Can I filter for high-priority tasks?

Yes, you can filter tasks by priority level. Just specify the priority levels you want to track, and the automation will only log those tasks.

Can I use this with Asana instead of Microsoft Excel?

Yes, you can use this with Asana instead of Microsoft Excel. Describe the changes you need to make, and DryMerge will adjust your automation accordingly.

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

Project managers and team leads use this automation to ensure all tasks are tracked and managed efficiently, helping to oversee project progress and team performance.

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Microsoft Excel + Salesforce

Track Salesforce Tasks in Microsoft Excel

Stay on top of your tasks by logging all new and updated tasks in Salesforce to a Microsoft Excel sheet. This can help you manage your to-do list and ensure nothing slips through the cracks.

New Task Created

Triggers when a new task is added to Salesforce.

Log Task to Sheet

Adds the new task details to your Excel worksheet.

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 DryMerge works

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

Track Salesforce tasks in Microsoft Excel

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Track Salesforce tasks in 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.