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moonunit11
Level: Power Up

Automatically Update an Excel Spreadsheet when specific Salesforce records are modified

I am trying to set up a flow between Salesforce and Excel. I have a list of 200 Salesforce Account ID's and I want to update an excel spreadsheet every time someone logs an activity for those accounts in Salesforce. Is it possible to achieve this?
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Community Support Team
Community Support Team

Re: Automatically Update an Excel Spreadsheet when specific Salesforce records are modified

Hi @moonunit11,

 

Sorry for that Salesforce is not available on my side. No specific action can be provided. There is a workaround for you, maybe you could use it as a reference.

First you could create an Excel table and insert all the records into this Table. This can also be implemented with Flow, create an Excel table, and add the corresponding columns.

Use Get records, configure object type, get all the records, and then configure Add a row into a table action.

Then configure the Flow you mentioned, you could use "When a record is modified" as trigger, select the corresponding Object type.

Then configure Get a row, select key column that can be used as the unique key, fill Dynamic content of the column output by the trigger into the value, get the Row id (_PowerAppsId_), and fill the corresponding column with the Dynamic content of the column to be updated.

Please take a try.

 

Best Regards,

Barry

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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