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← Microsoft Excel + Salesforce integrations

Update Record with Salesforce API on New Spreadsheet Updated (Instant) from Microsoft Excel API

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New Spreadsheet Updated (Instant) from the Microsoft Excel API
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Update Record 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 Spreadsheet Updated (Instant) trigger
    1. Connect your Microsoft Excel account
    2. Select a Folder ID
  3. Configure the Update Record action
    1. Connect your Salesforce account
    2. Select a SObject Type
    3. Select a Record ID
    4. Select one or more Fields to Update
  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 Spreadsheet Updated (Instant) on Microsoft Excel
Description:Emit new event when an Excel spreadsheet is updated.
Version:0.0.5
Key:microsoft_excel-new-item-updated

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-webhook.mjs"; import sampleEmit from "./test-event.mjs"; export default { ...common, dedupe: "unique", key: "microsoft_excel-new-item-updated", name: "New Spreadsheet Updated (Instant)", description: "Emit new event when an Excel spreadsheet is updated.", version: "0.0.5", type: "source", methods: { ...common.methods, generateMeta(item) { const ts = Date.parse(item.lastModifiedDateTime); return { id: `${item.id}${ts}`, summary: `Item ${item.name} was updated`, ts, }; }, }, sampleEmit, };

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 $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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.
Folder IDfolderIdstringSelect 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

Update Record on Salesforce
Description:Update fields of a record. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_update_fields.htm)
Version:0.3.4
Key:salesforce_rest_api-update-record

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 { convertFieldsToProps, getAdditionalFields, } from "../../common/props-utils.mjs"; import salesforce from "../../salesforce_rest_api.app.mjs"; import { additionalFields } from "../common/base-create-update.mjs"; export default { key: "salesforce_rest_api-update-record", name: "Update Record", description: "Update fields of a record. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_update_fields.htm)", version: "0.3.4", annotations: { destructiveHint: true, openWorldHint: true, readOnlyHint: false, }, type: "action", props: { salesforce, sobjectType: { propDefinition: [ salesforce, "objectType", ], description: "The type of object to update a record of.", }, recordId: { propDefinition: [ salesforce, "recordId", (c) => ({ objType: c.sobjectType, }), ], description: "The record to update.", }, fieldsToUpdate: { propDefinition: [ salesforce, "fieldsToUpdate", (c) => ({ objType: c.sobjectType, }), ], reloadProps: true, }, }, methods: { getAdditionalFields, convertFieldsToProps, }, async additionalProps() { const { sobjectType, fieldsToUpdate, } = this; const fields = await this.salesforce.getFieldsForObjectType(sobjectType); const selectedFields = fields.filter(({ name }) => fieldsToUpdate.includes(name)); const selectedFieldProps = this.convertFieldsToProps(selectedFields); return { docsInfo: { type: "alert", alertType: "info", content: `[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_${sobjectType.toLowerCase()}.htm) for information on all available fields.`, }, ...selectedFieldProps, additionalFields, }; }, async run({ $ }) { /* eslint-disable no-unused-vars */ const { salesforce, sobjectType, recordId, fieldsToUpdate, getAdditionalFields: getData, convertFieldsToProps, docsInfo, additionalFields, ...data } = this; /* eslint-enable no-unused-vars */ const response = await this.salesforce.updateRecord(sobjectType, { $, id: recordId, data: { ...data, ...getData(), }, }); $.export("$summary", `Successfully updated ${sobjectType} record (ID: ${recordId})`); 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.
SObject TypesobjectTypestringSelect a value from the drop down menu.
Record IDrecordIdstringSelect a value from the drop down menu.
Fields to UpdatefieldsToUpdatestring[]Select a value from the drop down menu.

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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