Salesforce

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.

Salesforce

Sheet Director

Google Sheets

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


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.


Destination Settings:

  • Configure the destination settings to save the executed data.

Scheduler Settings:

  • Switch on Run automatically to execute services automatically in background.

Notification Settings:

  • Configure the Notification settings to setup the email templates and add attachments.

  • Click Execute to execute the services.

  • Click Save to save the services.

Sample Output

Google Sheet to Salesforce - Post

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 number of records ready to post

  • Click post now to post the records on Salesforce

Sample Output

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