Refresh Salesforce data into an Excel file on Sharepoint on daily/weekly schedule and automate tabs

%3CLINGO-SUB%20id%3D%22lingo-sub-2708493%22%20slang%3D%22en-US%22%3ERefresh%20Salesforce%20data%20into%20an%20Excel%20file%20on%20Sharepoint%20on%20daily%2Fweekly%20schedule%20and%20automate%20tabs%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-2708493%22%20slang%3D%22en-US%22%3E%3CP%3EHi%2C%3C%2FP%3E%3CP%3EI%20am%20pulling%20Salesforce%20objects%20data%20via%20power%20query%20into%20an%20Excel%20365%20file%20kept%20in%20a%20sharepoint%20folder.%20Right%20now%2C%20to%20update%20the%20file%20at%20scheduled%20times%2C%20i%20have%20to%20open%20the%20online%20file%20in%20Excel%20App%2C%20refresh%20power%20query%2C%20then%20do%20some%20manipulations%2C%20calculations%20to%20the%20sheets%20and%20then%20save%20and%20close%20it.%20What%20i%20want%20to%20do%20is%20automate%20it%3A%3C%2FP%3E%3CUL%3E%3CLI%3EPull%20Salesforce%20data%20into%20the%20closed%20Excel%20file%20kept%20on%20Sharepoint%20using%20Javascript%20API%2C%20instead%20of%20Power%20Query.%3C%2FLI%3E%3CLI%3ETrigger%20multiple%20hourly%2Fdaily%2Fweekly%20refreshes%20to%20Salesforce%20data.%3C%2FLI%3E%3CLI%3EAutomate%20some%20manipulations%2C%20calculations%20in%20online%20closed%20Excel%20file%20using%20Javascript%20API%20once%20a%20refresh%20is%20complete.%3C%2FLI%3E%3C%2FUL%3E%3CP%3ECan%20someone%20help%20here%20on%20how%20this%20can%20be%20achieved%3F%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-LABS%20id%3D%22lingo-labs-2708493%22%20slang%3D%22en-US%22%3E%3CLINGO-LABEL%3EExcel%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3EJavaScript%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3EOffice%20Apps%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3ESalesforce%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3ESharePoint%3C%2FLINGO-LABEL%3E%3C%2FLINGO-LABS%3E
Occasional Visitor

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 App, refresh power query, then do some manipulations, calculations to the sheets and then save and close it. What i want to do is automate it:

  • Pull Salesforce data into the closed Excel file kept on Sharepoint using Javascript API, instead of Power Query.
  • Trigger multiple hourly/daily/weekly refreshes to Salesforce data.
  • Automate some manipulations, calculations in online closed Excel file using Javascript API once a refresh is complete.

Can someone help here on how this can be achieved?

0 Replies