Google Sheet Integration with Salesforce: A Quick Guide
Google Sheet Integration with Salesforce allows seamless data transfer and synchronization between Salesforce CRM and Google Sheets.
This integration enables users to access and analyze data from Salesforce directly within Google Sheets, providing a powerful tool for data management and reporting.
In this blog, we will learn how to extract Contact records from Salesforce and import them into Google Sheets. By doing this, we can conveniently view all the contact records in one place and easily sort or filter them as needed.
Follow the steps for Google sheet integration with Salesforce:
Step 1:- Open an empty Google Spreadsheet. On the Nav bar, click Extensions, then select Add-ons, and then select Get Add-ons.
Step 2:- Now, in the search field, type Data Connector for Salesforce and install any one app. Currently, we have installed the Coefficient, the data connector app.
Select that app and then click on the Install button. Moving forward, it will ask for some permissions. We allow all the necessary permissions.
Step 3:- After installing the app, go to the Nav bar and select the Extensions. Now, choose the Coefficient app and then click on the Launch button.
Step 4:- Now the coefficient app window is open on the right side of the spreadsheet. In this app, click on the Import From button.
Step 5:- Now we have many connected sources, but for now we select the Salesforce platform.
Step 6:- Now, moving forward, we select the From Object & Fields option to extract the Contact records.
Step 7:- Now, in the search box, we search for the Contact object and then select the Contact. After that, we click on the Next button.
Step 8:- In this step, we choose the fields that we want to display on our spreadsheet. Now, click on the Select Fields button and choose the necessary fields.
Step 9:- We choose Salutation, First Name, Last Name, Email, Mailing City, Mailing Country, and Mailing State/Province. After choosing the fields, click on the Import button.
Step 10:- After clicking the Import button, all the Contacts records are now available in our spreadsheet. We have also added a new feature that allows us to select the timing for auto-refreshing the data.
Currently, we have chosen the Every Hour option for auto-refreshing and then clicked on the Yes in Every Hour button.
Now your spreadsheet is filled with all your Contacts records.
Conclusion
Google Sheet integration with Salesforce provides a seamless way to transfer and synchronize data between the two platforms.
By extracting contact records from Salesforce to Google Sheets, users can easily access, sort, and filter the data, making data management and reporting more efficient. This integration enhances productivity and streamlines data analysis for improved decision-making.
We hope you found the blog helpful. For more such blogs on Salesforce solutions, stay tuned!
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