Monday, February 11, 2019

Easily refresh Salesforce data in Sheets


Update (March 20, 2019): The issue has been resolved. This feature will begin a full rollout (1-3 days for feature visibility) for both Rapid and Scheduled domains beginning March 20, 2019.

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Update (Feb 27, 2019): This launch is still delayed. We will provide further updates when they're available.

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Update (Feb 12, 2019): We have encountered an unexpected issue with this launch. We expect to have it resolved in the coming days and will provide further updates as soon as they’re available.

What’s changing 

You now have the option to refresh the Salesforce data populated in Sheets using the Salesforce data connector. You can refresh this data manually or schedule the data to be refreshed.

Currently, the Salesforce data connector for Sheets gets data from reports or imports when the sidebar is opened and has been configured. In order to get updated data, users would need to go through the same configuration steps in the sidebar.

Who’s impacted 

End Users

Why you’d use it 

If you use Salesforce to track important conversations with key leads, you can make sure this data is consistently fresh by scheduling a refresh rather than reimporting the Salesforce data.

If your Sales team uses the add-on to import details of their accounts from Salesforce into Sheets, they can schedule this data to refresh daily or even multiple times a day to stay on top of the current data.

How to get started 

Admins: No action needed.
End users: Here’s how to refresh your Salesforce Data in Sheets:

  1. Open the Data connector from Salesforce Add-On and select Refresh. 
  2. Select Manual Refresh to refresh the current data on your sheet or Auto Refresh to schedule a refresh every 4, 8, or 24 hours. 
  3. Review your selections and select Create. 

Helpful links 

Availability 

Rollout details 
G Suite editions 
  • Available to all G Suite Editions.

On/off by default? 
  • This feature will be ON by default.
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