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
- Open a sheet in Google Sheets.
- At the top, click Extensions
Add-ons
- In the top right search bar, search for "Data connector for Salesforce"
- Next to the add-on, click Add
.
Step 2: Connect to Salesforce
- If you haven’t yet, open a sheet in Google Sheets.
- At the top, click Extensions
- 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, update & delete data
Import data
You can copy data from Salesforce to a Google spreadsheet.
- Open a sheet in Google Sheets.
- At the top, click Extensions
- 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 & 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.
You can edit data in your Google spreadsheet and transfer the changes to Salesforce.
- Open a sheet in Google Sheets.
- At the top, click Extensions
- If you haven't yet, import the data you want to change. Learn how to import data.
- Edit your data.
- At the right, click Update.
- Highlight the rows and columns you want to update.
- Click Refresh the selected range.
- Choose the Salesforce source object you want to update.
- 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.
- Choose your results column.
- Click Done.
Refresh data
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Open a sheet in Google Sheets.
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At the top, click Extensions
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At the right, click Refresh.
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To create an automatic refresh schedule, click Create
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To manually refresh data once, click Refresh.
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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.
- Open a sheet in Google Sheets.
- At the top, click Extensions
- Import the data you want to change. Learn how to import data.
- In the add-on box, click Delete.
- Highlight the rows and columns you want to delete.
- Click Refresh the selected range.
- Choose the Salesforce source object you want to delete.
- Choose your primary key column.
- Click Delete.
Learn about scripts and add-ons
Add-ons are covered by Google Apps Script Additional Terms.
