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.

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How DryMerge works

DryMerge lets you automate work between apps with plain English. Here's how it works.

Export Salesforce reports to Microsoft Excel

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Export Salesforce reports to Microsoft Excel"

Sure! Connecting

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.

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

Supported triggers and actions

DryMerge creates workflows that connect your apps to automate repetitive tasks. Triggers are events that start automations, and actions are operations that DryMerge performs.

New Row Added

Triggers when a new row is added to a specified worksheet

Row Updated

Triggers when a row is updated in a specified worksheet

New Worksheet Created

Triggers when a new worksheet is created in a specified workbook

New Workbook Created

Triggers when a new workbook is created

Cell Updated

Triggers when a cell is updated in a specified worksheet

Create Row

Creates a new row in a specified worksheet

Update Row

Updates an existing row in a specified worksheet

Delete Row

Deletes a row from a specified worksheet

Read Row

Reads details of a row in a specified worksheet

About 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.

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About 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.