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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Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
RowRequired