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Managers and supervisors, have you ever had trouble with task management methods?
When the number of tasks is small, I don't think it takes much effort to manage them, but as the number increases, it becomes more time-consuming to keep track of progress and manage information.
To alleviate such concerns, this article explains how "when a ToDo object is registered in Salesforce, the same task information is automatically added to Microsoft Excel"!
This is especially recommended for those who want to streamline task management and make it easier to understand progress.
You can set it up with no code, so please give it a try!
This article introduces a method of integration 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 from the template below, so please give it a try!
[About Yoom]
Now, let's introduce the steps to actually integrate Salesforce with Microsoft Excel.
The specific setup procedure is as follows.
At Yoom, we offer the above two steps as a template.
It's easier to create a flow bot than starting from scratch, so first, click the "Try it" button on the banner below to copy the template!
After copying the template, first register Salesforce and Microsoft Excel from Yoom's "My Apps" as a preparation.
※ If you have already registered, please proceed to "Step 1. Set App Trigger".
<Procedure>
1. After logging into Yoom, click "+ New Connection" from the "My Apps" menu on the left
2. Search for the app name, enter the necessary login information, and register the app
＜For Salesforce＞
※ When linking Salesforce with My Apps, be careful with the account linked with other services and Salesforce settings. Detailed settings can be checked on this help page. ※ Salesforce is only available with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations and data connections set in Flow Bot will result in errors, so please be careful. Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
・Once logged in, the My Apps registration is complete.
＜For Microsoft Excel＞
※ Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
・Sign in.
・Click "Agree" to complete the registration in My Apps.
If Salesforce and Microsoft Excel are displayed in the My Apps list, preparation is complete!
Let's proceed to the detailed settings!
First, click on the app trigger "When a record is registered in the ToDo 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, set up the connection with Salesforce and API.
Specify the trigger interval and My Domain URL.
※ The time you can specify for the trigger interval varies depending on your plan. For details, please seehere. A shorter setting is generally recommended.
Once all fields are filled in, click "Test" to check for errors.
If the test is successful, the Salesforce object fields will be reflected in the output.
If there are no issues up to this point, click "Save" to complete the trigger settings.
Next, click "Add Records".
At the beginning of the first page, check the account information as in Step 1.
Below that, there are input fields necessary for linking with Microsoft Excel. Specify the file storage location and the relevant drive ID.
Utilize the output information, and once all necessary information is entered, proceed to the next step.
※ For details on setting operations that manipulate the Microsoft Excel database, you can also check here.
On the next page, set the values for the records to be added.
Utilize the information output from Salesforce.
Click "Test" and if no errors occur, click "Save".
If a popup like the image below appears, all settings are complete.
Turning on the trigger will execute the flow.
The template introduced this time is here↓
In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Salesforce and Microsoft Excel.
If you find something interesting, please give it a try!
When a record is registered in the opportunity object in Salesforce, information can be automatically added to Microsoft Excel.
Additionally, when the opportunity stage is updated in Salesforce, it is possible to update the information in Microsoft Excel or create documents in Microsoft Excel.
Send Template Emails from Salesforce Lead Information Page
Automatically send template emails from the Salesforce lead information page using Gmail or Outlook.
Create a Web Meeting and Send Notification Email When a Lead is Registered in Salesforce
When a lead is registered in Salesforce, a web meeting is automatically created in Zoom or Google Meet, and a notification email is sent.
Add to Calendar When a Record is Created or Updated in Salesforce
Automatically register events in Google Calendar or Outlook Calendar when a record is created or updated in Salesforce.
Extract text with AI from content sent via chat tools and add it to Microsoft Excel
Automatically extract specific content from messages posted on Google Chat or Microsoft Teams and add it to Microsoft Excel.
Read files stored in cloud storage with OCR and add them to Microsoft Excel
Automatically read files stored in Box or Dropbox with OCR and add them to Microsoft Excel.
Add Submitted Form Content to Microsoft Excel
Automatically add responses from Google Forms and similar to Microsoft Excel.
Manually adding the same information to Microsoft Excel every time a record is registered in the ToDo object in Salesforce is time-consuming and carries the risk of forgetting to update. By introducing the automatic integration we discussed, you can prevent forgetting updates and save working time. This allows employees to focus on more important tasks, potentially improving the productivity of the entire team.
By utilizing the automatic integration we introduced, data is automatically synchronized between Salesforce and Microsoft Excel. This allows you to aggregate task progress based on the latest information in Microsoft Excel and quickly create graphs. As a result, it may lead to quicker understanding of the situation.
Consequently, decision-makers can make judgments based on accurate and up-to-date information, potentially achieving more optimal task management.
What do you think? We explained how to integrate Salesforce with Microsoft Excel! This integration reduces the hassle of transferring Salesforce information to Microsoft Excel, leading to time savings. Additionally, since you can aggregate and analyze the latest task information in Microsoft Excel, it will likely become easier to understand the progress status.
With Yoom, you can easily set up the integration without programming knowledge, so be sure to give it a try!
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