Overview
Power Automate enables seamless integration with Salesforce, allowing businesses to automate processes, sync data, and improve productivity. With Power Automate + Salesforce, you can:
Automate lead creation and updates
Sync Salesforce data with Microsoft 365 (Excel, Outlook, SharePoint, Teams, etc.)
Trigger workflows based on Salesforce events
Send automated notifications and emails
Update Salesforce records from external sources
1️⃣ Benefits of Power Automate + Salesforce Integration
Eliminate Manual Data Entry – Automate data updates across platforms.
Improve Sales Efficiency – Sync leads, accounts, and opportunities automatically.
Real-Time Notifications – Get instant alerts when Salesforce records change.
Multi-App Connectivity – Connect Salesforce with Microsoft 365, Google Workspace, databases, and more.
Enhanced Reporting – Export Salesforce data to Power BI for deeper analytics.
2️⃣ Setting Up Power Automate with Salesforce
Requirements
✔ Power Automate License (included in Microsoft 365 or standalone)
✔ Salesforce Account (with API access)
✔ Salesforce Connector in Power Automate
How to Connect Power Automate to Salesforce
1️⃣ Go to Power Automate
2️⃣ Click “Create” → Select “Automated cloud flow”
3️⃣ Choose a Salesforce trigger (e.g., “When a record is created”)
4️⃣ Sign in with your Salesforce credentials
5️⃣ Add actions to interact with Salesforce data
6️⃣ Save and Test the Flow
Example: Sync new Salesforce leads to an Excel spreadsheet automatically.
3️⃣ Power Automate Triggers for Salesforce
| Trigger Name | When It Runs | Example Use Case |
|---|---|---|
| When a record is created | A new record is added in Salesforce | Sync new leads to SharePoint |
| When a record is updated | An existing Salesforce record changes | Notify sales reps about deal updates |
| When a record is deleted | A Salesforce record is removed | Log deleted records in an archive |
| When an object event occurs | Any event related to Salesforce objects | Track changes in customer accounts |
Example:
Trigger: “When a new opportunity is created”
Flow: Notify the sales team via Teams or Outlook.
4️⃣ Power Automate Actions for Salesforce
| Action Name | Purpose | Example Use Case |
|---|---|---|
| Create a record | Add a new record in Salesforce | Create a new lead from an online form |
| Update a record | Modify an existing Salesforce record | Sync customer updates from SharePoint |
| Delete a record | Remove a Salesforce record | Auto-delete duplicate contacts |
| Get records | Retrieve multiple records | Export leads to an Excel file |
| Find record | Search for specific records | Lookup an opportunity before creating a duplicate |
Example:
Action: “Create a record”
Flow: Capture website form submissions and add them as Salesforce leads.
5️⃣ Automating Workflows with Power Automate + Salesforce
Example 1: Syncing Salesforce Leads to SharePoint
Scenario: When a new lead is added to Salesforce, automatically store the details in SharePoint.
1️⃣ Trigger: “When a new lead is created in Salesforce”
2️⃣ Action: Create a new SharePoint list item
3️⃣ Action: Send a Teams notification to sales managers
Use Case: Store and track Salesforce leads in SharePoint for collaboration.
Example 2: Sending Email Alerts for High-Value Opportunities
Scenario: Notify the sales director when an opportunity above $100,000 is created.
1️⃣ Trigger: “When a new opportunity is created”
2️⃣ Condition: “If amount > $100,000”
3️⃣ Action: Send an Outlook email notification
4️⃣ Action: Post a message in Microsoft Teams
Use Case: Ensure leadership is aware of high-value deals in real time.
Example 3: Syncing Salesforce Contacts with Outlook
Scenario: When a contact is updated in Salesforce, update it in Outlook contacts.
1️⃣ Trigger: “When a record is updated in Salesforce”
2️⃣ Action: Find the corresponding contact in Outlook
3️⃣ Action: Update the contact with new details
Use Case: Keep Salesforce and Outlook contacts in sync automatically.
Example 4: Logging Customer Interactions in Salesforce from Forms
Scenario: When a customer submits a feedback form, log it in Salesforce.
1️⃣ Trigger: “When a Microsoft Forms response is submitted”
2️⃣ Action: Create a new record in Salesforce
3️⃣ Action: Notify the customer support team in Teams
Use Case: Improve customer service by logging feedback instantly.
Example 5: Exporting Salesforce Data to Power BI for Reporting
Scenario: Extract Salesforce leads and opportunities into Power BI for advanced reporting.
1️⃣ Trigger: Scheduled (daily at 7 AM)
2️⃣ Action: Retrieve Salesforce lead and opportunity records
3️⃣ Action: Store data in an Excel file or Dataverse
4️⃣ Action: Power BI refresh to reflect updated data
Use Case: Automate Salesforce data exports for Power BI dashboards.