Can I filter data by team member?

Yes, you can filter data by team member. Specify the team members whose data you're interested in, and only their performance metrics will be included in the Excel sheet.

Can I include custom performance metrics?

Yes, you can specify any custom metrics you want to track, and DryMerge will include them in the Excel sheet.

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

Sales managers and team leads use this automation to monitor performance against sales goals, helping them to motivate the team and adjust strategies as needed.

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Microsoft Excel + Salesforce

Manage Sales Team Goals in Microsoft Excel using Salesforce Data

Set and track sales team goals using data from Salesforce in Microsoft Excel. This helps in understanding whether the team is on track to meet targets and where improvements are needed.

New Salesforce Data

Triggers when new sales data is updated in Salesforce.

Update Sales Goals

Updates sales team goals in your Excel sheet.

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

or pick a common variation below

Track Salesforce Marketing Campaigns in Microsoft Excel

Microsoft Excel + Salesforce

Transfer Salesforce Quota Attainment Data to Microsoft Excel

Microsoft Excel + Salesforce

Update Microsoft Excel with Salesforce Event Logs

Microsoft Excel + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Manage Sales team goals in Microsoft Excel using Salesforce data"

Manage Sales team goals in Microsoft Excel using Salesforce data

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.