Find Row with Microsoft Excel API on Knowledge Article Updated (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Microsoft Excel, Salesforce and 2,800+ other apps remarkably fast.

Trigger workflow on

Knowledge Article Updated (Instant, of Selectable Type) from the Salesforce API

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Find Row with the Microsoft Excel API

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Getting Started#

This integration creates a workflow with a Salesforce trigger and Microsoft Excel action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the Knowledge Article Updated (Instant, of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Optional- Select one or more Fields to Obtain
Configure the Find Row action
1. Connect your Microsoft Excel account
2. Select a Folder ID
3. Select a Sheet ID
4. Select a Worksheet
5. Configure Column
6. Configure Value
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

Knowledge Article Updated (Instant, of Selectable Type) on Salesforce

Description:Emit new event when a knowledge article is updated. [See the documentation](https://sforce.co/3yPSJZy)

Version:0.0.5

Key:salesforce_rest_api-knowledge-article-updated-instant

View on GitHub

Salesforce Overview#

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Trigger Code#

import common from "../common/common-updated-record.mjs"; import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform"; export default { ...common, type: "source", name: "Knowledge Article Updated (Instant, of Selectable Type)", key: "salesforce_rest_api-knowledge-article-updated-instant", description: "Emit new event when a knowledge article is updated. [See the documentation](https://sforce.co/3yPSJZy)", version: "0.0.5", props: { salesforce: common.props.salesforce, db: "$.service.db", http: { type: "$.interface.http", customResponse: true, }, timer: { type: "$.interface.timer", description: "The timer is only used as a fallback if instant event delivery (webhook) is not available.", default: { intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL, }, }, fieldsToObtain: { propDefinition: [ common.props.salesforce, "fieldsToObtain", () => ({ objType: "KnowledgeArticle", }), ], optional: true, description: "Select the field(s) to be retrieved for the records. Only applicable if the source is running on a timer. If running on a webhook, or if not specified, all fields will be retrieved.", }, }, methods: { ...common.methods, getObjectType() { return "KnowledgeArticle"; }, }, };

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
	`timer`	`$.interface.timer`	The timer is only used as a fallback if instant event delivery (webhook) is not available.
Fields to Obtain	`fieldsToObtain`	`string[]`	Select a value from the drop down menu.

Trigger Authentication#

Salesforce uses OAuth authentication. When you connect your Salesforce account, Pipedream will open a popup window where you can sign into Salesforce and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Salesforce API.

Pipedream requests the following authorization scopes when you connect your account:

About Salesforce#

Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.

Action#

Find Row on Microsoft Excel

Description:Find a row by column and value in an Excel worksheet. [See the documentation](https://learn.microsoft.com/en-us/graph/api/range-get?view=graph-rest-1.0&tabs=http)

Version:0.0.2

Key:microsoft_excel-find-row

View on GitHub

Microsoft Excel Overview#

The Microsoft Excel API on Pipedream allows you to automate spreadsheet tasks, manipulate data, and integrate Excel with other apps and services. Through Pipedream, you can create serverless workflows that react to events, perform operations on Excel files like reading, writing, updating cells, and managing worksheets. This API turns Excel into a powerful tool for data analysis, report generation, and task automation without manual intervention.

Action Code#

import microsoftExcel from "../../microsoft_excel.app.mjs"; export default { key: "microsoft_excel-find-row", name: "Find Row", description: "Find a row by column and value in an Excel worksheet. [See the documentation](https://learn.microsoft.com/en-us/graph/api/range-get?view=graph-rest-1.0&tabs=http)", version: "0.0.2", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: true, }, type: "action", props: { microsoftExcel, folderId: { propDefinition: [ microsoftExcel, "folderId", ], }, sheetId: { propDefinition: [ microsoftExcel, "sheetId", ({ folderId }) => ({ folderId, }), ], }, worksheet: { propDefinition: [ microsoftExcel, "worksheet", ({ sheetId }) => ({ sheetId, }), ], }, column: { type: "string", label: "Column", description: "The column to search. E.g. `A`", }, value: { type: "string", label: "Value", description: "The value to search for", }, }, async run({ $ }) { const { rowCount, address, } = await this.microsoftExcel.getUsedRange({ $, sheetId: this.sheetId, worksheet: this.worksheet, }); const lastColumn = address.match(/:([A-Z]+)\d+$/)[1]; const { values: rangeValues } = await this.microsoftExcel.getRange({ $, sheetId: this.sheetId, worksheet: this.worksheet, range: `${this.column}1:${this.column}${rowCount}`, }); const values = rangeValues.map((v) => v[0]); let index = values.indexOf(this.value); if (index === -1 && !isNaN(this.value)) { index = values.indexOf(+this.value); } if (index === -1) { $.export("$summary", "No matching rows found"); return values; } const row = index + 1; const response = await this.microsoftExcel.getRange({ $, sheetId: this.sheetId, worksheet: this.worksheet, range: `A${row}:${lastColumn}${row}`, }); $.export("$summary", `Found value in row ${row}`); return response; }, };

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Microsoft Excel	`microsoftExcel`	`app`	This component uses the Microsoft Excel app.
Folder ID	`folderId`	`string`	Select a value from the drop down menu.
Sheet ID	`sheetId`	`string`	Select a value from the drop down menu.
Worksheet	`worksheet`	`string`	Select a value from the drop down menu.
Column	`column`	`string`	The column to search. E.g. `A`
Value	`value`	`string`	The value to search for

Action Authentication#

Microsoft Excel uses OAuth authentication. When you connect your Microsoft Excel account, Pipedream will open a popup window where you can sign into Microsoft Excel and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Microsoft Excel API.

Pipedream requests the following authorization scopes when you connect your account:

User.Reademailoffline_accessopenidprofileFiles.ReadWriteFiles.Read.AllUser.ReadCrossTenantInformation.ReadBasic.All

About Microsoft Excel#

You can use Microsoft Graph to allow web and mobile applications to read and modify Excel workbooks stored in OneDrive for Business, SharePoint site or Group drive.

More Ways to Connect Microsoft Excel + Salesforce#

Other Popular Integrations#

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Find Row with Microsoft Excel API on Knowledge Article Updated (Instant, of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for Microsoft Excel, Salesforce and 2,800+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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