Assist_Design/docs/integrations/salesforce/sim-inventory-import.md

SIM Inventory CSV Import - Screen Flow Setup

This guide provides the Apex class and Screen Flow configuration to enable employees to import Physical SIM data via CSV file upload.

Simplified for Physical SIM imports only - no header row expected.

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Overview

The solution consists of:

1. Apex Invocable Class - Parses CSV and creates SIM_Inventory__c records
2. Screen Flow - Simple UI with just file upload and results display

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Step 1: Deploy the Apex Classes

Copy the Apex classes from:

• docs/integrations/salesforce/apex/SIMInventoryImporter.cls
• docs/integrations/salesforce/apex/SIMInventoryImporterTest.cls

Deploy Steps:

1. Go to Setup → Apex Classes → New
2. Paste the content of SIMInventoryImporter.cls → Save
3. Create another class, paste SIMInventoryImporterTest.cls → Save
4. Run tests to verify (Setup → Apex Test Execution)

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Step 2: Create the Screen Flow

Flow Configuration

1. Go to Setup → Flows → New Flow
2. Select Screen Flow
3. Click Create

Flow Elements

Element 1: Screen - File Upload

Screen Properties:

• Label: Upload Physical SIM CSV
• API Name: Upload_SIM_CSV

Components on Screen:

1. Display Text (Header)

   • API Name: Header_Text
   • Content:

   # Import Physical SIM Inventory
   
   Upload a CSV file containing Physical SIM data.
   
   **Expected format (no header row):**
   `Row,Phone_Number,PT_Number,OEM_ID,Batch_Date,,,,,`
   
   **Example:**
   `1,02000002470001,PT0220024700010,PASI,20251229,,,,`
   

2. File Upload

   • API Name: CSV_File_Upload
   • Label: Select CSV File
   • Allow Multiple Files: No
   • Accept: .csv
   • Required: Yes

Element 2: Action - Call Apex Importer

Action Properties:

• Category: Apex
• Action: Import SIM Inventory from CSV

Input Values:

• contentDocumentId → {!CSV_File_Upload} (the file upload component returns the ContentDocumentId)

Store Output:

• Create variables to store the output:
  • ImportResult_Success (Boolean)
  • ImportResult_RecordsCreated (Number)
  • ImportResult_RecordsFailed (Number)
  • ImportResult_ErrorMessages (Text)
  • ImportResult_SummaryMessage (Text)

Element 3: Screen - Results

Screen Properties:

• Label: Import Results
• API Name: Import_Results

Components:

1. Display Text (Success Message)

   • API Name: Success_Message
   • Visibility: Show when {!ImportResult_Success} Equals true
   • Content:

   ✅ **Import Successful**
   
   **Records Created:** {!ImportResult_RecordsCreated}
   
   {!ImportResult_SummaryMessage}
   

2. Display Text (Error Details)

   • API Name: Error_Details
   • Visibility: Show when {!ImportResult_RecordsFailed} Greater than 0
   • Content:

   ⚠️ **Some records had issues:**
   
   {!ImportResult_ErrorMessages}
   

3. Display Text (Failure Message)

   • API Name: Failure_Message
   • Visibility: Show when {!ImportResult_Success} Equals false
   • Content:

   ❌ **Import Failed**
   
   {!ImportResult_ErrorMessages}
   

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Step 3: Flow Diagram (Simplified)

┌─────────────────────────┐
│   Start                 │
└───────────┬─────────────┘
            │
            ▼
┌─────────────────────────┐
│  Screen: Upload CSV     │
│  - File Upload only     │
└───────────┬─────────────┘
            │
            ▼
┌─────────────────────────┐
│  Action: Import SIM     │
│  Inventory from CSV     │
│  (Apex Invocable)       │
└───────────┬─────────────┘
            │
            ▼
┌─────────────────────────┐
│  Screen: Import Results │
│  - Success/Fail Message │
│  - Records Created      │
│  - Error Details        │
└───────────┬─────────────┘
            │
            ▼
┌─────────────────────────┐
│   End                   │
└─────────────────────────┘

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Step 4: Add Flow to Lightning App

1. Go to Setup → App Manager
2. Edit your app (e.g., "Sales" or custom app)
3. Add the Flow to utility items or create a Tab
4. Alternatively, embed in a Lightning Page:
   • Edit any Lightning Record Page
   • Add "Flow" component
   • Select your "Import SIM Inventory" flow

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Alternative: Quick Action Button

Create a Quick Action to launch the flow from the SIM Inventory list view:

1. Setup → Object Manager → SIM Inventory → Buttons, Links, and Actions
2. Click New Action
3. Action Type: Flow
4. Flow: Select your import flow
5. Label: Import SIMs from CSV
6. Add to Page Layout

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CSV File Format Reference

Your CSV files should follow this format:

Column	Field	Example	Required
1	Row Number	1	No (ignored)
2	Phone Number	02000002470001	Yes
3	PT Number	PT0220024700010	No
4	OEM ID	PASI	No
5	Batch Date	20251229	No
6-9	Empty		No

Example CSV:

1,02000002470001,PT0220024700010,PASI,20251229,,,,
2,02000002470002,PT0220024700020,PASI,20251229,,,,
3,02000002470003,PT0220024700030,PASI,20251229,,,,

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Troubleshooting

Common Issues

1. "Not enough columns" error

   • Ensure CSV has at least 5 columns (even if some are empty)
   • Check for proper comma separators

2. "Phone number already exists" error

   • The phone number is already in SIM_Inventory__c
   • Check existing records before importing

3. File upload not working

   • Ensure file is .csv format
   • Check file size (Salesforce limit: 25MB for files)

4. Permission errors

   • User needs Create permission on SIM_Inventory__c
   • User needs access to the Flow

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Security Considerations

• The Apex class uses with sharing to respect record-level security
• Only users with appropriate permissions can run the Flow
• Consider adding a Permission Set for SIM Inventory management

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Last Updated: January 2025