Connect Salesforce to Google Sheets (Easiest Way in 2023!)
In this article we will show how to connect salesforce to google sheets using the data connector for salesforce and with Lido. Simply follow the steps below.
Connect Salesforce To Google Sheets Using Salesforce Connector
1. Install Salesforce Connector
Salesforce Connector is an add-on in Google Sheets. To add it, Click Extensions, Select Add-ons, then choose Get add-ons.
The Google Workspace Marketplace will be loaded.
Type Salesforce on the search bar at the top of the box. The results will be listed.
Select Salesforce Connector.
A box will be loaded, reminding you that Salesforce Connector needs your permission in order to start installing. Click Continue.
A new tab or window will appear, where you choose the Google account. Select the Google account you are currently using.
The permissions needed by the add-on will appear. Click Allow.
The tab or window will close, and the message Salesforce Connector has been installed! Will appear in Google Sheets. Click DONE.
2. Connect Salesforce Account via Salesforce Connector
After installing the add-on, click Extensions, choose Salesforce Connector, then select Click to enable the add-on.
Afterwards, click Extensions, choose Salesforce Connector, then select Open.
The Salesforce Connector sidebar will load on the right side of Google Sheets.
You can either import from the Production environment or Sandbox environment . By default, the Production environment is selected. Click Authorize.
A new tab or window will load again, this time from Salesforce, asking you if you want to allow Google Sheets add-on to access the Salesforce data. Click Allow.
You will get a message saying “Data connector for Salesforce successfully authenticated to Salesforce”. You can close the tab or window.
3. Select Data to Import
The interface of the sidebar changes, showing options such as Reports, Import, Update, Delete, and Refresh. As we want to import the data, we select Reports.
A list of options will appear. You can either search all reports or input the name of the specific report you want to import. For our tutorial, we will search all reports first. You can also select which sheet to import the report to. By default, Import to active sheet is selected. After setting these options, click SEARCH.
A list of reports will appear. Select what you need to import, then click GET DATA.
A prompt will appear, reminding you that All data from the active spreadsheet will be replaced. Click REPLACE.
The data will now be loaded to the active sheet!
Connect Salesforce To a Lido Spreadsheet (Easiest Way)
If you want an alternative to Google Sheets that has a built-in
1. Click the Green Data Button
The green Data button is in the upper-left corner of the Lido sheet page.
A box will be loaded, listing the platforms that can be integrated with Lido. Select Salesforce.
2. Connect Lido to Salesforce
After selecting Salesforce, you will be asked to input the subdomain of your Salesforce database and name the connection. Supply the subdomain of your Salesforce account and the name you want to give to the connection, then select Connect With Salesforce.
A tab or window will load, where you will be asked by Salesforce to allow Lido access to the data. Click Allow.
The tab or window will close, and the message Successfully connected to Salesforce will appear. Click Next.
3. Select Data to Import
After clicking Next, an interface for selecting the data to import will appear. The first table in alphabetical order will appear. If you want reports, click the Reports tab first. For our example, we will import a database table named Leads.
To select a different table, click the drop-down box in the upper-left corner. Select the table you want to import. For our example, it is Leads.
The list of columns is located below the drop-down box. You can select specific columns by ticking them one-by-one, or tick Select All if you want all columns imported. Once you have selected the columns, click Add Data.
The data has now been imported to your Lido spreadsheet.
Not only does Lido have a built-in import function, but you can build powerful dashboards with our easy drag and drop builder.