Integrate Salesforce with Microsoft Excel

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

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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.

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.

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

  • Google Sheets Integration Google Sheets
  • Smartsheet Integration Smartsheet
Connect Salesforce + Microsoft Excel in easier way

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

  • Triggers
  • 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.

  • 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.

  • Actions
  • 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.

  • Add Row to Table

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

How Salesforce & Microsoft Excel Integrations Work

  1. Step 1: Choose Salesforce 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 Microsoft Excel 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 Salesforce to Microsoft Excel.

    (2 minutes)

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

Integration of Salesforce and Microsoft Excel

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.

Google Apps Script is an add-on for Google Drive. This allows you to create your own tops for handling your spreadsheets. You can even create macros to automate tasks like emailing when a spreadsheet is opened, or adding a row when a new file is created. However, this would require an intermediate knowledge of programming as it relies on JavaScript. So while it is easier to integrate Salesforce with Microsoft Excel using this method, only advanced users should attempt it.

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.

Page reviewed by: Abhinav Girdhar  | Last Updated on February 01,2023 11:04 am