Author: Dilsha Khan
This blog will help you understand on how to Import, edit & sync Salesforce data with Google Sheets
Aim:
Import, edit & sync Salesforce data with Google Sheets
Explanation:
Get the add-on
Before you can import, update, or delete Salesforce data with Google Sheets, set up the add-on.
Step 1: Download add-on
1. Open a sheet in Google Sheets.
2. At the top, click Extensions Add-ons Get add-ons.
3. In the top right search bar, search for “Salesforce Connector”
4. Next to the add-on, click Add .
Step 2: Connect to Salesforce
1. If you haven’t yet, open a sheet in Google Sheets.
2. At the top, click Extensions Data connector for Salesforce Login to Salesforce.
Or
Click Extensions Add-ons View Document add-ons
3. Click Continue.
4. Click Allow.
5. From the dropdown menu, choose the Salesforce environment you want to sign in to.
6. Click Authorize.
7. Sign in with your Salesforce username and password.
8. Success screen
Import, update & delete data
Import data:
You can copy data from Salesforce to a Google spreadsheet.
1. Open a sheet in Google Sheets.
2. At the top, click Extensions Data connector for Salesforce Open.
3. At the right, choose an option:
- Reports: Bring in an existing Salesforce report into your spreadsheet.
- Import: Import data from Salesforce using our query builder or SOQL.
4. Type your source report, object, field or filter into the search bar.
- Reports: Choose to import your report to an existing sheet or a new sheet.
- Import: Add up to 5 source objects, fields, and filters.
5. Click Get data or Done.
6. Please note that the Data will be imported of only those fields which are added in report
Update & delete data:
Important: The add-on can be used to update or delete changes made in Google Sheets in your Salesforce account; use with caution.
Update data
Refresh data
Delete data