The Salesforce Connector for Google Sheets is a powerful add-on that allows you to access and analyze data from Salesforce directly within Google Sheets. Here are the steps to use the Salesforce Connector in Google Sheets:
Install the Salesforce Connector: To use the Salesforce Connector, you first need to install it from the Google Workspace Marketplace. Open Google Sheets, click on the "Add-ons" menu, and select "Get add-ons." Search for "Salesforce Connector" and click on the "Install" button.
Connect to Salesforce: Once you've installed the Salesforce Connector, you need to connect it to your Salesforce account. Click on the "Add-ons" menu, select "Salesforce Connector," and then click on "Open." Click on the "Connect to Salesforce" button and follow the instructions to authorize the Salesforce Connector to access your Salesforce data.
Import Salesforce data: Once you're connected to Salesforce, you can use the Salesforce Connector to import data from Salesforce into your Google Sheets. Click on the "Add-ons" menu, select "Salesforce Connector," and then click on "Import Data." Select the Salesforce object you want to import data from, specify the fields you want to include, and click on "Import."
Analyze Salesforce data: Once you've imported Salesforce data into Google Sheets, you can analyze it using the built-in tools and functions in Google Sheets. You can use filters, sorting, pivot tables, and charts to analyze and visualize your Salesforce data.
Refresh Salesforce data: The Salesforce Connector also allows you to refresh your Salesforce data in Google Sheets. Click on the "Add-ons" menu, select "Salesforce Connector," and then click on "Refresh Data." This will update the data in your Google Sheets with the latest data from Salesforce.
Overall, the Salesforce Connector for Google Sheets is a powerful tool that allows you to easily access and analyze data from Salesforce directly within Google Sheets. By following these steps, you can import Salesforce data, analyze it using Google Sheets' built-in tools and functions, and refresh it to ensure you have the latest data.