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Automate Your Business Processes with Salesforce Flow
Microsoft Excel Connector

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Microsoft Excel Connector

Connect to an external Microsoft Excel account. Perform tasks like adding or retrieving rows. Use Microsoft Excel as a data source (trigger) or a data target (action).

Required Editions

View supported editions.
This feature requires the MuleSoft for Flow: Integration add-on. Exceptions are segment-triggered flows, activation-triggered flows, and broadcast flows, which don't require the MuleSoft for Flow: Integration add-on. Professional Edition requires the API access add-on. To purchase an add-on, contact your Salesforce account executive.
MuleSoft for Flow: Integration features used with Agentforce require the Foundations or Agentforce 1 edition. To purchase these editions, contact your Salesforce account executive.
Note
Note You can edit or delete connections only in the Automation app.

Connections

Connect to a source or target system by using its standard connection or an existing external named credential. You can connect to multiple systems within a flow and reuse each connection. You can create connections in the Integrations tab or in Flow Builder.

Standard Connection

This system uses OAuth2ClientCredentials authentication.

OAuth2ClientCredentials authentication obtains an access token from a user-defined path.

This system requires this credential information for its connections.

FIELD DESCRIPTION
Connection Name

Enter a unique connection name that helps you remember the details of this connection. Salesforce hides the credentials after you create the connection. Reuse connections as needed.

Anyone with the Manage Integration Connections permission can see and use all connections in the org.
ClientId

Enter the OAuth client ID to use to authenticate the requests.
ClientSecret

Enter the OAuth client secret to use to authenticate the requests.
URL

Enter the URL to use to authenticate the requests.
Scope

Enter the scopes that the client can access.
Token URL

Enter the URL to use to get an access token.

Named Credential Connection

Select a pre-existing named credential from Setup to use for your external system connections.

Before connecting to your external system with a named credential, first create or use an existing authenticated named credential and external credential that is enabled for your users.

To ensure a successful connection for use in a flow, use only one principal for each named credential.

  • Use the same name for the named credential and its related objects, such as the external credential and external authentication identity providers. Labels for these objects can differ.
  • Assign the user creating the connection the required user permission for the principal. Without this permission, the connection test fails and the connection remains inactive.
Important
Important

When you create a connection with an existing named credential, note these behaviors:

  • Manage the named credential’s read-only details in Setup, not the Integrations tab. On the Integrations tab, you can only edit the connection's Connection Name and Description.
  • Perform reconnections for the named credential in Setup. The Reconnect button isn’t visible on the Details page.
  • Delete associated named credentials in Setup. Deleting a connection doesn't remove the credential.

Triggers

A trigger initiates the flow when a specified event occurs. Triggers are important for automating business processes because they react to real-time data changes in various systems. For more information about triggers, refer to Create a Flow with a Connector as a Trigger.

These Microsoft Excel triggers are available in Flow Builder.

  • On New Spreadsheet

Actions

An action performs a specific task or operation within a target system. Use actions to automate tasks across different systems without manual intervention, based on conditions set in the flow. For more information about actions, refer to Create a Flow with a Connector as an Action.

These Microsoft Excel actions are available in Flow Builder.

  • Add Table
  • Add Table Row
  • Add Worksheet
  • Delete Table
  • Delete Worksheet
  • Get Range
  • Get Range Row
  • Get Table By ID
  • Get Table Row By ID
  • Get Used Range
  • Get Worksheet By ID
  • Insert Range
  • List Table Rows
  • List Tables
  • List Worksheets
  • Update Range
  • Update Table
  • Update Table Row
  • Update Worksheet
Tip
Tip For more information about the API, see the external system's API documentation.
Important
Important

For information about specific limitations for connections and third-party connectors, see MuleSoft for Flow: Integration Limits & Considerations.

 
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