Real-time sync Google Sheets data to Salesforce dashboard without External Objects

using Coefficient google-sheets Add-in (500k+ users)

While true real-time sync isn't possible, learn how to achieve near real-time Google Sheets data updates in Salesforce dashboards with hourly refresh.

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True real-time sync from Google Sheets to Salesforce dashboard without External Objects isn’t technically possible due to API rate limits and platform constraints.

But you can achieve near real-time data visibility with hourly refresh scheduling that provides sufficient data freshness for most business needs.

Get near real-time Google Sheets data with hourly refresh using Coefficient

Coefficient provides the closest alternative to real-time sync with hourly refresh scheduling and manual refresh capability. This approach delivers near real-time data visibility without the complexity of External Object connections.

How to make it work

Step 1. Set up automated hourly imports.

Configure Coefficient to import your Google Sheets data into Salesforce custom objects with hourly refresh scheduling. This is the most frequent automated option available and provides near real-time data updates.

Step 2. Enable manual refresh for immediate updates.

Use Coefficient’s manual refresh capability via on-sheet button when you need immediate data updates between scheduled imports. This gives you control over data freshness when timing is critical.

Step 3. Build reliable dashboard performance.

Create Lightning dashboard components using the imported data. Unlike External Objects, this approach provides reliable dashboard performance with no ongoing API consumption during dashboard viewing.

Step 4. Implement automated error handling.

Benefit from Coefficient’s built-in error handling and retry logic that ensures consistent data updates without the connection issues that plague External Object implementations.

Why this beats true real-time alternatives

Avoids API rate limit issues.

Salesforce API rate limits prevent continuous polling for true real-time updates. Hourly refresh provides the best balance of data freshness and system reliability.

Better dashboard performance.

Custom objects provide superior performance for dashboard queries compared to External Objects, which consume API calls for each dashboard refresh.

Full Salesforce reporting capabilities.

Unlike External Objects, imported data participates fully in Salesforce’s reporting, formula fields, and workflow automation features.

Achieve practical real-time data visibility

This balanced approach delivers near real-time data visibility without the complexity and limitations of true real-time External Object connections. Start setting up your near real-time Google Sheets integration today.

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