IMPORT, EDIT AND SYNC SALESFORCE DATA WITH GOOGLE SHEETS

Introduction to Syncing with Salesforce

There is a unique group of pros inn the Salesforce world who have discovered the power of using Google Sheets for their data cleaning tasks. This post aims to bring this lesser-known fact to light by outlining the specifics of how Google Sheets, when enhanced with add-ons like Flookup, can be a valuable asset in the Salesforce toolkit. If you’re a Salesforce professional dealing with data cleaning or someone interested in innovative data management solutions, this exploration might prove beneficial.

SOURCE: Google. (2018). "Import, edit & sync Salesforce data with Google Sheets". [Article] Google Workspace Learning Center. Available at: https://support.google.com/docs/answer/9073952 [Accessed 26 May 2023]

Step 1: Download add-on

Open a sheet in Google Sheets.
At the top, click Extensions > Add-ons > Get add-ons.
In the top right search bar, search for "Data connector for Salesforce".
Next to the add-on, click +.

Step 2: Connect to Salesforce

If you haven’t yet, open a sheet in Google Sheets.
At the top, click Extensions > Data connector for Salesforce > Login to Salesforce.
Click "Continue".
Click "Allow".
From the dropdown menu, choose the Salesforce environment you want to sign in to.
Click "Authorize".
Sign in with your Salesforce username and password.

Import data

You can copy data from Salesforce to a Google spreadsheet.

Open a sheet in Google Sheets.
At the top, click Extensions > Data connector for Salesforce > Open.
At the right, choose an option:
- Reports: Bring in an existing Salesforce report into your spreadsheet.
- Import: Import data from Salesforce using our query builder or SOQL.
Type your source report, object, field or filter into the search bar.
- Reports: Choose to import your report to an existing sheet or a new sheet.
- Import: Add up to 5 source objects, fields, and filters.
Click "Get data" or "Done".

Update, refresh and delete data

Important: The add-on can be used to update or delete changes made in Google Sheets in your Salesforce account; use with caution.

Update data

You can edit data in your Google spreadsheet and transfer the changes to Salesforce.

1. Open a sheet in Google Sheets.
2. At the top, click Extensions > Data connector for Salesforce > Open.
3. If you haven't yet, import the data you want to change.
4. Edit your data.
5. At the right, click "Update".
6. Highlight the rows and columns you want to update.
7. Click "Refresh the selected range".
8. Choose the Salesforce source object you want to update.
9. Choose an option:
  - Insert: Export all data in the spreadsheet to Salesforce as new records.
  - Update: Update existing Salesforce records.
  - Insert or Update: Create new or update existing records in Salesforce.
10. Choose your results column.
11. Click "Done".

Refresh data

You can refresh your data manually or on a set schedule for reports already imported into Sheets.

1. Open a sheet in Google Sheets.
2. At the top, click Extensions > Data connector for Salesforce > Open.
3. At the right, click "Refresh".
  - To create an automatic refresh schedule, click Create > Chose a time interval (4, 8, or 24 hours) from the dropdown and then Create.
  - To manually refresh data once, click "Refresh".

Delete data

Important: This feature will delete the records you highlight in Sheets from Salesforce; use with caution. Visit the Salesforce help center to learn how to restore deleted data.

1. Open a sheet in Google Sheets.
2. At the top, click Extensions > Data connector for Salesforce > Open.
3. Import the data you want to change.
4. In the add-on box, click "Delete".
5. Highlight the rows and columns you want to delete.
6. Click "Refresh the selected range".
7. Choose the Salesforce source object you want to delete.
8. Choose your primary key column.
9. Click "Delete".