Startup Idea: Automated CSV File Editor for Salesforce Import
I am an administrative assistant in the construction industry. The company I work for is small (12 people) and in my role I do many different things, particularly computer and tech-related work. One daily task I have is to distribute leads to our salesmen.
The leads we buy from one source are given to us via a customer portal on the vendor's website, where I log in to download a .CSV file containing the lead information. We use Salesforce to manage our leads, so every day I have to download that .CSV file, edit it so that is compatible with Salesforce's lead import wizard, then import and distribute leads.
I have to edit the document for things like separating first/last names into separate columns, removing irrelevant information, adding necessary information, and correcting typing mistakes.
This task takes me less than 5 minutes on average to complete, since I do it every day and the keystrokes are committed to my muscle memory, but it is tedious and I wish that there were a faster way to make the .CSV file Salesforce-compatible than to manually go through and make the same edits every time I have to import leads. An ideal way to accomplish this would be to make a one-click solution that edits a document based on user-generated instructions. Ideally this could be a Microsoft Excel plugin.
The application/plugin would be a visually-comprehensive GUI that allows the user to demonstrate the steps they want it to perform on a document when they run it. So, for example, I would run the application/plugin, open the document I want to edit, perform the editing steps, then the application/plugin would save the steps as instructions to execute on command next time a document of the same format is loaded.
I imagine this can be accomplished similarly by creating a Macro in Excel, but I'm not quite skilled enough to do that.