Salesforce offers a treasure trove of data you can use to optimize your sales and marketing operations.
But there’s a catch. It’s not always easy to make the most of your Salesforce data from the platform alone.
The good news is you can connect Salesforce with Google Sheets, allowing you to pull and manipulate your SFDC data easily using the various familiar spreadsheet tools and functions.
Read on to find out more about the best methods to link Salesforce CRM to Google Sheets.
VIDEO: How to Connect Salesforce to Google Sheets in One Click
Can you connect Salesforce to Google Sheets?
Linking your Salesforce data with Google Sheets involves several methods.
You can select specific Salesforce objects and reports, download them as a CSV, XLXS, or XLS file, and open them on Google Sheets to export your data.
An easier method is to use a data connector app, which simplifies and even automates some parts of pulling up Salesforce data into a Google spreadsheet.
However, the best method is the one that facilitates your preference and business needs and, in turn, streamlines connecting Salesforce to Google Sheets for you.
Ultimately, you’re better off choosing an intuitive tool that lets you automate Salesforce to Google Sheets integration. This allows for seamless and quick data linking, requiring minimal training and with as few usability errors as possible.
Why connect Salesforce to Google Sheets?
Salesforce offers a lot of data configuration options, allowing you to analyze and generate reports to gain valuable data insights. This can even make reporting in the Salesforce admin space a specialty of its own.
However, Salesforce reporting can get complex for non-technical users across your company. This often makes it challenging for them to get the exact data and insights they need from Salesforce’s reporting and dashboard tools. (That’s why we love pre-built Salesforce Google Sheets templates.)
Additionally, users might need to apply many changes to your data at once. While Salesforce offers some tools for updating records en masse, it doesn’t work for all fields in the User Interface (UI).
This poses a few challenges since you’re not likely to give all your business users access to the Salesforce Data Loader.
Also, data changes may require a more formulaic approach to updates. For instance, “If the amount is more than $60,000 and less than $260,000 do x unless the Industry is ‘Government’”. Salesforce simply doesn’t have a good solution for this, which adds to the complexity for non-technical users.
Pulling up your Salesforce data to Google Sheets makes reporting, creating charts and dashboards, and other analyses a lot easier, especially for non-Salesforce not-so-savvy users.
With Google Sheets, you can manipulate your Salesforce data beyond using the built-in features, merge information, utilize its functions, and create reports in an environment that your users are more familiar with.
Common Ways to Connect Salesforce to Google Sheets
- Coefficient Data Connector – Out of box, feature rich data connector for Google Sheets
- Data Connector for Salesforce – Feature limited, basic Salesforce-only connector
Let’s dive into the two best options for linking Google Sheets to Salesforce, including the pros and cons of each method.
- Lets you create, read, update, and delete data in Salesforce from Google Sheets
- Offers a clean, simple interface
- Allows you to set up automated notifications when your data changes
- Integrates with many applications using only one add-on
- Provides consistent, useful feature updates
- Maintains an informative blog describing how to connect Google Sheets and how to analyze your data
- Lets you set up Salesforce data retrieval on Google Sheets on a schedule
- Supports auto data snapshotting on a schedule
- Allows you to import your Salesforce data directly into a pivot table
- Offers freemium plans
- 4.9/5 star rating
- Not a big-name publisher such as Google Cloud
Steps to using Coefficient to link Salesforce to Google Sheets
Coefficient is a powerful app that offers simple, easy-to-understand functionalities for pulling up datasets from your data sources, platforms, and other channels into Google Sheets.
It offers a Salesforce connector (Google Sheets add-on) with an intuitive UI that allows you to connect your Salesforce account and import data to your Google spreadsheet almost instantly with a few clicks.
Step 1: On your active Google spreadsheet, navigate to the top menu bar, click Add-ons, and select Get add-ons.
Select the Coefficient add-on from the Google Workspace Marketplace.
Review the terms and click Allow.
Step 2: Go back to Add-ons on the Google Sheets menu, select Coefficient, then click Launch.
Click Import Data on the Coefficient sidebar that appears on the right side of the interface.
Step 3: Choose Salesforce from the list of Coefficient’s supported data sources and platforms.
You can either import salesforce data from reports, objects, or through SQL, but we’ll use Import from report for this example.
Select a report, preferably something from the Recent reports or All reports tabs. You can also use the search bar to find reports quickly. After choosing a report, click Import Report.
“This is a great tool! I’ve been able to cover forecasting infrastructure gaps and will continue to leverage Coefficient to join disparate data.”
- John Choi
Your report should populate your Google spreadsheet within a few seconds or minutes. You can also schedule your data to auto-refresh after running an import.
Step 4: Configure when to refresh data- hourly, daily, or weekly, and click Yes, refresh.
You’ll be directed to an extended import menu where you can easily make additional changes and rerun the report.
Step 5: Now, we’ll try to import a Salesforce report in Google Sheets using the Import from objects function. This time, select the second option from the dropdown menu as highlighted below.
You can search and choose any object, but let’s pick Contact for this example. Click Next once you’ve made your selection.
Step 6: Choose the fields you’d like to see in your report.
Coefficient also lets you enable Pivot Mode so you can automatically generate a pivot table of your reports, making it easy to analyze your data through category groupings.
You can also add filters. For example, you can try filtering for contacts located in the state of California, those that are missing email or phone numbers, active contacts, the list goes on.
Step 7: Once you’re happy with your setup, name your import and click Import.
The sample dataset below shows how a finished import would look like. You can easily adjust the criteria and re-run the import at any time without extra hassle.
Step 8: Enable automatic updates or snapshots of your report by re-opening the import you created and expanding the Refresh Schedule section.
You can configure and set your schedule and Snapshot frequency using the available options.
Additionally, if you want to perform analyses or use your Salesforce data with other datasets from another platform, re-open the Coefficient sidebar and choose a new data source to import into Google Sheets.
You can find many ways to combine data from Salesforce and other platforms in Google Sheets by visiting our blog: https://coefficient.io/blog.
Coefficient provides one of the easiest and painless ways to get data from Salesforce and sync it with Google Sheets.
Setting it up is a no-brainer, allowing your non-technical users to pull up your Salesforce data into Google Sheets, conduct analyses, create visualizations, and other data manipulation purposes on the fly.
The process leaves little to no room for error because, unlike manual data importing, you won’t need to map object fields — the Coefficient app does the heavy lifting for you.
Another advantage of using Coefficient is it lets you set notifications that automatically trigger an email or Slack message when your import data on the spreadsheet updates.
Just enter the email addresses of your recipients for email alerts or link the Slack channels to where the notifications would be sent.
For instance, an email alert or Slack message is sent as soon as a new row gets added to your spreadsheet.
Alert types are based on your preferences or you can select from Coefficient’s recommended notifications. Set the frequency as soon as it happens or at a specific time.
With this feature, you can easily keep track of any data changes and stay on top of your Salesforce data analyses, reports, and dashboards with minimum effort on your part.
Another nifty way to link your Salesforce data with Google Sheets is via a data connector. We outline the steps below, including the pros and cons of using this method.
- Lets you create, read, update, and delete data in Salesforce from Google Sheets
- Allows you to retrieve data on a schedule
- Most apps are created and updated by a big-name publisher
- Totally free
- 4/5 star rating
- 2000 row limit
- Limited or no support
- Only works with Salesforce; you’ll need separate add-ons to link your other data sources to Google Sheets
- No data snapshotting functionality
- No cloud pivot tables
How to use Data Connector to link Salesforce to Google Sheets
Data connector for Salesforce is a Google add-on that you can download from the Workspace Marketplace.
The app is simple, providing essential functions, such as importing a report and adding, updating, and deleting data within Salesforce.
Data connector for Salesforce is quite utilitarian. As such, other tools stand on the other side of the spectrum, catering to a niche of needs and providing a fairly complex tool at a not-so-low cost.
Step 1: Head to the top menu bar on Google Sheets and click Add-ons.
You will be taken to the Google Workspace Marketplace. Type in “Data Connector for Salesforce” in the search bar and select the add-on.
Go over the terms of service and click Allow.
The Data connector for Salesforce appears as a sidebar on the right-hand side of the Google Sheets interface.
Step 2: Select the Salesforce environment (usually Production), and click the Authorize button at the bottom.
You should see a menu showing the Reports and Import options.
Step 3: Select Reports as your operation.
For this tutorial, we will choose a recently run report, the first option: Contact Data Quality Score. You can select the current sheet or create a new page.
Step 4: Once you’re done with your selection, import the report by clicking the blue button at the bottom of the menu.
Your import will look similar to this one (depending on the report you chose).
Step 5: Now, let’s use the Import option.
Choose a source object. We’ll use Contact for this example to match the results with the previous exercise.
Step 6: Choose the fields you’d like to include in your import by clicking each one. When you’re done, the confirmation screen will appear, and then click Next.
Verify the criteria established for this import. You can also choose filtering conditions accordingly.
Step 7: Run the report by clicking the blue button at the bottom of the Data connector for Salesforce sidebar menu.
Your import report should look something like this.
Data Connector is free and from a trusted source, but it is somewhat clunky and not very accessible. The UI is monotonous and lacks good user experience practices.
It’s easy to get lost or make an error, and the options it provides are also pretty basic. This would be better suited for tech users or admins as opposed to business users.
If you want to set up snapshots using the Data Connector tool, you’ll need to configure this by creating a time-triggered script. The script copies the import sheet’s data into a new sheet (and renames it with a timestamp).
Another option is to use another add-on to perform the spreadsheet snapshotting for you.
Importing data from another platform, such as Looker, Google Analytics, or MySQL, is also not available. In this case, you’ll need to either import the data manually or use another add-on to load your data.
Connect Google Sheets to Salesforce now
Get the most out of your Salesforce data by connecting it to Google Sheets.
It would help you make sense of your Salesforce data much faster and more easily because of Google Sheets’ familiar functions and tools. Extracting valuable insight to optimize your sales and marketing operations has never been this simple!
Supercharge connecting Salesforce to Google Sheets by leveraging the power of Coefficient.
Coefficient provides the most seamless and hassle-free way to pull up Salesforce data into Google Sheets, even allowing you to automate updates of your imported dataset.
With Coefficient, you get a great user experience, intuitive UI, quick setup, and fast operation, saving you tons of valuable time and money.
Try Coefficient for free today!