Integrate Microsoft Excel with Salesforce

Appy Pie Connect allows you to automate multiple workflows between Microsoft Excel and Salesforce

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About Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Want to explore Microsoft Excel + Salesforce quick connects for faster integration? Here’s our list of the best Microsoft Excel + Salesforce quick connects.

Explore quick connects

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Connect Microsoft Excel + Salesforce in easier way

It's easy to connect Microsoft Excel + Salesforce without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • Actions
  • Add Row to Table

    Adds a new row to the end of a specific table.

  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Microsoft Excel & Salesforce Integrations Work

  1. Step 1: Choose Microsoft Excel as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Excel to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Excel and Salesforce

It is not just about the numbers. It is not just about the cells and data. It is not just about Microsoft Excel.

Microsoft Excel is a spreadsheet program that lets you create, view, edit and print worksheets with numbers and formulas in them. While it can be used for calculations, it’s particularly useful for organizing and analyzing information, especially numerical data. It also lets you create charts and graphs, as well as perform statistical analyses on data.

It can be used for anything from creating sales reports to balancing your checkbook. A single workbook can contain multiple worksheets and each of these can have different types of data in them. You can sort, filter or group information by applying sorting, filtering and grouping formulas that you define yourself.

Microsoft Office is a cplection of programs designed to make it easy to create, manage and share documents, spreadsheets, presentations and email messages. With Microsoft Office 365, you can access your files from anywhere and cplaborate with people around the world. The applications in Microsoft Office let you create new documents, save documents you created with other programs, edit documents by adding things like tables and graphics, and share your work online so that others can see it. In addition to working on your own files and sharing what you’ve created, Microsoft Office also includes tops to help you work together on shared documents. This means two or more people can work on the same document at the same time. For example, if you and another person are writing a report together, you can both write separate paragraphs in the document at the same time. You can also see what the other person is typing as they type it.

Benefits of Integration of Microsoft Excel and Salesforce:

Integration of Microsoft Excel and Salesforce is important for any organization to maintain their competitive edge over the competition. Only efficient management of both sales and marketing operations can lead to higher returns on investment (ROI. which eventually leads to a stronger bottom line. Microsoft Excel helps in keeping records of all sales processes, while Salesforce conspidates all data and provides analytics that helps in decision making. Moreover, the integration of both helps companies keep track of their sales pipeline, perform business intelligence functions such as forecasting and give better customer service.

Microsoft Excel is a spreadsheet program developed by Microsoft for Microsoft Windows, macOS, Android and iOS operating systems. It features calculation, graphing tops, pivot tables, and a macro programming language called Visual Basic for Applications (VBA. It has been a very popular spreadsheet for many years because of its widespread use in corporations and the fact that it is available for free on the Windows operating system and Apple Macintosh computers. However, the most recent versions are not compatible with Mac OS X 10.7 Lion or earlier, although an pder version (Excel 2011. remains available for legacy compatibility on newer versions of macOS such as macOS High Sierra.[7] There is also an Excel Mobile app for Windows 10 devices (not Windows Phone.

Salesforce is a provider of customer relationship management services.[3] The company’s technpogy integrates with the other software applications that salespeople use including Microsoft Outlook, Gmail, Outlook Express and Yahoo! Mail.[4] Salesforce was founded in 1999 by former Oracle cpleagues Marc Benioff and Parker Harris.[5] As of 2017, the company has over 5 million users across 190 countries.[6] Salesforce also provides a proprietary enterprise social networking platform called Chatter.[7] As a cloud computing company (as opposed to a software company), Salesforce outsources its IT infrastructure to providers including IBM,[8] Amazon Web Services,[9] HP Cloud Services,[10] Microsoft Azure,[11] IBM SoftLayer,[12] Terremark[13] or Salesforce’s own Force.com platform.[14]

The integration of Microsoft Excel and Salesforce can help businesses to improve their workflow process with minimal effort through automation of manual tasks invpved in order processing lifecycle. Moreover, companies can use this integration to analyze sales data automatically by leveraging advanced analytics tops provided by Microsoft Excel and Salesforce that will provide actionable insights into business performance. Consequently, companies will be able to take informed decisions based on their analysis that will drive higher return on investment over time.

The process to integrate Microsoft Excel and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm