Linking Google Sheets to Salesforce: Full Guide : Dorian Sabitov

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April 29, 2025
Linking Google Sheets to Salesforce: Full Guide
by: Dorian Sabitov
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### Summary of Content: Linking Salesforce to Google Sheets **Introduction:** This guide focuses on integrating Google Sheets (GSheets) with Salesforce to simplify data management and enhance productivity. Connecting these platforms allows for automated reporting, reduced manual tasks, and real-time data accuracy. It also promotes collaboration, enabling teams to access and edit Salesforce data without needing extra licenses. **Key Tool: G-Connector for Salesforce** G-Connector is a powerful tool that facilitates seamless two-way data synchronization between Salesforce and Google Sheets. It allows users to easily export reports, import data, and make updates directly in Google Sheets, which then sync back to Salesforce. **Benefits of Integration:** 1. **Elimination of Repetitive Tasks:** Reduces manual data entry by automating data transfers. 2. **Improved Accuracy:** Minimizes errors associated with manual data handling. 3. **Enhanced Collaboration:** Non-CRM users can access and edit Salesforce data. 4. **Data Analysis Tools:** Utilize Google Sheets' features for data visualization and analysis. 5. **Flexibility:** Perform complex data manipulations while keeping Salesforce updated. 6. **Empowerment:** Users can make bulk changes with safeguards for data integrity. **Common Use Cases:** - Exporting Salesforce reports for analysis. - Bulk updating records like contact information. - Importing specific Salesforce data using SOQL queries. - Collaborating on data preparation for campaigns. **Step-by-Step Guide to Using G-Connector:** 1. **Install G-Connector:** Add it to Google Sheets via the Google Workspace Marketplace. 2. **Connect to Salesforce:** Log in and grant necessary permissions. 3. **Import Data:** Use Salesforce reports or SOQL queries to bring data into Google Sheets. 4. **Update Data:** Make changes in Google Sheets and sync back to Salesforce. 5. **Automate Syncs:** Schedule regular updates for both imports and exports. 6. **Manage Bulk Data:** Utilize bulk operations for efficient data management. 7. **Create Dashboards:** Use Google Sheets’ visualization tools for reporting. **Best Practices:** - Keep Salesforce data clean before importing. - Use templates for repetitive tasks. - Automate data syncs to ensure current information. - Double-check field names for accuracy. - Start small with bulk operations to avoid errors. **Conclusion:** Integrating Google Sheets with Salesforce through G-Connector streamlines data management, reduces errors, and fosters collaboration. It is an effective solution for teams looking to enhance their workflows and maintain accurate data. ### Additional Context This integration is particularly beneficial for businesses that rely on Salesforce for customer relationship management but want the flexibility and collaborative features of Google Sheets. By automating data processes, teams can focus more on strategic tasks rather than manual data entry. ### Relevant Hashtags for SEO #SalesforceIntegration #GoogleSheets #DataManagement #GConnector #Automation #Productivity #BusinessTools #DataCollaboration #CRM #Salesforce #GoogleWorkspace #DataAnalysis #SalesforceReports


Introduction: Link Salesforce to Google Sheets and Simplify Data Integration and Management

I assume that everyone has at least once used Google Docs, today we are going to focus on Google Sheets integration with Salesforce. So, why do you need to connect your GSheets with Salesforce? Linking Google Sheets with Salesforce is a smart way to make your work easier and boost productivity. By connecting the two platforms, you can automate reporting, cut down on manual work, and keep your information accurate and current. But that’s not all, this integration has great collaborative and shareable features. Your team can view and edit Salesforce data, so no need to spend money on extra licenses! 

A top tool for this job is the G-Connector for Salesforce. It lets you easily connect Salesforce with Google Sheets, enabling two-way data syncing. Whether you’re exporting Salesforce reports to Google Sheets or bringing data back into Salesforce, G-Connector makes the process simple and hassle-free.

Why Does This Integration Matter?

The integration will come in handy if you want to see your Salesforce reports live in Google Sheets, making it easier to share them with the team and analyze data. For instance, a marketing team could have access to the complete campaign data in Google Sheets for deeper analysis or presentations, even if they don’t have Salesforce licenses.

Or imagine you’re managing a Salesforce spreadsheet for tracking customer leads and need to update lead statuses regularly. With manual methods, this task can be time-consuming and full of manual errors. However, with the G-Connector, you can edit the data directly in Google Sheets, and the changes will automatically reflect in Salesforce.

Benefits of Integration

  • You can eliminate repetitive tasks like copying and pasting data between systems.
  • You will improve accuracy by reducing the risk of errors from manual data entry.
  • You’ll boost collaboration by using a G-Connector for Salesforce to share live Salesforce data with non-CRM users.
  • You can utilize all the data analysis and visualization tools Google Sheets has to offer with your Salesforce data without having to do a single click.
  • You could also enhance flexibility by performing complex data manipulations in Google Sheets while keeping Salesforce updated in real time.
  • You can empower your users to perform quick changes on a massive number of Salesforce records having the necessary guardrails to ensure data accuracy and integrity.
  • Salesforce Data Import becomes a breeze.
  • Your data cleansing tasks will actually feel enjoyable and quick. Imaging correcting a couple of hundred wrong addresses with a mouse click.
  • You can enrich your Salesforce data effortlessly.

Today we are going to overview how to integrate Google Sheets with Salesforce using G-Connector. Whether you’re learning how to import Salesforce tables into Google Sheets or wondering how to link Salesforce to Google Sheets, this guide has you covered.

You can find additional insights in the Google Sheets Salesforce integration article.

Let’s start by exploring what makes G-Connector an excellent tool for this integration. 

What is G-Connector for Salesforce?

The G-Connector is a powerful app that connects Google Sheets with Salesforce, enabling seamless two-way data synchronization. Developed by Xappex, this tool is designed to simplify complex tasks like data imports, exports, and updates between the two platforms.

Why G-Connector is a Game-Changer

For many businesses and teams, managing Salesforce data in its native interface can be difficult, especially when dealing with large datasets or frequent updates. G-Connector bridges the gap by bringing Salesforce data into Google Sheets, a familiar and flexible environment, where users can:

  1. Edit and Update Data Easily: Make changes directly in Google Sheets and push them back to Salesforce with just a few clicks.
  2. Save Time with Automation: Schedule data syncs to keep everything up-to-date without manual effort.
  3. Collaborate in Real Time: Work on Salesforce data in Google Sheets with your team, ensuring everyone has access to the latest information.

Key Features of G-Connector

  1. Two-Way Sync: 

With G-Connector, you can export Salesforce data to Google Sheets and make updates directly in the spreadsheet. Once your edits are done, push the data back to Salesforce without switching platforms.

  1. Scheduled Updates: 

Automate the process of refreshing Salesforce data in Google Sheets. For example, you can schedule updates every hour to ensure your reports and dashboards always display the latest information. Want to upload data from your Google Sheet to Salesforce automatically too? Not a problem! The automations work both ways.

  1. Bulk Data Management: 

G-Connector supports bulk operations, allowing you to insert, update, or delete thousands of Salesforce records at once. This is particularly useful for sales or marketing teams handling large data sets.

  1. Dynamic SOQL Queries: 

Use Salesforce Object Query Language (SOQL) to customize your data imports. For instance, you can pull a list of leads from a specific region or opportunities above a certain value, ensuring you work with the exact data you need.

  1. Custom Dashboards: 

Create dashboards in Google Sheets, leveraging its charts and pivot tables to visualize Salesforce data. These dashboards can be shared with team members, even those without Salesforce access.

  1. Schedule team notification:

Automate notifications sent to your team members via Email, Slack, and Chatter every time your data changes.

  1. Google Drive to Salesforce integration:

Import/Export and share Salesforce files and data in your team’s shared Google Drive.

Let’s say you’re managing a team of sales reps who update their lead statuses daily. Instead of entering changes directly into Salesforce, they can use G-Connector to sync Salesforce data into Google Sheets. The team can make updates collaboratively in the spreadsheet, and once finalized, push all changes back to Salesforce in bulk. This saves hours of repetitive work and ensures data accuracy.

Common Use Cases

  1. Export Salesforce Reports to Google Sheets
    Teams often need to analyze Salesforce data in Google Sheets for deeper insights. For instance, a sales manager might export Salesforce reports to Google Sheets to calculate quarterly performance or identify trends in customer behavior.
  2. Updating Salesforce Records in Bulk
    Instead of editing records one by one in Salesforce, you can use Google Sheets to make bulk changes, like updating contact information or changing the status of opportunities. Once updated, push these changes back to Salesforce in one go using G-Connector.
  3. Importing Salesforce Tables into Google Sheets
    Need specific data from Salesforce? Use dynamic SOQL queries to pull only the information you need, such as all open deals over $50,000 or active campaigns from the last quarter.
  4. Collaborating on Data Preparation
    Teams working on proposals or campaigns can prepare and format Salesforce data in Google Sheets before syncing it back to Salesforce. For example, a marketing team might edit campaign budgets and timelines in Google Sheets and then upload the finalized data to Salesforce. 

Currently, I’m using G-Connector on a daily basis. While participating in a recent hackathon, we helped a non-profit organization manage extensive donor and volunteer data. By adopting G-Connector, they automated data syncing between Salesforce and Google Sheets, freeing up time to focus on recruiting volunteers and supporting their mission.

G-Connector is more than a simple data tool; it’s a comprehensive solution for managing and automating Salesforce data in a user-friendly and collaborative environment.

Step-by-Step Guide to Using G-Connector for Salesforce

Integrating Salesforce with Google Sheets using G-Connector for Salesforce is straightforward and efficient. Here’s a detailed guide to help you get started:

Step 1. Install G-Connector

To begin, you need to add the G-Connector app to your Google Sheets.

  • Open Google Sheets:
    Start by opening any Google Sheet.
  • Go to the Extensions Tab:
    Click on Extensions > Add-ons > Get add-ons. This will open the Google Workspace Marketplace.
  • Search for G-Connector:


In the search bar, type “G-Connector for Salesforce” and hit Enter. Once located, click on the app to open its page.

  • Install the App:
    Click the Install button and grant the required permissions. G-Connector will now be available in your Extensions menu.

Step 2. Connect G-Connector to Salesforce

Once installed, you’ll need to link your Salesforce account.

  • Open G-Connector:
    Navigate to Extensions > G-Connector for Salesforce > Start.
  • Log In to Salesforce:


A pop-up window will appear, prompting you to log in. Choose whether to connect to a Production or Sandbox environment, then enter your Salesforce credentials.

  • Grant Permissions:
    Allow G-Connector to access your Salesforce data by clicking Allow when prompted.

Step 3. Import Data from Salesforce

Are you wondering how to copy and paste from Salesforce to Google Sheets? You can now bring data from Salesforce into Google Sheets.

  • Choose Your Import Method:
    • We are using a Salesforce Report:


Select Import Data > From Salesforce Report. Pick the desired report from the list and export Salesforce report to Google Sheets, also specifying where you want the data to appear in Google Sheets.

Use a SOQL Query:
For more precise data, select Import Data > Using SOQL Query. Enter a custom query to pull specific information. 

  • Run the Import:
    Click Get Data, and the data will populate your Google Sheet.

Step 4. Update Data in Salesforce

Editing Salesforce data is easier with G-Connector.

  • Make Changes in Google Sheets:
    Adjust any fields or values directly in the sheet. For example, update lead statuses, opportunity stages, or contact information.
  • Push Updates to Salesforce:


Go to Extensions > G-Connector for Salesforce > Push Data. Select the records you want to update and click Push to sync changes back to Salesforce.

Step 5. Automate Data Syncs

Save time by setting up scheduled data refreshes or uploads.

  • Schedule Automatic Imports:


Select Extensions > G-Connector for Salesforce > Schedule Data Operations. Define the frequency (e.g., hourly, daily) and let G-Connector handle the updates.

  • Schedule Automatic Updates:
    Configure G-Connector to push updates from Google Sheets back to Salesforce at regular intervals.

Step 6. Use Bulk Data Features

G-Connector excels at managing large datasets.

  • Insert New Records:
    Add rows of new data in Google Sheets, then use the bulk Insert function to create new records in Salesforce.
  • Upsert Records:
    Combine insert and update operations with the Upsert feature, which automatically detects whether a record exists and either updates it or creates a new one.
  • Delete Records:
    Mark records in Google Sheets for deletion and push the changes to Salesforce to remove outdated or incorrect entries.

Step 7. Create Dashboards and Alerts

Take advantage of Google Sheets’ visualization tools to build real-time dashboards.

  • Visualize Salesforce Data:
    Use pivot tables, charts, and conditional formatting in Google Sheets to create reports and dashboards.
  • Set Up Alerts:


Configure notifications in G-Connector to send alerts via Slack, email, or Chatter when specific data conditions are met.

Tips and Best Practices for Using G-Connector with Google Sheets

To get the best results from the G-Connector for Salesforce and your Google Sheets Salesforce integration, you’ll want to follow some simple tips. These will help you work more efficiently, avoid mistakes, and save time.

1. Keep Your Salesforce Data Clean

Before pulling data into Google Sheets, take a moment to review your Salesforce records. Clean up duplicates, outdated entries, or irrelevant data. When your Salesforce data is well-organized, it’s easier to work with in Google Sheets.

For example: If you’re pulling a list of leads, filter it down to just the ones you’re actively working on instead of importing every lead in your system.

2. Use Templates to Save Time

If you run the same reports or processes often, set up templates in Google Sheets. For example, create a pre-formatted sheet for your weekly sales pipeline review with all the formulas and charts already in place.

Pro Tip: Save your templates in a shared Google Drive folder so everyone on your team can use them.

3. Automate Data Syncs

Don’t waste time manually refreshing your data. Use G-Connector’s scheduling feature to set up automatic updates.

  • Import Data Automatically: Schedule Salesforce data to refresh in Google Sheets every morning before your team starts work.
  • Push Updates Back Automatically: If you update Salesforce from Google Sheets, schedule those changes to sync daily or weekly.

This automation ensures your data is always current without you having to lift a finger.

4. Double-Check Field Names

When you’re updating Salesforce data from Google Sheets, make sure the column headers in your sheet match the field names in Salesforce. A mismatch can cause errors.

Example: If your Salesforce field is Lead Source, your column in Google Sheets should be named Lead Source too.

5. Use SOQL Queries to Focus on What Matters

For precise data, try using SOQL (Salesforce Object Query Language). This allows you to pull only what you need, instead of importing everything.

Example Queries:

To get only active campaigns:<br>SELECT Name, StartDate, EndDate FROM Campaign WHERE IsActive = true
To get deals closing this quarter:<br>SELECT Name, StageName, Amount FROM Opportunity WHERE CloseDate = THIS_QUARTER

This keeps your Google Sheet clean and focused.

6. Start Small with Bulk Changes

When performing bulk operations like updating or inserting records, always start with a small batch. This helps you catch any issues before they affect a large number of records.

Pro Tip: Always back up your Salesforce data by exporting it to Google Sheets first. If anything goes wrong, you’ll have a copy to restore from.

7. Set Up Notifications to Stay in the Loop

Use G-Connector to send notifications when something important happens, like when a sync is completed or an error occurs.

8. Work Together in Google Sheets

One of the best things about Google Sheets is its real-time collaboration. Multiple team members can update data together while seeing each other’s changes live.

Example: Your marketing and sales teams can work on a shared sheet to track campaign performance, with Salesforce syncing updates seamlessly in the background.

9. Use Snapshots to Track History

Set up G-Connector to take regular snapshots of your Salesforce data and save them in Google Drive. These snapshots act as a time capsule, letting you compare how your data changes over time.

10. Manage Permissions Wisely

Only give G-Connector access to users who really need it, and review these permissions regularly. This keeps your data secure and prevents accidental changes.

Following these simple tips will make your Google Sheets Salesforce integration smoother, faster, and more accurate.

Wrapping Up: Connecting Google Sheets Salesforce

Integrating Google Sheets with Salesforce using the G-Connector for Salesforce is a smart move for any team or organization looking to save time, reduce errors, and simplify their workflows. By automating data updates, managing bulk records, and providing real-time collaboration, the G-Connector is an all-in-one data management tool that makes it easy to handle even the most complex data tasks.

Whether you need to export Salesforce reports to Google Sheets, update records in bulk, or create dashboards for your team, G-Connector provides the tools you need to make these tasks faster and more efficient. Its features like scheduled data syncs, SOQL queries, and customizable workflows mean you can focus on your work instead of manual data management.

Why Choose G-Connector?

Let’s recap what makes it stand out:

  • Two-way data sync: Seamlessly move data between Salesforce and Google Sheets.
  • Automation: Schedule updates so your reports and records are always current.
  • Bulk operations: Easily handle thousands of records with mass updates, inserts, or deletions.
  • Ease of use: Work in the familiar environment of Google Sheets while managing Salesforce data.
  • Collaboration: Enable teams to work together on live data without worrying about version control.
  • Top-rated customer support – One of G-Connector’s biggest advantages is its Salesforce professional customer support. Users consistently highlight fast response times, expert troubleshooting, and personalized assistance. Whether it’s technical guidance, issue resolution, or workflow optimization, their support team ensures a smooth experience. Many reviews mention that the quality of support alone makes G-Connector worth the investment.

If you’re ready to take your Google Sheets Salesforce integration to the next level, G-Connector is the tool for you. It simplifies the way you handle data and ensures your Salesforce records are accurate and up-to-date.

The post Linking Google Sheets to Salesforce: Full Guide appeared first on SFDC Lessons.


April 29, 2025 at 04:36PM
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