Connect Salesforce to Google Sheets with Windsor.ai
Finally, all your marketing data from Salesforce available in Google Sheets
Salesforce is a customer relationship management software. It allows companies to store all information about their customers in a central place. It contains information about leads, opportunities, transactions and support tickets. It allows customization, which allows companies to tailor their Salesforce instance for their specific needs.
About Google Sheets
Google Sheets is a web based spreadsheet tool. It allows end users to create spreadsheets, pivot tables, charts and run Google App Script code to automate various functions.
You need to select Salesforce as a Data Source and grant access to Windsor.ai.
The Salesforce connector allows working with fields and custom objects.
Additional information can be found in our documentation.
Select Google sheets as a data destination.
You can choose between two options:
Option 1: Advanced and for large data volumes
- Click this link to install the Google Sheets add-on
- Enter your API key: defab2f1e4d0b69f2aa9fcca30c8abe0f996
- Start using the add-on in Google Sheets from the Add-ons menu in a Google Sheets document and select your fields
Option 2: Quickstart
Copy the snippet below into your Google Sheet. Only works for fast queries below 60 seconds, use the add-on in case of issues.
The URL works as an API data feed and the fields can be adjusted with the parameters in the URL.You can add any field that is available in the data sources you have added.
Instruction: The list of selected fields must contain a date field.
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