Update rows in Microsoft Excel when records are updated in Salesforce
Ensure your Salesforce records and Microsoft Excel sheets always reflect the latest information with this workflow. When changes are made in Salesforce, corresponding rows in your Excel sheet will be updated instantly, saving time on manual data entry. This seamless connection ensures accurate, up-to-date data across your tools.
Ensure your Salesforce records and Microsoft Excel sheets always reflect the latest information with this workflow. When changes are made in Salesforce, corresponding rows in your Excel sheet will be updated instantly, saving time on manual data entry. This seamless connection ensures accurate, up-to-date data across your tools.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Update Row
Updates a row in a specific worksheet.
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