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Microsoft Excel + Salesforce

Microsoft Excel + Salesforce

Microsoft Excel + Salesforce integrations

Update rows in Microsoft Excel when updated fields on records happen in Salesforce

Stay on top of updates in Salesforce with this efficient workflow. Whenever a record field is updated in Salesforce, the corresponding row in your Microsoft Excel sheet gets updated, too. This simple, yet powerful solution saves you the trouble of manual data entry and keeps your records in sync across platforms. Your Microsoft Excel and Salesforce integration has never been easier or more organized.

  1. When this happens...
    Updated Field on Record
    Updated Field on Record
    Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
  2. automatically do this!
    Update Row
    Update Row
    Update RowUpdates a row in a specific worksheet.
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About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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