Google Sheet with Salesforce Connector

Today we are going to talk about Salesforce connector. So, let's talk about first what is this Salesforce connector, and how it help us to connect our Google Sheet with our Salesforce environment?  

Basically, Salesforce connector is a very intuitive tool with powerful features and operations. This is an add-on developed by Google in 2018 with the help of this add-on, we can directly perform insert, update, upsert, delete and refresh Salesforce data from Google Sheet seamlessly. As I mentioned we can perform DML operations with this add-on, so instead of using DataLoader, we can also use this. Unlike DataLoader this UI are more intuitive no need to require any kind of training or learning to use this tool unless you have knowledge of Salesforce basic.

Please follow these steps to use the Salesforce Connector add-on:

Step 1: Open your Google Sheet and install Data Connector for Salesforce add-on

Step 2: Search Data connector for Salesforce.

Step 3: After installing the add-on successfully go to 'Add-ons' > 'Data connector for Salesforce' > 'Click to enable the add-on'.

Step 4: Once the add-on gets enabled go to 'Add-ons' > 'Data connector for Salesforce' > 'Open'.

        

Setp 5: Authrozie your Salesforce org with Salesforce Connector.

       

Step 6: After successful authorization, a modal will appears on the right side of your window.

As you can see there are several operations present in the modal. Let's take one operation as an example here like hmmmmmm 🤔.  Let's take an Import operation.

Import Operation:

Select Import operation from modal and after that select a Salesforce object.

As you can see there are two buttons SOQL EDITOR and NEXT.

SOQL EDITOR:

    Let's take 'SOQL EDITOR' first.

        Step: Click on the SOQL EDITOR button. A modal window will appear where you can write your SOQL query based on your requirement. After writing the SOQL query click on the EXECUTE button. Add-on will process the query and return the result in table format which will appear in your Google sheet.

Result:        

Wizard:

    Now let look at another option which is Wizard.

    Step 1: Choose an object from the list and click on the 'NEXT' button. After that, another screen appears in the same modal. Where you can select the fields based on the needs and click on the Next button.

        

    Step 2: In this screen, you can create your filter criteria based on your requirement.

 

 

After creating the criteria click on the 'GET DATA' button. And it will start a process that will get the data from your connected Salesforce org. 

Easy-peasy right!!!.

 

Now you can try other operations like Delete and Update by yourselves.

I'll hope you enjoyed this blog and learned something new today. 

Please give your valuable suggestions in the comments section.