Forum Discussion
sifar4ever
Sep 01, 2021Copper Contributor
Refresh Salesforce data into an Excel file on Sharepoint on daily/weekly schedule and automate tabs
Hi, I am pulling Salesforce objects data via power query into an Excel 365 file kept in a sharepoint folder. Right now, to update the file at scheduled times, i have to open the online file in Excel...
Sfwannabe
Jun 15, 2022Copper Contributor
sifar4ever did you manage to fulfil your aim on this? I would like to do the same.
I tried MD lists in Teams m Sharepoint and sort of works with a bit of work, but straight in to excel would be nice.