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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.”
The Salesforce Data Connector’s read-only limitation forces manual updates in Salesforce or complex workarounds, severely limiting Google Sheets as a data management tool.
Here’s how to create a full bidirectional sync that lets you update, insert, and delete Salesforce records directly from Google Sheets.
Update Salesforce records directly from Google Sheets using Coefficient
Coefficient transforms Google Sheets into a complete Salesforce interface with comprehensive export capabilities including update, insert, upsert, and delete actions with automated scheduling and batch processing.
How to make it work
Step 1. Import your Salesforce data with Coefficient.
Start by importing the records you want to modify using any Coefficient import method. This ensures proper field mapping and maintains the Record IDs needed for updates.
Step 2. Modify your data in Google Sheets.
Make changes directly in the spreadsheet – update opportunity stages, modify contact information, or change any field values. You can use Google Sheets formulas and functions alongside your Salesforce data.
Step 3. Click “Export to Salesforce” and select your action type.
Choose from Update (modify existing records using Record ID), Insert (create new records), Upsert (update existing or create new using External ID), or Delete (remove records with 30-day recovery).
Step 4. Map columns to Salesforce fields and preview changes.
Coefficient automatically maps fields for data imported through the platform. Review the field mapping, preview your changes, and verify everything looks correct before executing the export.
Step 5. Set up automated exports with conditional logic.
Create scheduled exports that run hourly, daily, weekly, or monthly. Use conditional exports based on column values – for example, only export rows where “Ready to Export” = TRUE, giving you complete control over timing.
Turn Google Sheets into your Salesforce command center
Read-only connections limit your productivity and force you to switch between systems constantly. Coefficient’s bidirectional sync makes Google Sheets a powerful Salesforce management tool for your entire team. Start updating Salesforce from Google Sheets today.
