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Microsoft Excel 365 and Salesforce integration
Save yourself the work of writing custom integrations for Microsoft Excel 365 and Salesforce and use n8n instead. Build adaptable and scalable Data & Storage, Productivity, workflows that work with your technology stack. All within a building experience you will love.
How to connect Microsoft Excel 365 and Salesforce
Create a new workflow and add the first step
In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.
Popular ways to use the Microsoft Excel 365 and Salesforce integration
Build your own Microsoft Excel 365 and Salesforce integration
Create custom Microsoft Excel 365 and Salesforce workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.
Microsoft Excel 365 supported actions
Append
Add rows to the end of the table
Convert to Range
Convert a table to a range
Create
Add a table based on range
Delete
Delete a table
Get Columns
Retrieve a list of table columns
Get Rows
Retrieve a list of table rows
Lookup
Look for rows that match a given value in a column
Add Sheet
Add a new sheet to the workbook
Delete
Delete workbook
Get Many
Get workbooks
Append
Append data to sheet
Append or Update
Append a new row or update the current one if it already exists (upsert)
Clear
Clear sheet
Delete
Delete sheet
Get Many
Get a list of sheets
Get Rows
Retrieve a list of sheet rows
Update
Update rows of a sheet or sheet range
Salesforce supported actions
Add Note
Add note to an account
Create
Create an account
Create or Update
Create a new account, or update the current one if it already exists (upsert)
Delete
Delete an account
Get
Get an account
Get Many
Get many accounts
Get Summary
Returns an overview of account's metadata
Update
Update an account
Create
Create a attachment
Delete
Delete a attachment
Get
Get a attachment
Get Many
Get many attachments
Get Summary
Returns an overview of attachment's metadata
Update
Update a attachment
Add Comment
Add a comment to a case
Create
Create a case
Delete
Delete a case
Get
Get a case
Get Many
Get many cases
Get Summary
Returns an overview of case's metadata
Update
Update a case
Add Contact To Campaign
Add contact to a campaign
Add Note
Add note to a contact
Create
Create a contact
Create or Update
Create a new contact, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Get Summary
Returns an overview of contact's metadata
Update
Update a contact
Create
Create a custom object record
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a custom object record
Get
Get a custom object record
Get Many
Get many custom object records
Update
Update a custom object record
Upload
Upload a document
Get Many
Get many flows
Invoke
Invoke a flow
Add Lead To Campaign
Add lead to a campaign
Add Note
Add note to a lead
Create
Create a lead
Create or Update
Create a new lead, or update the current one if it already exists (upsert)
Delete
Delete a lead
Get
Get a lead
Get Many
Get many leads
Get Summary
Returns an overview of Lead's metadata
Update
Update a lead
Add Note
Add note to an opportunity
Create
Create an opportunity
Create or Update
Create a new opportunity, or update the current one if it already exists (upsert)
Delete
Delete an opportunity
Get
Get an opportunity
Get Many
Get many opportunities
Get Summary
Returns an overview of opportunity's metadata
Update
Update an opportunity
Query
Execute a SOQL query that returns all the results in a single response
Create
Create a task
Delete
Delete a task
Get
Get a task
Get Many
Get many tasks
Get Summary
Returns an overview of task's metadata
Update
Update a task
Get
Get a user
Get Many
Get many users
Microsoft Excel 365 and Salesforce integration details
Microsoft Excel 365
Microsoft Excel is the most famous spreadsheet tool in the world. It is developed by Microsoft as part of their Office Suite. It is widely used by individuals, professionals, developers, and companies for many uses in statistics, accounting, data analysis, etc.
Microsoft Excel 365 node docs + examples
Microsoft Excel 365 credential docs
See Microsoft Excel 365 integrations
Related categories
Other integrations with Microsoft Excel 365
Other integrations with Salesforce
FAQs
FAQ
Can Microsoft Excel 365 connect with Salesforce?
Can I use Microsoft Excel 365’s API with n8n?
Can I use Salesforce’s API with n8n?
Is n8n secure for integrating Microsoft Excel 365 and Salesforce?
How to get started with Microsoft Excel 365 and Salesforce integration in n8n.io?
Need help setting up your Microsoft Excel 365 and Salesforce integration?
Discover our latest community's recommendations and join the discussions about Microsoft Excel 365 and Salesforce integration.
Is anyone working on improving the Excel node? The current limitations seem to me to be massive when it comes to tables and simple actions like creation and overwrite
Elliot Smart
I’m just wanting to understand if n8n is going to be useful for dealing with a number of critical excel files that are created by another process but which have to have additional data processing over the top of them. I…
Excel Node is not loading ANY files
Colton Haseltine
Describe the problem/error/question I’m running n8n self hosted and I’ve created an excel credential following the steps on n8n docs. The credential is made but when I try to select a workbook, nothing loads. It says “No…
ObjectHandle is Invalid in Microsoft Excel nodes
n8ndev123
Hi, Hi everyone, I’m experiencing an intermittent issue with the Microsoft Excel node in n8n. Setup Node: Microsoft Excel Operation: Append row to table n8n: 2.4.6 (self-hosted) Node version: v2.2 Storag…
Help getting the MCP trigger to pass a variable into an http request tool
trijste
I’m trying to build an MCP server that has access to my Salesforce org, but only at the schema and describe object level, ideally to provide more information for building out SOQL queries using custom fields from custom …
Salesforce platform events capture - to trigger N8n flow
DV
I could not find node of trigger type, which will start workflow when “platform event is publishjed from salesforce”. I am looking for support in n8n to listen to platform event as soon as published by SalesForce.
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Why use n8n to integrate Microsoft Excel 365 with Salesforce
Build complex workflows, really fast
