Salesforce Data Series — Part 3— Connecting Salesforce to Google Sheets

Previously we’ve covered how to write SOQL queries.

Salesforce Data Series— Part 1 — Learning How to Extract Data from Salesforce

Today we’re going to cover a freemium tool to connect G-Sheets to Salesforce (They also have a tool for Excel)

We’re going to use the free version of G-Connector by Xappex to refresh reports and SOQL queries directly in our Spreadsheets. No more downloading and pasting!

From Extensions in Google Sheets, head to Add-Ons and Get Add-Ons.

Next search for G-Connector for Salesforce and select the one from Xappex.

Follow the prompts to connect to your production or sandbox org and then come back to Add-ons and select “Get Data Using SOQL”