Overview

Integrating Salesforce with Google Sheets allows you to import, update, and manage Salesforce data directly within spreadsheets. This is useful for creating custom reports, dashboards, data validation, and real-time collaboration.

This guide provides step-by-step instructions for setting up and using Salesforce Connector for Google Sheets.

---

✅ Prerequisites

Make sure you have the following before starting:

• A Salesforce account (with API access – typically available in Enterprise, Unlimited, or Developer Editions).
• A Google Workspace or Gmail account.
• Access to Google Sheets.
• Permission to install Google Workspace Marketplace add-ons.

---

🔗 Step-by-Step Setup Guide

1. Install the Salesforce Connector Add-on in Google Sheets

1. Open Google Sheets.
2. Click on Extensions > Add-ons > Get add-ons.
3. In the Google Workspace Marketplace, search for “Salesforce Connector” (by Google Cloud or Coefficient).
4. Click Install.
5. Grant necessary permissions to connect to your Google and Salesforce accounts.

---

2. Connect Google Sheets to Salesforce

1. Open a new or existing Google Sheet.
2. Go to Extensions > Salesforce Connector > Open.
3. Click Authorize Salesforce Access.
4. Log in using your Salesforce credentials and select the correct environment (Production or Sandbox).
5. Approve requested permissions.

---

3. Import Salesforce Data into Google Sheets

1. After connecting, click Create New Query.
2. Choose the object (e.g., Account, Opportunity, Contact) you want to pull data from.
3. Select fields and apply filters (e.g., only active leads).
4. Click Run to import data into the sheet.
5. Schedule automatic data refreshes if needed (e.g., hourly, daily).

---

4. Update Salesforce Records from Google Sheets (Optional)

If your connector supports bi-directional sync (like Coefficient):

1. Ensure editing mode is enabled.
2. Modify records directly in the Google Sheet.
3. Click Update Salesforce Records.
4. Review the changes and confirm the sync.

⚠️ Always backup your data before pushing bulk updates to avoid unintended overwrites.

---

🔄 Automate Syncing (Optional)

You can schedule auto-refresh of your Salesforce data using the add-on’s built-in scheduler.

1. Open the Salesforce add-on panel.
2. Select your saved query.
3. Click Schedule.
4. Choose the interval (e.g., daily at 8 a.m.).
5. Save and enable the schedule.

---

🔔 Use Cases

• Real-time dashboards and custom reports.
• Data audits and quality control.
• Mass edits and uploads (with caution).
• Team collaboration on Salesforce data.
• Easy sharing of filtered CRM views with stakeholders.

---

🛠️ Troubleshooting

Issue	Solution
Can’t find Salesforce Connector	Ensure you’re searching from the correct Google account or domain
Login/authentication errors	Confirm credentials and environment (Production vs. Sandbox)
Fields not appearing in dropdown	Refresh metadata or verify API field visibility in Salesforce
Update to Salesforce fails	Ensure API access and permissions to update selected records