How to Add a Record to Microsoft Excel When a Record is Registered in a Salesforce Custom Object

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

Many companies use Salesforce as a tool to manage customer information. It's very convenient because it allows you to centrally manage everything from prospective customer stages to post-contract support information. However, by utilizing the automation introduced this time, there is a possibility of further improving work efficiency. In this article, we will explain how to automatically add records registered in Salesforce to Microsoft Excel. It is recommended for those who use Salesforce as a core database but perform data aggregation and graphing in Microsoft Excel! Benefits of Integrating Salesforce with Microsoft Excel Benefit 1: Reduce Workload By using this integration, record information registered in Salesforce is automatically added to Microsoft Excel. For those who have been manually entering data into Microsoft Excel by referring to Salesforce data, the automatic integration will reduce the workload. This will shorten the time spent on manual work and is expected to increase the amount of work that can be done per hour. Benefit 2: Speedy Information Grasp Since the registered information is automatically added to Microsoft Excel, there is no need to check Salesforce information each time, reducing the back-and-forth between applications. For those who mainly refer to Microsoft Excel to grasp customer information, it also leads to faster information grasp and contributes to smoother communication within the team. [About Yoom] Integration Flow of Salesforce and Microsoft Excel Now, let's introduce the steps to actually integrate Salesforce and Microsoft Excel. The specific setup steps are as follows: 1. Set up the app trigger 2. Add a record Yoom provides the above two steps as a template. You can create a flow bot more easily than creating from scratch, so first, click the "Try it" button on the banner below to copy the template!

Preparation

Once you have copied the template, start by registering Salesforce and Microsoft Excel from Yoom's "My Apps" as a preparation step.
If you have already registered, please proceed to "Step 1. Set App Trigger".

<Steps>

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

2. Search for the app name, enter the necessary login information, and register the app.

If Salesforce and Microsoft Excel are displayed in the My Apps list, preparation is complete!

Let's proceed to the detailed settings right away!

Step 1. Set App Trigger

Click on the app trigger "When a new record is registered in a custom object".

On the first page, the pre-linked account information will be displayed, so please check it.
If there are no issues, click "Next".

On the next page, please enter the following three items to connect with Salesforce via API.

API Reference Name of the Custom Object
Field Item Name to Retrieve
My Domain URL

Once all items are entered, click "Test" to check for any errors.
※ The trigger activation interval can be specified differently depending on your plan. For details, please see here.

If the test is successful, the items of the Salesforce object will be reflected in the output.

If there are no issues up to this point, click "Save" to complete the trigger settings.

Step 2. Add Record

Next, click "Add Record".

At the beginning of the first page, the account information is displayed as in Step 1, so please check it.
Below that, there are input fields necessary for linking with Microsoft Excel. Specify the file storage location and the relevant drive ID, etc.
Using the output information, once all necessary information is entered, proceed to the next step.

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On the next page, set the values for the record to be added.
Utilize the information output from Salesforce to input.

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Click "Test" and if there are no errors, click "Save".

If a popup like the image below is displayed, all settings are complete.
When you turn on the trigger, the flow will be executed.

Other Examples of Automation Using Salesforce and Microsoft Excel

Yoom has many automation examples using Salesforce and Microsoft Excel.
Here are some representative examples.

1. Add to Microsoft Excel when a ToDo object is registered in Salesforce

For those managing tasks in Salesforce, the template that automatically adds ToDo object information to Microsoft Excel is also recommended.

2. Add to Notion when a ToDo object is registered in Salesforce

For those who use Notion more frequently than Microsoft Excel, automating the integration between Salesforce and Notion is recommended.

3. Add a record to Google Sheets when a record is registered in a Salesforce custom object

It is also possible to integrate Salesforce with Google Sheets. If you use Google Sheets more frequently than Microsoft Excel, please refer to the following template.

4. Register business card information registered in Sansan to Microsoft Excel

For those using Sansan for business card data management, the automatic integration between Sansan and Microsoft Excel reduces the effort of data entry.

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5. Extract specific strings from a PDF answered in a form, create an invoice in Excel, and send it via email

In addition to information registration, we also provide templates for creating invoices and automatically sending emails. Recommended for those using Google Forms, Microsoft Excel, and Gmail.

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Summary

This concludes the explanation of the steps to integrate Salesforce with Microsoft Excel!
As you can see, Yoom can be used without programming knowledge, making it easy to set up the integration.
For those who have been manually entering Salesforce data into Microsoft Excel, this will likely reduce your workload.
Additionally, the situation where Salesforce has the latest data but Microsoft Excel remains outdated will decrease, allowing for quicker information comprehension.

If you are interested, please start by signing up for free here!