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← Microsoft Excel + Salesforce integrations

Insert Blob Data with Salesforce API on New Row Added from Microsoft Excel API

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

Trigger workflow on
New Row Added from the Microsoft Excel API
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Insert Blob Data with the Salesforce API
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Getting Started

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

  1. Select this integration
  2. Configure the New Row Added trigger
    1. Connect your Microsoft Excel account
    2. Configure timer
    3. Select a Folder ID
    4. Select a Sheet ID
    5. Select a Worksheet
  3. Configure the Insert Blob Data action
    1. Connect your Salesforce account
    2. Configure Entity Name
    3. Configure Entity Document
    4. Configure Form Content Name
    5. Configure Filename
    6. Configure Content Type
    7. Configure Attachment Binary Content
    8. Configure SObject Type
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

New Row Added on Microsoft Excel
Description:Emit new event when when a new row is added to an Excel worksheet
Version:0.0.1
Key:microsoft_excel-new-row-added

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.

Trigger Code

import common from "../common/base-polling.mjs"; export default { ...common, key: "microsoft_excel-new-row-added", name: "New Row Added", description: "Emit new event when when a new row is added to an Excel worksheet", version: "0.0.1", type: "source", dedupe: "unique", methods: { ...common.methods, _getRowCount() { return this.db.get("rowCount"); }, _setRowCount(value) { this.db.set("rowCount", value); }, generateMeta(item) { const ts = Date.now(); return { id: `${item.address}${ts}`, summary: `${item.numRowsAdded} row(s) added`, ts, }; }, }, async run() { const previousRowCount = this._getRowCount(); const response = await this.microsoftExcel.getUsedRange({ sheetId: this.sheetId, worksheet: this.worksheet, }); const { rowCount } = response; this._setRowCount(rowCount); if (!previousRowCount || rowCount <= previousRowCount) { return; } response.numRowsAdded = rowCount - previousRowCount; this.emitEvent(response); }, };

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.
LabelPropTypeDescription
Microsoft ExcelmicrosoftExcelappThis component uses the Microsoft Excel app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Folder IDfolderIdstringSelect a value from the drop down menu.
Sheet IDsheetIdstringSelect a value from the drop down menu.
WorksheetworksheetstringSelect a value from the drop down menu.

Trigger 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.

Action

Insert Blob Data on Salesforce
Description:Inserts blob data in Salesforce standard objects. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.228.0.api_rest.meta/api_rest/dome_sobject_insert_update_blob.htm)
Version:0.2.11
Key:salesforce_rest_api-insert-blob-data

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.

Action Code

import salesforce from "../../salesforce_rest_api.app.mjs"; export default { key: "salesforce_rest_api-insert-blob-data", name: "Insert Blob Data", description: "Inserts blob data in Salesforce standard objects. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.228.0.api_rest.meta/api_rest/dome_sobject_insert_update_blob.htm)", version: "0.2.11", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: false, }, type: "action", props: { salesforce, entiyName: { type: "string", label: "Entity Name", description: "Name of the entity to insert as part of the form-data sent along the Salesforce API as a request with multipart/form-data content type. I.e. entityDocument for Documents.", }, entityDocument: { type: "string", label: "Entity Document", description: "Salesforce object entity to insert.", }, formContentName: { type: "string", label: "Form Content Name", description: "Name of the binary content to insert as part of the form-data sent along the Salesforce API as a request with multipart/form-data content type.", }, filename: { type: "string", label: "Filename", description: "Filename of the blob data to insert.", }, contentType: { type: "string", label: "Content Type", description: "Mime type of the content to insert.", }, attachmentBinarycontent: { type: "string", label: "Attachment Binary Content", description: "Binary content of the blob data to insert.", }, sobjectName: { type: "string", label: "SObject Type", description: "Salesforce standard object type to insert.", }, }, async run({ $ }) { const payloadPart1 = `----------------------------932677621329676389151855 \r\nContent-Disposition: form-data; name="${this.entiyName}"" \r\nContent-Type: application/json \r\n\r\n${this.entityDocument}\r\n\r\n \r\n\r\n----------------------------932677621329676389151855 \r\nContent-Disposition: form-data; name="${this.formContentName}"; filename="${this.filename}" \r\nContent-Type: ${this.contentType} \r\n\r\n`; const payloadPart2 = "\r\n\r\n----------------------------932677621329676389151855--"; const data = `${payloadPart1}${this.attachmentBinarycontent}${payloadPart2}`; const headers = { "Content-Type": "multipart/form-data; boundary=--------------------------932677621329676389151855", }; const response = await this.salesforce.insertBlobData(this.sobjectName, { $, headers, data, }); $.export("$summary", `Successfully inserted blob data in ${this.sobjectName}`); 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.

LabelPropTypeDescription
SalesforcesalesforceappThis component uses the Salesforce app.
Entity NameentiyNamestring

Name of the entity to insert as part of the form-data sent along the Salesforce API as a request with multipart/form-data content type. I.e. entityDocument for Documents.

Entity DocumententityDocumentstring

Salesforce object entity to insert.

Form Content NameformContentNamestring

Name of the binary content to insert as part of the form-data sent along the Salesforce API as a request with multipart/form-data content type.

Filenamefilenamestring

Filename of the blob data to insert.

Content TypecontentTypestring

Mime type of the content to insert.

Attachment Binary ContentattachmentBinarycontentstring

Binary content of the blob data to insert.

SObject TypesobjectNamestring

Salesforce standard object type to insert.

Action 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.

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