Tuesday, July 24, 2018

Easily connect with Salesforce from Google Sheets

We’re publishing an add-on for Google Sheets to connect with Salesforce.

You can use it to import data and reports from Salesforce into Sheets, and to push updates you make in Sheets back to Salesforce. This seamless integration will help your users optimize workflows and reduce duplicate work between the two products.

For example, your Finance team could use the add-on to perform an in-depth forecast based on all current deals in the pipeline. The add-on would pull all data from the relevant Salesforce report into Sheets, where Finance team members could then use other powerful Sheets features, such as Explore, pivot tables, or macro recorder. Or the Sales team could use the add-on to import the details of their accounts from Salesforce and use Sheets to do a bulk update that pushes the changes back to Salesforce.


Get and use the Salesforce add-on for Google Sheets 

This add-on, made by Google Cloud, is currently in Beta. Add-ons are covered by Google Apps Script Additional Terms. To get the add on:


As a G Suite admin you can control access to this add-on the same way you can with any other Sheets add-on.


See our Help Center for more details on how to import, edit, and sync Salesforce data with Google Sheets.

More information 
G Suite Marketplace: Data Connector for Salesforce add-on
Admin Help Center: Install Marketplace apps
Admin Help Center: Control user installation of Marketplace apps
Admin Help Center: Turn a Marketplace app on or off for users
User Help Center: Use add-ons and Apps Script 
User Help Center: Import, edit and sync Salesforce data with Google Sheets


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