Update Salesforce records when Microsoft Excel rows are updated
Effortlessly maintain data consistency between your Microsoft Excel rows and Salesforce records using this seamless workflow. When a row in Excel is updated, this automation ensures the corresponding Salesforce record is updated as well, saving you time and keeping your sales data accurate. Enjoy up-to-date information without any manual effort.
Effortlessly maintain data consistency between your Microsoft Excel rows and Salesforce records using this seamless workflow. When a row in Excel is updated, this automation ensures the corresponding Salesforce record is updated as well, saving you time and keeping your sales data accurate. Enjoy up-to-date information without any manual effort.
- When this happens...Updated Row
Triggers when a row is added or updated in a worksheet.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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