Google Sheets + Salesforce Integration

Query from Salesforce into Google Sheets  or Post data from Google Sheets into Salesforce

What is Sheet Director?

Sheet Director is a Google Workspace 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 Google Workspace Marketplace. Please check the 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 contacts from Salesforce objects and store it into a spreadsheet - Query

> Push contacts from spreadsheet to Salesforce - Post


Sheet Director

Google Sheets

Demo Video: How to integrate Google Sheets & Salesforce?

Setting up Salesforce in Sheet Director

Choose App and Service:

Salesforce to Google Sheet - Query


Destination Settings:

Scheduler Settings:

Notification Settings:

Sample Output

Google Sheet to Salesforce - Post


Source Sheet

(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)


Sample Output

It will show the count of number of records posted successfully and failed to post.

Google Sheet to Salesforce - Sync

Synchronize settings:

Synchronization Keys:

The keys will be used for matching rows in Google Sheets with data in Salesforce.

Conflict Resolution: 

Salesforce Wins: Latest data from Salesforce will be updated in Google Sheets.

Google Sheet Wins: Latest data from Google Sheets will be updated in Salesforce.

Note: The major requirement in synchronization is the synchronize keys. If any of the keys is not having a value in the Google Sheet then Sheet Director will create it first and then the service will be executed.

Salesforce Wins

Sample Output

Google Sheet Wins

Sample Output

Frequently Asked Questions

What does the "invalid_grant" error with an expired access/refresh token indicate? 

The "invalid_grant" error typically occurs when there are issues with the authentication process in Salesforce, specifically related to expired access or refresh tokens.

What are the common causes of the "invalid_grant" error, and how can it be fixed?

There are a few common causes for the "invalid_grant" error with an expired access/refresh token

Temporary Solution: Disconnecting and connecting again will seem to resolve the issue for certain period

Exceeding Access Grants Limit: 

Salesforce limits the number of access grants for a Connected App to 5 per user. If a user exceeds this limit, the oldest approval will be automatically revoked. For more information, check out this article: Manage OAuth-Enabled Connected Apps Access to Your Data - Salesforce.

Immediately Expire Refresh Token" Enabled

Solution: Ensure that the "Refresh token is valid until revoked" option is selected. You can find this setting in your Salesforce account under Settings Apps → Connected Apps → Manage Connected Apps → {{ Sheet Director or App Name }} → Edit Policies.

Make sure the Refresh token is valid until revoked is selected.