Set Up a Microsoft 365 Excel Online Connection (Beta)

Set up the Microsoft 365 Excel Online Connector connection to start the flow of data into Data Cloud.

This feature is a Beta Service. A customer may opt to try a Beta Service in its sole discretion. Any use of the Beta Service is subject to the applicable Beta Services Terms provided at Agreements and Terms. If you have questions or feedback about this Beta Service, contact the Data Cloud Connector team at datacloud-connectors-beta@salesforce.com.

User Permissions Needed
To create a connection:	System Administrator

Before you begin:

Enable the Beta connector through the feature manager. See Enable Data Cloud Features.
Verify your admin has enabled firewalls on the system you want Data Cloud to connect to by including these IP addresses to your allowlists.
Set up OAuth based authentication for OpenID or for Microsoft.
Create external and named credentials.

In Data Cloud, click Setup, and select Data Cloud Setup.
Under External Integrations, select Other Connectors.
Click New.
On the Source tab, select Microsoft 365 Excel Online and click Next.
Enter a connection name, connection API name, and provide the authentication and connection details.
For Authentication Details, select the Named Credential that you want to use from the dropdown.
1. Optionally, for the SSL Server Certificate, enter the certificate string or upload the string as a .pem file.
For Connection Details, provide details for the following parameters.
1. For Azure Tenant, enter the tenant ID of the OAuth Azure App you are using.
2. For Azure Environment, select Global or China from the dropdown
3. For Define Tables, assign table names to ranges. Form: [Table Name]=[Catalog].[Schema].[{Workbook Name}_{Worksheet Name}!{Range}].
4. For Workbook, enter the name or ID of the workbook.
5. For Drive, enter the ID of the drive.
6. For SharePoint URL, enter the base URL of your SharePoint Server.
To review your configuration, click Test Connection.
Click Save.

After the connector details are accepted, the connection is created and listed under Connectors. You can now create data streams.