Can I filter for specific report types?

Yes, you can filter for specific report types. Specify the types of reports you need, and the automation will only export those types to Excel.

Can I schedule the export frequency?

Yes, you can schedule how often you'd like the reports to be exported. Just specify your preferred frequency, and DryMerge will ensure the reports are exported on time.

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

Data analysts and financial controllers use this automation to keep their Excel analytical tools updated with the latest Salesforce data, allowing for continuous monitoring and analysis.

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Microsoft Excel + Salesforce

Export Salesforce Reports to Microsoft Excel

Simplify your reporting process by exporting Salesforce reports to Microsoft Excel automatically. This enables easy data analysis and keeps your records up-to-date without manual intervention.

Scheduled Report Export

Triggers at scheduled intervals to export reports.

Export to Excel

Exports Salesforce reports to an Excel file.

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

or pick a common variation below

Add New Salesforce Leads to Microsoft Excel

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Sync Salesforce Case Notes to 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, "Export Salesforce reports to Microsoft Excel"

Export Salesforce reports 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.