogether When to Use the Frontend Approach The frontend (JavaScript-based) method is ideal when: You don’t need to store the file in Salesforce You want to avoid hitting Apex CPU or heap size limits You want an easy, lightweight solution All you need is a JavaScript file with a library like ExcelJS uploaded as a static resource. It’s straightforward, efficient, and avoids unnecessary backend processing. When to Use the Backend Approach If you need to store the file in Salesforce, generate it on a schedule, or integrate with server-side logic , then Apex is your go-to. Here's a good example using Apex and ZIP-based Excel file reading: Sal...
Solutions, implementation tips, benchmarks and news from the world of Salesforce especially focused on technical side of things.