Execute Salesforce workflows with a click of a button in Excel

With XL-Connector 365 you can now execute workflows directly from a button click in your Excel spreadsheet. 

Let’s walk through an example where you must pull a list of Opportunities created in the last seven days. Instead of manually querying the data each week, we will set up a clickable button in Excel to automatically refresh this data using XL-Connector 365.

Step 1: Use SOQL Query to Retrieve Weekly Data

Open XL-Connector 365 from the Home ribbon in Excel and select the SOQL Query option from the Import data menu.

Write a SOQL query to retrieve opportunities created in the last seven days:

SELECT Id, Name, Amount, CloseDate, StageName FROM Opportunity WHERE CreatedDate = LAST_N_DAYS:7

Also, add the Last Timestamp and run the query to pull the data in your Excel sheet.

Step 2: Create a New Custom flow

Go to the Flows tab in XL-Connector 365 and click on New Flow. Configure the range for the Run button that will be triggered when clicked. Once configured, save the flow for future use.

Step 3: Move the Opportunity Data Step to the New Flow

Move the step that retrieves the opportunity data into the custom flow. This step ensures that your button triggers the correct query to refresh the data.

Step 4: Test the Button

Click the button to test the flow. XL-Connector 365 should automatically refresh the data in your Excel sheet, pulling the latest opportunities created in the last seven days.

Save the Excel file, which now includes an automated button for future use.

By creating buttons to refresh or upload data in bulk, we can automate routine updates or inserts and handle large datasets more efficiently. This approach ensures teams have the latest information without manually running queries, improving data management.