How to add information to Microsoft Excel when Salesforce opportunity information is registered

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How to Create a Workflow Integrating Salesforce and Microsoft Excel

Let's create a workflow that integrates and automates tasks between these two tools.
This is a workflow that adds information to Microsoft Excel when Salesforce opportunity information is registered.

Some may find it challenging, but with Yoom, anyone can set it up without specialized knowledge like programming!
If you haven't registered with Yoom yet, please create an account here.

※Note 1
The workflow involving Microsoft Excel introduced here targets files saved in OneDrive or SharePoint.
It cannot be used with local files.

※Note 2
Salesforce is only available with Yoom's Team Plan and Success Plan.
It will result in an error with the Free Plan and Mini Plan, so please be careful.
For paid plans like the Team Plan and Success Plan, there is a two-week free trial available for apps that are subject to restrictions, so if you want to check out the features, please give it a try.

Before You Start

Create a file to manage opportunity information in Microsoft Excel and save it in OneDrive or SharePoint.‍

Step 1: Connect Salesforce and Microsoft Excel to My Apps

1. After logging into Yoom, select "My Apps" from the left menu and click "+ New Connection" on the right side of the screen.

2. From the list of new connections in My Apps, select Salesforce and Microsoft Excel respectively, and connect the apps.
　※Microsoft 365 (formerly Office365) has a personal plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

Once the app connection is complete, click "Try it" on the template below to copy it!

‍Step 2: Set a Trigger to Activate When a New Record is Registered in the Salesforce Opportunity Object

3. Change the title of the copied template as needed.
*The template will be saved in "My Projects". If it doesn't open automatically, select the relevant template from My Projects and click "Edit" at the top right of the screen.

4. Select "App Trigger When a New Record is Registered in the Opportunity Object" from Flowbot.

5. Set "Select Integration Account and Action".
Change the title of the app trigger as needed and click "Next".

6. Configure the API connection settings for the app trigger.
・Trigger Activation Interval: Set an appropriate time according to business needs.
・My Domain URL: Refer to the note at the bottom of the field for input.

7. Conduct a test, confirm success, and click "Save".

Step 3: Set an Action to Retrieve Account Information from Salesforce

8. Select "Operate Database Retrieve Account Information" from Flowbot.

9. Set "Select Integration Account and Action".
・Title: Change as needed.
・Database Integration (My Domain URL, Object API Reference Name): Refer to the note at the bottom of the field for input or select from the options.

10. Click "Next".

11. Configure the detailed settings for database operations.
Refer to the note to select and input the conditions for the records you want to retrieve.
*Information can be referenced from the output obtained in Step 2 - Procedure 7.

12. Conduct a test, confirm success, and click "Save".

Step 4: Set an Action to Add Records to Microsoft Excel

13. Select "Operate Database Add Records" from Flowbot.

14. Set "Select Integration Account and Action".
・Title: Change as needed.
・Each item of "Database Integration": Refer to the note at the bottom of the field for input or selection. (The image below is an example of input.)

15. Click "Next".

16. Configure the detailed settings for database operations.
Refer to the note to input the values for the records to be added.
*Information can also be referenced from the output obtained in Step 2 - Procedure 7 and Step 3 - Procedure 12.
*The image below is an example of input.

17. Conduct a test, confirm success, and click "Save".
Finally, switch the trigger of the saved flow to "ON" to activate it.

This completes the flow of "Adding Information to Microsoft Excel When Salesforce Opportunity Information is Registered"!

Other Automation Examples Using Salesforce and Microsoft Excel

In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Salesforce and Microsoft Excel.
All of these can be used with simple settings, so if you find something interesting, please give it a try!

Other Automation Examples with Salesforce and Microsoft Excel

You can create documents in Microsoft Excel when the opportunity phase is updated in Salesforce, or issue and add contracts when an account object is registered.
Furthermore, by integrating with Slack, you can also create reports in Microsoft Excel from opportunity information in Salesforce.

Examples of Automation Using Salesforce

Create a Folder When an Account is Registered in Salesforce

Since the folder is created automatically, it is possible to reduce human errors such as forgetting to create a folder or mistakes in the folder name.

Add Issues and Tasks When Salesforce Opportunity Information is Registered

Since registered opportunity information can be automatically added, it might help eliminate any gaps or omissions in information management.

Create a Contact When a Lead is Created in Salesforce

Automatically create a contact every time a lead is registered in Salesforce to eliminate the need for manual data entry.

Automation Example Using Microsoft Excel

Add a Record to Microsoft Excel When a Task is Registered

By automating the addition of tasks to Microsoft Excel, manual work becomes unnecessary, and it also helps prevent human errors.

Retrieve and Notify Budget from Microsoft Excel at a Specified Date and Time

By regularly notifying budget information, the verification process becomes more efficient, allowing you to identify signs of budget overruns in advance.

Benefits of Integrating Salesforce and Microsoft Excel

1. Reduce Manual Work

By integrating Salesforce and Microsoft Excel, tasks can be automated, minimizing the need for manual operations.
For example, whenever customer information is updated in Salesforce, it can be automatically added to the corresponding Microsoft Excel database.
This reduces the burden of data entry and allows you to efficiently create reports and conduct analyses based on the latest information in real-time!

2. Maintain Data Accuracy

Since information is added to Microsoft Excel based on Salesforce data, the likelihood of registration errors that often occur with manual work may decrease.
For instance, when retrieving product data from Salesforce's deal information, any discrepancies in the additional data on the Microsoft Excel side could affect subsequent tasks.
Automation is expected to alleviate such concerns!
With no need for data entry or verification, you can proceed with your work with peace of mind.

Conclusion

How was it?

I hope you now understand that integrating Salesforce and Microsoft Excel enables automatic data synchronization.
The automation flow seems to contribute to improving the accuracy of managed data and reducing the burden of manual work!

By utilizing Yoom, anyone can easily incorporate automation flows, so take this opportunity to introduce it into your business!