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?
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?