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.

Home Contact Pricing Apps Blog

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

Add New Salesforce Leads to Microsoft Excel

Microsoft Excel + Salesforce

Sync Salesforce Contacts with Microsoft Excel

Microsoft Excel + Salesforce

Export Salesforce Reports 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, "Track Salesforce tasks in Microsoft Excel"

Track Salesforce tasks in 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.