Question

How do I create a Zap to export data from Salesforce to Excel

  • 28 September 2023
  • 1 reply
  • 124 views

Hi everyone!

I'm trying to create a flow to export data from Salesforce to Excel and it's not easy at all. What I’m looking for is updating certain cells in excel once the related field in the Salesforce account in updated. Do you have any idea of the specific steps I have to follow?

Thanks


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1 reply

Userlevel 7
Badge +14

Hi @CarolaR 

Good question.

Try these Zap steps: