Salesforce Connector for Google spreadsheet add-on seamlessly integrates Salesforce with Google Sheets, providing powerful functionality to enhance your workflow. In this article, we will discuss How to integrate Google spreadsheet with Salesforce. With this tool, you can perform four key operations on your Salesforce data:
- Import Salesforce Reports: Easily pull in Salesforce reports directly into your Google Sheetsᵀᴹ. This streamlines the process of working with your Salesforce data in a familiar spreadsheet environment.
- Custom Data Queries or SOQL Import: Retrieve Salesforce data based on custom queries or SOQL (Salesforce Object Query Language). This flexibility allows you to tailor the data import to your specific needs.
- Insert/Update Changes to Salesforce: Make real-time updates to your Salesforce records directly from Google Sheets. Whether you’re adding new data or modifying existing entries, the add-on ensures seamless synchronization between the two platforms.
- Data Refresh: Keep your data up-to-date by manually refreshing it in Google Sheets or setting up automatic refresh intervals. This feature ensures that you always have the latest information at your fingertips.
- Delete Data from Salesforce: Efficiently manage your Salesforce records by deleting data directly from Google Sheetsᵀᴹ. This capability enhances data cleanup processes and ensures data consistency between platforms.
Follow the steps below to integrate Google spreadsheet with Salesforce.
- Open a spreadsheet.
- Navigate to Extensions-Add-ons-Get add-ons.
- Search for Salesforce
- Follow the installation steps of Salesforce Connector by Google. For detailed instructions click Import, edit & sync Salesforce data with Google Sheets – Computer – Google Docs Editors Help.
- Now you can see ‘Salesforce Connector’ in the Extensions dropdown
- Click on the right arrow and Click to enable add-on.
- Now the Connector is enabled, Click open.
- The Salesforce Data connector will be visible on the extreme right side of the Google spreadsheet.
- You can choose any of the 5 operations listed in the Connector window.
- When importing data from Salesforce to the spreadsheet, you will have two options, either import to a new sheet or import to an active sheet.
- If you choose the later, the data in the current sheet will be replaced by the newly imported data.
Below shows a report we imported from Salesforce. The ‘Loan purpose’ field is vacant for several records. We must perform an update operation to mass update these records.
- We have updated the Loan purpose column with ‘Purchase’ for 46 records.
- Now select ‘Update’. We will be able to see the rows and the number of rows in which the update operation is going to take place.
- For the object type, select ’Loan’.
- Specify the Id Column and the column in which results of the update to be displayed.
- Click ‘Next’.
- Map the columns of the sheet to the object fields.
- We have chosen Loan purpose column to the ‘Loan purpose’ field.
- Click ‘Execute’.
- In column F, we can see the results of the update operation.
- Now open the Report in Salesforce and refresh it once.
- We can see the Loan purpose column is updated.
Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.
