Can I filter notes by case priority?

Yes, you can filter case notes by priority level. Specify the priority levels you're interested in, and the automation will log only those notes.

Can I sync only resolved case notes?

Yes, DryMerge offers the option to sync only notes from resolved cases. Just specify that you want to include only these notes, and the automation will handle the rest.

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

Customer support teams and managers use this automation to maintain a comprehensive log of case notes, facilitating the tracking and analysis of support interactions and resolutions.

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Microsoft Excel + Salesforce

Sync Salesforce Case Notes to Microsoft Excel

Ensure all case notes from Salesforce support cases are synchronized to a Microsoft Excel sheet. This automation helps support teams keep detailed records of case interactions for better monitoring and analysis.

New Case Note

Triggers when a new case note is added in Salesforce.

Log Case Note

Adds the new case note to a Microsoft Excel sheet.

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

or pick a common variation below

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How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Sync Salesforce case notes to Microsoft Excel"

Sync Salesforce case notes 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.