Can I filter cases based on priority?

Indeed. DryMerge can filter cases based on their priority. Specify the priority levels you're interested in, and the automation will include only those cases.

Can I include case resolutions in the Excel sheet?

Yes, you can specify that case resolutions should be included, and DryMerge will document them in the Excel sheet.

Which people use this automation? What do they use it for?

Customer support managers and analysts use this automation to gather case data to improve service quality and effectiveness by analyzing trends and recurring issues.

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Microsoft Excel + Salesforce

Document Customer Support Cases from Salesforce to Microsoft Excel

Ensure that all customer support cases from Salesforce are recorded into Microsoft Excel for easier tracking, management, and reporting. This can be particularly useful for support teams to identify trends and recurring issues.

New Support Case

Triggers when a new customer support case is created.

Add Case to Sheet

Adds the case details to your Microsoft Excel sheet.

See more Microsoft Excel to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Sync Opportunity Notes from Salesforce to Microsoft Excel

Microsoft Excel + Salesforce

Track Customer Meeting Outcomes from Salesforce in Microsoft Excel

Microsoft Excel + Salesforce

Compile Customer Feedback from Salesforce in Microsoft Excel

Microsoft Excel + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Document customer support cases from Salesforce to Microsoft Excel"

Document customer support cases from Salesforce to Microsoft Excel

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Microsoft Excel + Salesforce.

Update Sheet

Updates an existing Excel sheet

List Sheets

Lists all sheets in an Excel workbook

Read Sheet

Reads the contents of an Excel sheet

New Microsoft Excel Workbook

Triggers when a new Excel workbook is created

Added or Updated Microsoft Excel Row

Triggers when a new row is added or an existing row is updated in a Microsoft Excel worksheet

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

App details

Microsoft Excel

Microsoft Excel is a spreadsheet program used for data analysis, visualization, and complex calculations. Read, write, and manipulate data for powerful data management and reporting.