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Customize your Excel and SuccessFactors integration with the following
triggers and actions.
Triggers
When this happens…
SuccessFactors
- New or updated objectNew or updated records in SuccessFactors
- New or updated objects in batch BatchNew/Updated records in batch in SuccessFactors
Any other trigger you can think up
Actions
Do this…
Excel
- Custom actionCustom action in Excel (Custom)
- Add rows in batch BatchAdd rows in batch in Microsoft Excel
- Add a tableAdd a table in Microsoft Excel
- Add a worksheetAdd a worksheet in Microsoft Excel
- Delete a rowDelete a row in Microsoft Excel
- Get cells BatchGet cells from range in Microsoft Excel
- Get rows BatchGet rows from table in Microsoft Excel
- List tables BatchList tables in Microsoft Excel
- List worksheets BatchList worksheets in Microsoft Excel
- Search workbooks BatchSearch workbooks in Microsoft Excel
- Update a rowUpdate row in Microsoft Excel
Any other action you can think up
SuccessFactors
- Custom actionCustom action in SuccessFactors (Custom)
- Search records using OData query BatchSearch records using OData query in SuccessFactors
- Create recordCreates a record in SuccessFactors
- Get record detailsGet record details in SuccessFactors
- Merge recordMerge record in SuccessFactors
- Search records BatchSearch for records in SuccessFactors
- Update recordUpdate record in SuccessFactors
- Upsert records BatchUpsert records in SuccessFactors
- Upsert recordUpsert record in SuccessFactors
Any other action you can think up
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