Import, edit & sync Salesforce data with Google Sheets


               

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Important: This add-on is in English only.

Get the add-on

Before you can import, update, or delete Salesforce data with Google Sheets, set up the add-on.

Step 1: Download add-on

  1. Open a sheet in Google Sheets.
  2. At the top, click Extensions and then Add-ons and then Get add-ons.
  3. In the top right search bar, search for "Data connector for Salesforce"
  4. Next to the add-on, click Add Plus.

Step 2: Connect to Salesforce

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

Import, update & delete data

Import data

You can copy data from Salesforce to a Google spreadsheet.

  1. Open a sheet in Google Sheets.
  2. At the top, click Extensions and then Data connector for Salesforce and then Open.
  3. 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.
  4. 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.
  5. Click Get data or Done.

Update & 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 and then Data connector for Salesforce and then Open.
  3. If you haven't yet, import the data you want to change. Learn how to import data.
  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 and then Data connector for Salesforce and then Open.

  3. At the right, click Refresh.

    • To create an automatic refresh schedule, click Create and then 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 and then Data connector for Salesforce and then Open.
  3. Import the data you want to change. Learn how to import data.
  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.

Learn about scripts and add-ons

Add-ons are covered by Google Apps Script Additional Terms.

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