Salesforce

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.

Setup

• 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.

• Click Execute to execute the services.

• Click Save to save the services.

Entity

• 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.

Source Sheet

• 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)

Mapping

• 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 the count of number of records posted successfully and failed to post.

• Choose the spreadsheet to store data.

• Select the required cell value.

• Select the Status column

• If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)

• Select the Result column

• If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)

Sample Output

• The Status column in the Google Sheets shows the status of the data.

• The newly updated data will be marked as Synced Successfully.

• The old data that already exists will be marked as Already Synchronized.

• Select the sheet to store the output.

• Select the Status column

• If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)

• Select the Result column

• If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)