Analyze your SalesForce data with Google Sheets
How to integrate Salesforce with Google Sheets
It is very simple to connect SalesForce to Google Sheets, it can be done in a fast and easy manner with Windsor.ai.
You need to select SalesForce as Data Source and Grant Access to Windsor.ai.
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
- Go to Extension – Ad Data and Analytics by Windsor.ai – Login
- Enter your API key: [your API Key] and click Login
- Start using the add-on in Google Sheets from the Add-ons menu in Extension – Ad Data and Analytics by Windsor.ai – Get Data into Sheet in 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.
[your API Key]&date_preset=last_28d&fields=account_name,clicks,date&_renderer=googlesheets")
[your API Key]with your API key. The list of selected fields must contain a date field. The fields which are listed after
&fields=are simply a set of standard fields which you can customise. A full list of metrics and dimensions can be found in our Salesforce connector documentation. Customise the URL to your liking.
Benefits of the SalesForce Integration with Google Sheets
Analyze Data in Google Sheets
Google Sheets is powerful data analysis and visualization tools that can help you gain insights from your Salesforce data. By connecting Salesforce to Google Sheets using a data connector, you can import data from Salesforce and use the tools in Google Sheets to create reports and dashboards that can help you better understand your business.
Save time and money
By using the Google Sheets Salesforce connector, you won’t have to upload data manually or copy it, all you need to do is schedule an automatic refresh with Windsor.ai’s add on as we learned before.
Make better data-driven decisions
By connecting Salesforce to Google Sheets, and using Windsor.ai’s Data connector you can use the data in Salesforce to inform your decision-making process. For example, you can import data from Salesforce into Google Sheets and use the analysis tools in Google Sheets to create reports and insights that can help you better understand your business.
Share data with teammates and outside your organization
Google Sheets is a powerful tool for collaboration, so you can work with your team to analyze data and make better decisions. By sharing data and insights in a single shared spreadsheet, you can get input from a wider range of perspectives and make more informed decisions.
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