How to integrate Microsoft Excel + Salesforce

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Step 1
Install Bardeen extension from Chrome Web Store.
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Step 2
Find a pre-built automation.
OR
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Step 2
Let AI build the automation for you.
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Step 3
Run your automation.
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That’s it! More time to work on other things.
Bardeen Extension Window
Bardeen Builder Flow
Salesforce
Microsoft Excel
Salesforce
Microsoft Excel

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Integration tips for Microsoft Excel + Salesforce

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Available actions & triggers

Create Salesforce contact
Trigger
Get Salesforce opportunity
Trigger
Find Microsoft Excel workbooks
Trigger
Get Salesforce account
Trigger
When row is added or updated in a Microsoft Excel worksheet
Trigger
Create a record in Salesforce
Trigger
Add a row to Microsoft Excel worksheet
Trigger
Find records in Salesforce
Trigger
Find records in Salesforce using SOQL query
Trigger
Create Salesforce account
Trigger

Learn more about the apps

Integrate any app with Microsoft Excel + Salesforce

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Frequently asked questions

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Actions & Triggers

Bardeen provides two types of automations called Playbooks and Autobooks.

Playbooks are automations that you launch manually. And Autobooks are the automations that get triggered automatically when something happens or on a specific date / time.

All automations are just a series of actions connected to each other.
Triggers tell the automation when it has to start the series of actions.
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