Integrate Salesforce with Google Sheets
About Salesforce
Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.
About Google Sheets
Google Sheets is an online spreadsheet app that lets users create and format spreadsheets while simultaneously working with other people. Businesses can use Google Sheets to maintain data consistency across departments and to ensure that every member of their team is on the same page.
Popular Use Cases
Bring all your Salesforce data to Amazon Redshift
Load your Salesforce data to Google BigQuery
ETL all your Salesforce data to Snowflake
Move your Salesforce data to MySQL
Bring all your Google Sheets data to Amazon Redshift
Load your Google Sheets data to Google BigQuery
ETL all your Google Sheets data to Snowflake
Move your Google Sheets data to MySQL
Integrate Salesforce With Google Sheets Today
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Salesforce's End Points
Leads
Track valuable lead information like who your leads are, their contact information, where they were first met and their contact status.
Contacts
Store a contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Accounts
Create an account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.
Opportunities
Create an opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Product
Track a product’s name, description and category. Then, use a product code to search for the product internally, track its progress, or incorporate new data regarding the product.
Campaigns
Track things like the budgeted cost and the actual cost of a campaign. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Events
Schedule events that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.
Custom Objects
Create objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.
Google Sheets's End Points
Developer MetaData
Use developer metadata to keep track of a location or an object in a spreadsheet. This can help you maintain data organization and clarity, even as you scale or continue to add new rows of information.
Spreadsheets
Create new spreadsheets, look up existing spreadsheets via spreadsheet ID, or get data on portions of a spreadsheet using filters. These functions can help you understand and consolidate your data for big-picture business insights.
Values
Maintain full control over the values on your spreadsheet and add, clear, append, or update values as necessary. Use this flexibility to keep your data up-to-date and useful at all times.
Sheets
Use sheets to copy a single sheet from a spreadsheet to another spreadsheet. This can be especially useful when you’re integrating data from various sources or reorganizing your data structure for analytics.
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