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.
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 connectsLooking for the Google Sheets Alternatives? Here is the list of top Google Sheets Alternatives
It's easy to connect Salesforce + Google Sheets without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers when a new attachment is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Triggers once a new spreadsheet is created.
Triggered when a new row is added to the bottom of a spreadsheet.
Trigger when a new row is added or modified in a spreadsheet.
Create a new attachment (max 25 mb)
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Updates a existing record.
Insert a new row in the specified spreadsheet.
Create a new spreadsheet row or Update an existing row.
Share Google Sheet.
Update a row in a specified spreadsheet.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
“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
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. https://developer.salesforce.com/docs/atlas.en-us.pages_connect__api_reference/pages_connect__api_reference/soap_api_reference/SOAP_API_SoapConnection__Overview__Page.htm?meta=true&path=/content/help/sfdc/a0079614644549
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.
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