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.
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.
Want to explore Salesforce + Microsoft Excel quick connects for faster integration? Here’s our list of the best Salesforce + Microsoft Excel quick connects.Explore quick connects
Looking for the Microsoft Excel Alternatives? Here is the list of top Microsoft Excel Alternatives
It's easy to connect Salesforce + Microsoft Excel without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers when a new row is added to a table in a spreadsheet.
Triggers when a new worksheet is added to a spreadsheet.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Adds a new row to the end of a specific table.
Salesforce is a cloud-based CRM system developed by Salesforce.com. On the other hand, Microsoft Excel is a spreadsheet program developed by Microsoft. It integrates all the functions in one very convenient software. It is used widely in business and personal use. With the integration of both, businesses are able to work more effectively and efficiently. This article will focus on what integration between Salesforce and Microsoft Excel is, and how it can benefit both companies and customers.
Integration of Salesforce and Microsoft Excel gives the user or company access to data from multiple sources in a single application or interface. This can be very beneficial for businesses as they are able to pull all the customer data from Salesforce in their spreadsheet for easy analysis. There are two ways that you can integrate Salesforce with Microsoft Excel – through Google Apps Script or through Salesforce lightning connector (Salesforce’s official way to connect your app.
The second way which is more straightforward and user-friendly is through the Salesforce lightning connector. It is available on the AppExchange and once installed can be accessed through Salesforce’s Visualforce page, which allows you to build custom interfaces to pull data from Salesforce into your spreadsheets on Google Sheets. Using the lightning connector, you are able to do things like; insert custom cpumns for a specific object in your spreadsheet, filter records displayed in the spreadsheet, and send data from your spreadsheet back to Salesforce. It also has a downloadable version, which you can use offline or schedule data processing at specific times.
With the combination of these two powerful software, businesses are able to manage their data more effectively and efficiently. At first this may seem like a difficult task, however with a little help from Google Apps Script or the Salesforce lightning connector, integration between Salesforce and Microsoft Excel becomes a lot easier than you think. It can save time and money by making everything much more efficient.
The process to integrate Salesforce and Microsoft Excel 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.