Microsoft Excel + Salesforce
Add rows in Microsoft Excel for updated records in Salesforce
Keep your Excel spreadsheets updated with this Salesforce to Microsoft Excel automation. When a field is updated in a Salesforce record, this workflow will automatically add a new row to your Excel spreadsheet. Say goodbye to manual data entry and ensure your spreadsheets stay accurate and up-to-date while saving time and reducing errors.
Keep your Excel spreadsheets updated with this Salesforce to Microsoft Excel automation. When a field is updated in a Salesforce record, this workflow will automatically add a new row to your Excel spreadsheet. Say goodbye to manual data entry and ensure your spreadsheets stay accurate and up-to-date while saving time and reducing errors.
- When this happens...Updated Field on Record
Triggers 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.).
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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