See llms.txt for all machine-readable content.

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.

Get Started See n8n in action

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.

Microsoft Excel 365 and Salesforce integration: Create a new workflow and add the first step

Create Salesforce accounts based on Excel 365 data

This workflow shows a no code approach to creating Salesforce accounts and contacts based on data coming from Excel 365 (the online version of Microsoft Excel). For a version working with regular Excel files check out this workflow instead. image.png To run the workflow: Make sure you have both Excel 365 and Salesforce authenticated with n8n. Have a Microsoft Excel workbook with contacts and their account names ready: image.png Select the workbook and sheet in the Microsoft Excel node of the workflow, then configure the range to read data from: image.png Hit the Execute Workflow button at the bottom of the n8n canvas: image.png Here is how it works: The workflow first searches for existing Salesforce accounts by name. It then branches out depending on whether the account already exists in Salesforce or not. If an account does not exist yet, it will be created. The data is then normalised before both branches converge again. Finally the contacts are created or updated as needed in Salesforce.

Get started with this workflow

Popular ways to use the Microsoft Excel 365 and Salesforce integration

Create Salesforce accounts based on Excel 365 data

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

Salesforce supported actions

Microsoft Excel 365 and Salesforce integration details

Microsoft Excel 365

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.

Related categories

Salesforce

Salesforce

Salesforce is one of the best cloud-based CRM (Customer Relationship Management) platform. It is an integrated CRM that provides a single shared view of each customer for all the departments within an organization, such as Marketing, Sales, Commerce, and Service.

Related categories

Other integrations with Microsoft Excel 365 and Salesforce

With Microsoft Excel 365

With Salesforce

Supercharge your CRM

Need a more powerful integration with your CRM? n8n lets you go beyond standard integrations offered by popular CRMs!

Learn more

Microsoft Excel 365 and Salesforce integration tutorials

FAQ about Microsoft Excel 365 integrations

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.

  • Elliot Smart

    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…

    Open topic
  • Colton Haseltine

    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…

    Open topic
  • n8ndev123

    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…

    Open topic
  • trijste

    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 …

    Open topic
  • DV

    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.

    Open topic

Looking to integrate Slack and VirusTotal in your company?

Contact Sales

Trusted by teams building smarter workflows

Why

Why use n8n to integrate Microsoft Excel 365 with Salesforce

Handle branching, merging and iteration easily. Pause your workflow to wait for external events.

Re-run single steps to test changes in no time. And pin your data to avoid generating trigger events every time you execute.

Your data is displayed alongside your settings, making edge cases easy to track down.

Use 1000+ workflow templates available from our core team and our community.

Copy and paste, easily import and export workflows.

  • n8n makes complex workflows easy to build, and versatile enough for me to add my own 'secret sauce.'

    Danny Melamed

  • I have found the holy grail of automation.

    Luisa Vidal

  • n8n’s integration with third-party services is absolutely mind-blowing. It’s like a Swiss army knife for automation.

    Felix Leber

  • n8n is the tool that turns 'I have an idea' into 'it's running in production' faster than anything else.

    Ric Neves

  • Anything is possible with n8n. I think the cloud version is great, they are doing amazing stuff.

    Robyn Tindall

  • n8n’s integration with third-party services is absolutely mind-blowing. It’s like a Swiss army knife for automation.

    Nanbing

  • Thank you to the n8n community. I did the beginners course and promptly took an automation WAY beyond my skill level.

    Charley Mann

  • I love the flexibility of n8n and how it lets different applications work together in a single workflow.

    Ray Fourie

  • n8n is the glue that holds many of our systems together.

    Paul Cook

  • I can move fast, go deep when things get complex, and never feel boxed in.

    Ali Mazloum

Simple enough to 
understand + sophisticated 
enough to ship

Start building