Integrate Salesforce with Google Sheets

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About Google Sheets

Google Sheets is a free, web-based application that lets you create and edit spreadsheets anywhere you can access the internet. Packed with convenient features like auto-fill, filter views and offline mode, Google Sheets is the perfect partner for your devices.

Want to explore Salesforce + Google Sheets quick connects for faster integration? Here’s our list of the best Salesforce + Google Sheets quick connects.

Explore quick connects

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Connect Salesforce + Google Sheets in easier way

It's easy to connect Salesforce + Google Sheets without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Spreadsheet

    Triggers once a new spreadsheet is created.

  • New Spreadsheet Row

    Triggered when a new row is added to the bottom of a spreadsheet.

  • New or Updated Spreadsheet Row

    Trigger when a new row is added or modified in a spreadsheet.

  • Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Record

    Updates a existing record.

  • Create Spreadsheet Row

    Insert a new row in the specified spreadsheet.

  • Create Update Spreadsheet Row

    Create a new spreadsheet row or Update an existing row.

  • Share Sheet

    Share Google Sheet.

  • Update Spreadsheet Row

    Update a row in a specified spreadsheet.

How Salesforce & Google Sheets Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Google Sheets as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to Google Sheets.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and Google Sheets

“Salesforce is a software-as-a-service (SaaS. company that develops CRM software. Salesforce has been one of the fastest-growing enterprise software companies, becoming a Fortune 500 company in less than ten years. Its revenues totaled $4.07 billion for fiscal year 2012.” Wikipedia

“Developed by Google, Google Sheets is a web application that allows users to create and edit spreadsheets online, as part of the Google Drive office suite, which also includes Google Docs, Google Drawings, and Google Slides. It is available as a website and as a mobile app for the Android and iOS operating systems.” Wikipedia

Integration of Salesforce and Google Sheets

Salesforce and Google Sheets integration is an amazing top that can help you with many tasks in your office. You can make use of it to do many things like adding data from Salesforce to the Spreadsheet automatically, updating data from the Spreadsheet to Salesforce automatically, accessing data from different sheets in the Spreadsheet from Salesforce etc. You can connect with both of these programs using Web UI or SOAP API calls in order to integrate them in your office.

If you are using the Salesforce Connect Application type, then you will have to use the Web UI option in order to integrate these two programs. With this option, you will need to set up the connection manually between them. You can refer to the video below for more details on how this is done.

You can also integrate these two programs using SOAP API calls if you are using the Apex Connect Application Type. You will have to add an Apex class to do this task as mentioned in this article.

Benefits of Integration of Salesforce and Google Sheets

The main benefit of integrating these two programs is that you can access data from both of them simultaneously without having to go back and forth between them. This integration also allows you to create reports in Google Sheets so that you can share information with other people who do not have access to Salesforce. Another benefit is that you can access any data which has been shared with you, no matter where it is stored. This helps you to save time and effort since data is stored in only one place instead of two. The most important benefit of this integration is that it helps you create better reports by centralizing all your data in one place.

The process to integrate Salesforce and Google Sheets may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 29,2023 02:06 pm