How To Use The Google Sheets Salesforce Connector from Windsor.ai

  • Adel Heni 
Salesforce google sheets connector

In the last few years companies have began to understand the importance of Data and how it can affect the growth of the business, Especially customer Data which can be access through Customer relationship management (CRM) such as Salesforce, which is one of the biggest platforms available in the market, and that’s why you need a Google sheet Salesforce connector.
In this article, we will discuss how Salesforce can be integrated into Google Sheets, enabling Sales, marketing, and business professionals to visualize Salesforce data in Google Sheets .

 

Why connect Google Sheets To Salesforce?

 

There are several reasons why you might want to a Google Sheets Salesforce Connector:

  • Data analysis and reporting: By importing data from Salesforce into Google Sheets, you can use the powerful data analysis and visualization tools in Google Sheets to create reports and insights that can help you better understand your business.
  • Data updates: If you have data in a Google Sheet that you need to update in Salesforce, you can use the export feature to transfer the data from Google Sheets to Salesforce. This can save you time and effort compared to manually updating records in Salesforce.
  • Live data feed: By creating a live data feed between Salesforce and Google Sheets, you can keep your Google Sheets data up to date with the latest data from Salesforce. This can be useful if you need real-time data for reporting or analysis purposes.
  • Collaboration: Google Sheet is a powerful tool for collaboration, so connecting Salesforce to Google Sheet can help you work with your team more effectively. For example, you can share a Google Sheet with your team and give them access to live Salesforce data, or you can use the data in a Google Sheet to update records in Salesforce as a team.

Overall, a Google Sheets Salesforce connector can help you work more efficiently, make better data-driven decisions, and collaborate more effectively with your team.

 

Step-by-step guide on how to use the Google Sheets Salesforce Connector:

 

Google Sheets Add-On

 

Installing The Google Sheets Add-on

Click on this link and install Windsor.ai’s Google Sheets Add-on from the Google workspace marketplace.

 

 

 

Connecting Salesforce Data Source To Windsor.ai

 

1- If you don’t have an account with Windsor.ai, Register for a 30 days free trial.

 

Free trial

 

 

2- Grant access to your Salesforce Account

 

grant access to salesforce

 

3- In the Preview & Destination page select Google Sheets Data Destination and Copy your API key.

 

google sheets data destination

 

 

Import Salesforce Data Query

 

1- Click on extension -> Ad Data and Analytics by Windsor.ai -> Login and copy your API key there.

 

 

2- Click on extension -> Ad Data and Analytics by Windsor.ai -> Get data into Sheet, the extension will appear on the right side of the screen

 

Get data into sheet

 

3- Now we will create data queries, by First Select the data source, Salesforce account and the date range.

create query in google sheets

Select fields

 

Now, we will select the field that you require for your dashboard.
Follow this link to get the full list of fields.

Schedule Salesforce Reports

 

To schedule the refresh of your Salesforce insights Reports, you would need to load the query first and then open it again and set up the scheduled refresh to be able to refresh data.

 

Limitations of the Google Sheets Salesforce Connector

 

The Salesforce Reports and Dashboards add-on for Google Sheets has a few limitations to be aware of:

  1. Data size: The add-on is designed for small to medium-sized data sets (up to about 50,000 rows). If you have a larger data set, you may need to use a different method to connect Salesforce to Google Sheets.
  2. Data refresh: The data in a report created with the add-on is only refreshed when you manually refresh the report or when you open the sheet. This means that the data may not be completely up to date if you are not actively using the sheet.
  3. Custom objects: The add-on does not currently support reports on custom objects. If you need to create a report on a custom object, you will need to use a different method.
  4. Fields: The add-on does not currently support all fields in Salesforce. In particular, it does not support fields that are not supported by the Salesforce API, such as rich text fields and long text fields.
  5. Record limits: The add-on is subject to the same record limits as the Salesforce API. This means that you may not be able to export all of the data from a report if it exceeds the record limits.

Overall, the Salesforce Reports and Dashboards add-on is a useful tool for working with small to medium-sized data sets in Google Sheets, but it may not be suitable for all use cases. If you have specific needs or limitations, you may need to consider other options for connecting Salesforce to Google Sheets.

 

What data can I export to Google Sheets with Windsor?

 

With Windsor.ai’s Data connector you have access to more than 200 fields & dimensions.
The most important fields to extract from Salesforce will depend on your specific business needs and goals. Here are a few examples of fields that might be useful to extract from Salesforce:

  1. Contact information: This can include fields such as name, email, phone number, and mailing address.
  2. Account information: This can include fields such as account name, industry, revenue, and number of employees.
  3. Opportunity information: This can include fields such as opportunity name, stage, probability, and expected close date.
  4. Case information: This can include fields such as case number, subject, status, and priority.
  5. Lead information: This can include fields such as lead source, lead status, and lead rating.
  6. Custom fields: Depending on your business needs, you may have custom fields in Salesforce that are important for your analysis or reporting.

Ultimately, the most important fields to extract from Salesforce will depend on your specific business needs and goals. It’s important to think about what data you need to support your business objectives, and to focus on extracting those fields from Salesforce.

 

Benefits of the 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.

 

FAQs on how to Connect Google Sheets to Salesforce data

 

What Fields to Query for Salesforce Data ?

 

There is many fields you can query from Salesforce such as :
– Salesforce Object
– Opportunity
– Customer Data
– Forms

Can I use Google Sheets as a CRM ?

 

It is possible to use Google Sheets as a customer relationship management (CRM) tool, but it may not be the most effective solution for all businesses. because of it doesn’t posses all the features that a CRM might have, such as, built-in lead scoring, email tracking, or sales forecasting capabilities.

What are the limitations of the Salesforce Reports and Dashboards add-on for Google Sheets?

The Salesforce Reports and Dashboards add-on has a few limitations to be aware of: it is designed for small to medium-sized data sets (up to about 50,000 rows), the data is only refreshed when you manually refresh the report or when you open the sheet, it does not currently support reports on custom objects, it does not support all fields in Salesforce, and it is subject to the same record limits as the Salesforce API.

 

Is there a Looker Studio Salesforce connector?

 

Yes you can connect Saleforce to Looker studio by using Windsor.ai’s connector.

 

How to Export Salesforce Report to Tableau?

 

Windsor.ai is a tool that can help you export data from Salesforce to Tableau by automating the data transfer process levering their Data Connector.