Salesforce to Google Sheets: Query from Salesforce into Google Sheets or Post data from Google Sheets into Salesforce using Sheet Director.
What is Sheet Director?
Sheet Director is a G Suite add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho,Zendesk etc.
It is available in the G Suite Marketplace and Chrome Web Store. Please check Installation instructions to install the add-on.
What is Salesforce?
Salesforce Sales Cloud – The Sales Cloud is a CRM platform that enables you to manage your organization's sales, marketing and customer support facets. ... You can use this platform to exchange data and images in real time.
Salesforce to Google Sheets: Use Case(s)
> Pull all contacts from Salesforce objects and store it into a spreadsheet.
> Push all contacts from spreadsheet to Salesforce.
Setting up Salesforce in Sheet Director
Choose App and Service:
Mention the required service name.
Select Salesforce from the list of applications.
Select service as Query.
Click on Connect to Salesforce to authenticate to Salesforce.
Click Allow to allow Salesforce to grant access to Sheet Director.
Salesforce to Google Sheet - Query
If Salesforce is connected successfully the following screen appears.
Select the required entity
Select the Filters as required.
Filters include fields, matches, value.
Select the maximum result that is required.
Select the destination sheet to save the data or create a new sheet by clicking the Add new icon.
Switch on Include Header if required.
Switch Clear Sheet before execution to clear the old sheet data before execution.
Switch on Notify on Execution.
Click Setup Email Template to customize the email structure as required.
Click Pick Drive Files to attach files from drive to email.
Switch On Add attachments from Google Sheet to attach sheet tabs to email.
Select Full Sheet or Range.
If Range is selected mention the required rage of values.
Switch on Embed as Inline Table if the content should be send in inline table (embedded in the body of email)
Switch on Ignore empty rows if empty rows needs to be ignored.
Switch on Attach PDF if the content should be send as a PDF file.
Click Execute to execute the services.
Click Save to save the services.
Google Sheet to Salesforce - Post
Select the entity object that you need to post to
Select Apply Template or Setup Mapping
Select Apply Template to add a default template.
Select Setup Manually to select manually.
Choose the sheet that contains post records.
Enter the Start at cell value
(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)
Select the Status column
If status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in Spreadsheet)
Select the Result column
If result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in Spreadsheet)
After selecting the entity it will ask for intelligent mapping
If you need to do intelligent mapping click on yes
Intelligent mapping will map the matching fields automatically
You can do manual mapping by selecting Column drop down
You can delete the field by click on delete icon on top of each filed map
You can't delete mandatory* fields
Click on execute will ask for confirmation
Click save to save the service
It will show number of records ready to post
Click post now to post the records on Salesforce
It will show the count of number of records posted successfully and failed to post.