Salesforce is one of the most popular cloud-based software companies in the world. According to Statista, Salesforce is used by 6% of all the enterprise application users from the businesses, putting it in the top 5 of its market.
In this tutorial, we will learn how to create Salesforce reports, a summary of Salesforce data, and then import these reports to Google Sheets. We will also demonstrate the power of our app Lido, which is primed for importing data from several popular e-Commerce and marketing platforms and creating attractive and intuitive dashboards with that data.
One main way to access data from Salesforce is via Salesforce reports. Here are the steps to generate a Salesforce report:
Step 1: In the main admin page of your Salesforce account, click the 3x3 dots icon on the upper-left corner of the page. A list of apps will appear. Click View All.
Step 2: The App Launcher window will appear, letting you select which content you want to import. For our example, we will select Sales.
Step 3: In the Sales screen, click the Reports option along the main toolbar. Depending on your screen size, it could be hidden under the More option.
Step 4: The Reports page will be loaded, which contains the list of reports generated under Sales. To create a new report, click the New Report button on the top of the page.
Step 5: A box will load, listing the report types you can generate. Select the needed report type, then click Continue.
Step 6: A report preview is shown, listing the first few rows of the resulting report.
To change the name of the report, click the New Products Report and type the name of the report.
When you are satisfied with the report, click Run.
Step 7: A window will appear where you can set the basic settings of the report. These include the report name, the report unique name (which can be generated by Salesforce), the report description, and the folder in which you wish to save the report. Click Save afterwards.
The report is now generated by Salesforce. The method we will introduce in the next section relies on your ability to create reports in Salesforce. You are now ready for the next section!
One way to import reports from Salesforce to Google Sheets is to use the official Salesforce Connector add-on by Google.
After installing and launching the add-on, a sidebar will appear on the right side of Google Sheets. Here are the steps for using the Salesforce Connector add-on:
Step 1: You will be prompted to select either Sandbox or Production for the environment. Select Production, then click Authorize.
Step 2: A browser window will load, asking you to login to your Salesforce account. Supply the login details, then click Log In.
Afterwards, a page asking you for permission to access Salesforce data will appear. Click Allow. If you are logged in your Salesforce account while doing this tutorial, you may actually go straight to this page instead as the Salesforce Connector app will automatically detect your existing login.
You will get the following page after successfully authenticating the add-on.
Step 3: A list of operations you can do with Salesforce Connector will appear. Select Reports.
Step 4: A list of options for reports will appear. Salesforce Connector automatically detects the reports present in the connected Salesforce account. Select the report you want to import.
You can also specify whether to import the data to the active sheet or to a new sheet.
Once you have set the options, click Get Data. If you choose to import the report to the active sheet, a pop-up box will appear to remind you that the existing data in the active sheet will be replaced by the report. Click Replace.
The report is now imported to the active sheet.
One main advantage of Lido over Google Sheets is that it has built-in capability to import data from several e-Commerce and marketing platforms, including Salesforce. There is also another surprising advantage to using Lido, but let us learn, step-by-step, how to import Salesforce data to Lido:
Step 1: In the Lido spreadsheet page, click the Data icon near the upper-left corner of the page.
A list of raw data sources will appear on the left sidebar. Select Salesforce.
When you select Salesforce, you will have choices on which datasets to import: Accounts, Campaigns, Cases, Contacts, Leads, and Opportunities. Select one of these options.
Step 2: You will be asked next to connect your Salesforce account to Lido. Click Connect.
Step 3: A browser window will load, asking you to login to your Salesforce account. Supply the login details, then click Log In.
Step 4: The Dataset Editor will appear. The left sidebar will list down all the dimensions that the dataset has. Tick the checkbox for each column you want to add. You can also specify the date range on the top of the sidebar. Once you are done, click Save dataset & add view.
Voila! The data is now loaded to the spreadsheet.
Have you noticed something? Using Lido, there is no need to compile a report in Salesforce! You can just go straight to connecting Salesforce to Lido and then selecting which data you want to import to your spreadsheet.