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edokid

 
Member Since: Aug 28, 2004
Posts: 232
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Hey everyone not sure if this is possible or if there's an app or way to do this in Automator but here's my situation. I use Salesforce.com for our CRM. I need to frequently copy a few items from Salesforce and paste it into an Excel file as a new row. So for example Salesforce may be set up with two columns:

Account Name............................Opportunity Amount
Sales Rep..................................Order Type
Install Date................................Contract Term

Etc. Those are always in the same spot in Salesforce, or could be if I had the screen maximized. In Excel, I have a workbook with then basically 6 columns:

Account Name...Opportunity Amount...Sales Rep...Order Type

etc.

I want a way that I can go into an opportunity in Salesforce, press a script or application, and have it copy those 6 fields, and then paste them into a new row in the Excel workbook to save me having to manually copy and paste each one. So basically like a Macro I guess but not sure if Automator can do that or if anyone has any suggestions?
QUOTE Thanks