Introduction to Syncing with Salesforce

In the previous year, I engaged with several professionals in the Salesforce community on Reddit, seeking their insights regarding the utilization of Google Sheets in their workflow. My objective was to assess the state of the data cleaning market and evaluate the suitability of Google Sheets, particularly when enhanced with add-ons such as Flookup, for this purpose.

Promptly, I discovered that numerous individuals within the Salesforce world dealt with datasets of considerable magnitude, rendering Google Sheets inadequate for their needs. However, there existed a distinct subgroup that demonstrated openness towards leveraging Google Sheets and had previously employed it in their data cleaning efforts.

This particular group is the focus of this post, as we delve into the topic of effectively managing Salesforce in Google Sheets.

Step 1: Download add-on

Step 2: Connect to Salesforce

Import data

You can copy data from Salesforce to a Google spreadsheet.

Update 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.

Refresh data

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

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.

Google. (2018). "Import, edit & sync Salesforce data with Google Sheets". [Article] Google Workspace Learning Center. Available at: [Accessed 26 May 2023]