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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
You can create true two-way synchronization between Salesforce reports and Google Sheets data by combining comprehensive import capabilities with scheduled export functionality. This creates bidirectional data flow that native Salesforce reporting cannot achieve.
Here’s how to set up bidirectional sync with coordinated scheduling, change detection, and data integrity management across both platforms.
Create bidirectional data flow with synchronized scheduling using Coefficient
Coefficient excels at two-way synchronization by transforming read-only Salesforce reports into interactive, editable datasets that can feed changes back to source objects. This creates true two-way data workflows impossible with standard Salesforce functionality.
How to make it work
Step 1. Import from any existing Salesforce report with automated refresh scheduling.
Access Pipeline reports, Lead reports, Opportunity forecasts, Campaign performance, and custom reports. Set up hourly, daily, or weekly automated refresh scheduling to keep Google Sheets current with Salesforce data.
Step 2. Configure export functionality to push modified data back to Salesforce.
Set up scheduled exports using UPDATE, INSERT, or UPSERT actions to sync changes from Google Sheets back to Salesforce objects. Use the same field mapping that was established during the import process.
Step 3. Coordinate import and export schedules for data consistency.
Synchronize your import and export schedules to maintain data consistency. For example, import fresh Salesforce data hourly and export Google Sheets changes every two hours to prevent conflicts.
Step 4. Set up change detection with timestamp tracking.
Enable timestamp columns for audit trails that track when modifications occur. Use the Append New Data feature to maintain historical versions while incorporating new report data from Salesforce.
Step 5. Configure conditional exports for selective data sync.
Use TRUE/FALSE columns to control which rows sync back to Salesforce based on specific criteria. Apply complex AND/OR filtering to both import and export operations for precise data control.
Step 6. Handle related object data across synchronized relationships.
Sync data across object relationships that are maintained in reports. The system preserves lookup relationships and related object data during both import and export cycles.
Step 7. Set up Formula Auto Fill Down for calculated value synchronization.
Create calculated values in Google Sheets that sync back to Salesforce custom fields. Formulas automatically extend to new rows during report refreshes and calculated results export back to Salesforce.
Step 8. Enable preview functionality and batch processing for data integrity.
Validate changes before exporting back to Salesforce using preview functionality. Configure batch processing to handle large report datasets without API limit issues during bidirectional sync.
Start your two-way data synchronization
Bidirectional sync transforms static Salesforce reports into dynamic, interactive datasets with automated change propagation back to source systems. Begin syncing with comprehensive two-way data workflows and coordinated scheduling capabilities.
