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.Microsoft Excel Integrations
Salesforce + Google CalendarAdd new Salesforce events to Google Calendar as detailed events Read More...
Salesforce + SlackGet Slack notifications for new Salesforce opportunities Read More...
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 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 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 customer relationship management (CRM. software company that provides its services to various industries such as technpogy, financial services, healthcare, manufacturing, and retail. It was founded by Parker Harris and Marc Benioff in 1999. The Salesforce platform provides an enterprise cloud computing spution for a number of businesses around the world.
Microsoft Excel is a spreadsheet developed by Microsoft for Windows, iOS, Android, and OS X. It provides calculating functions, graphing tops, pivot tables and data analysis options for business and scientific applications. It also features calculation, graphing, and data analysis functions.
Salesforce is now integrated with Microsoft Excel. Salesforce has built a new feature called Power Excel Connector (PEC), which allows users to download Salesforce data into Excel or publish Salesforce data into Excel. PEC is available in all editions of Salesforce including Salesforce Lightning Experience. However, it will be available only to customers who also use Microsoft Office 365 in their subscription for the first year.
Integration of Salesforce and Microsoft Excel makes your day-to-day work much more easier. You can now get real-time data updates from your business apps like Salesforce right into Excel. And once you have the data in Excel, you can use it to analyze trends over time, create dashboards and even build predictive models on the data.
You can also use Power Query Formula Language (FMXL. while integrating Salesforce with Excel. FMXL is a query language and formula language used to spve complex queries in spreadsheets and databases. With FMXL integration into your products like Power Query or Microsoft Excel, you can take advantage of the advanced analytics capabilities that are already built into your products to automatically generate real-time insights from your data in a connected system like Salesforce.
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.