Is syncing Salesforce with Google Sheets giving you a headache? You’re not the only one. Many businesses run into roadblocks when trying to move data between these two systems.

Salesforce is a leader in customer relationship management. It’s your go-to for tracking leads, managing contacts, creating workflows, and running reports. Meanwhile, Google Sheets is a flexible tool for organizing and analyzing all kinds of data, from sales figures to customer information.

By connecting these platforms, you unlock powerful capabilities. With Google Sheets, you get dynamic reporting and collaboration, while Salesforce keeps all your valuable customer data in one place. The tricky part? Figuring out how to link them without spending hours on manual updates.

In this blog, we’ll show you how to set up this integration quickly. We’ll start with the easiest option—Superjoin. Its no-code setup and automatic data refreshes make connecting Salesforce to Google Sheets a breeze. Then, we’ll look at other methods like Zapier and Google Apps Script. Let’s get started!

Different Methods of Integrating Salesforce to Google Sheets

1. Using Superjoin’s Salesforce Connector: No-code, 2-way sync, automated reporting, and workflow integration, ideal for bulk data operations and updates.

2. Using Zapier: Simplified workflows with easy setup, best for limited and pre-designed tasks, but not effective for larger datasets.

3. Using Google apps script :Recommended for developers who are looking for granular control

4. Using Salesforce Data Connector: Ideal for smaller datasets, offering a simple setup for basic data transfers, but not suited for handling larger volumes of data

Now, let's take a look at how Superjoin compares with other Salesforce Connectors for Google Sheets:

Let’s dive deep into each method and see how to import Salesforce Data into Google Sheets:

Method 1: Using Superjoin

Here’s a quick guide on how to connect Salesforce to Google Sheets using Superjoin:

1. Install Superjoin: Open Google Sheets, go to Extensions > Add-ons > Get add-ons, and search for “Superjoin.” Install it from the Google Workspace Marketplace.

   
   

2. Launch Superjoin: Return to Extensions and launch Superjoin from the menu. It will open as a sidebar within Google Sheets.

3. Connect Salesforce: Click on "Sources" in Superjoin, select Salesforce from the list, and authorize the connection.

Click on Connect to connect to your Salesforce account and follow the on-screen instructions.

4. Preview Data: After connecting, preview your Salesforce data to ensure you are selecting the correct data for import. You can filter and sort the data in this step.

5. Import Data: Choose the data you want to import, such as Accounts, Leads, or Opportunities, and click "Import."

6. Set Up Auto-Refresh: Schedule automatic refreshes to keep your data up-to-date in Google Sheets.

Why Choose Superjoin?

Superjoin is the ideal Salesforce to Google Sheets connector, offering unique features that make it stand out. Let’s look at the sea of features that Superjoin offers:

• Quick and Easy Integration: Several tools offer easy integration between Salesforce and Google Sheets. However, Superjoin’s one-click connector makes it quicker and simpler than the rest. You can perfectly sync your data, without any hassle.

  
  

• Automated Data Refresh: With Superjoin, you can schedule automatic refreshes to ensure your Google Sheets always contain the most current Salesforce data, saving time and reducing manual work.

  
  

• Flexible Data Import: The ability to preview and filter data before import ensures that you only pull in relevant fields, eliminating unnecessary clutter and focusing on what matters most for your reporting and analysis.

  
  

• Visual Data Preview: Superjoin’s visual preview features allows you to see your data before importing it. You can customize columns, sort, and filter for a clean and organized import.

  
  

By choosing Superjoin, you streamline your Salesforce data workflows, boost productivity, and maintain accurate, data synchronization between Salesforce and Google Sheets.

We go a lot more in-depth about these features in our Salesforce Integrations page.

Apart from Superjoin, here are some other ways to connect Salesforce with Google Sheets which you might want to take a look at:

Method 2: Zapier

Another method that you might have heard about is Zapier allows you to create a Zap that syncs Salesforce with Google Sheets. This option doesn’t require coding but can be limiting for more complex data syncs.

Steps:

1. Create a New Zap from the homescreen.

2. Set up Salesforce as the trigger app (e.g., new contact or opportunity).

3. Set up Google Sheets as the action app (e.g., create a new row or update an existing one).

4. Test the Zap to ensure it functions correctly and activate it.

Advantages

• Ease of Use: Zapier's drag-and-drop interface makes it beginner-friendly, ideal for non-technical users who want to automate simple tasks between Salesforce and Google Sheets.

• Pre-Configured Zaps: Zapier offers pre-built templates for common integrations, speeding up setup.

Limitations

• Limited Customization: While Zapier is good for basic workflows, it can be limiting for more complex processes, such as managing large datasets or handling multiple triggers.

• Cost: Zapier's free plan has restrictions on the number of Zaps and tasks, and scaling up may require a premium plan, which becomes expensive as workflow complexity increases.

• Not meant to handle large datasets: Zapier is an IFTTT(if this then that) tool to create workflows that need to be real-time, it's not meant to handle large data sets for eg: Getting 100s of contacts from Salesforce to do any analysis or reporting. 

Method 3: Using Google Apps Script

Google Apps Script, unlike Superjoin, requires JavaScript programming skills and familiarity with APIs. It allows you to create custom integrations between Salesforce and Google Sheets. While it offers full control, it requires extensive coding skills. This can be time-consuming to set up, and needs ongoing maintenance to handle API changes or any new features.

Step 1: Create a New Google Apps Script Project

1. Open a new or existing Google Sheet.

2. Click on Extensions > Apps Script. This will open the Google Apps Script editor in a new tab.

Step 2: Set Up Your Salesforce Connection

You'll need your Salesforce instance's API endpoint and an API token. You can generate an API token from Salesforce by following these steps:

1. In Salesforce, go to Settings > My Personal Information > Reset My Security Token.

2. Copy the security token sent to your email.

Step 3: Write the Script to Connect Google Sheets with Salesforce

In the Google Apps Script editor, write a function that makes an HTTP GET request to retrieve data from Salesforce.

Here is a sample script:

function getSalesforceData() {
  var sheet = SpreadsheetApp.getActiveSpreadsheet().getActiveSheet();
  // Salesforce login credentials
  var username = 'your-salesforce-username';
  var password = 'your-password' + 'your-security-token'; // Password + API security token
  var loginUrl = 'https://login.salesforce.com/services/oauth2/token'; // Use test.salesforce.com for sandbox
  // Set up Salesforce OAuth
  var loginPayload = {
    'grant_type': 'password',
    'client_id': 'your-client-id',  // Found in Salesforce App Settings
    'client_secret': 'your-client-secret',  // Found in Salesforce App Settings
    'username': username,
    'password': password
  };
  var loginOptions = {
    'method': 'post',
    'payload': loginPayload
  };
  var response = UrlFetchApp.fetch(loginUrl, loginOptions);
  var accessToken = JSON.parse(response.getContentText()).access_token;
  var instanceUrl = JSON.parse(response.getContentText()).instance_url;
  // Set the SOQL query
  var soqlQuery = "SELECT Id, Name, AccountNumber FROM Account LIMIT 10";
  var queryUrl = instanceUrl + "/services/data/v54.0/query?q=" + encodeURIComponent(soqlQuery);
  var queryOptions = {
    'method': 'get',
    'headers': {
      'Authorization': 'Bearer ' + accessToken
    }
  };
  var queryResponse = UrlFetchApp.fetch(queryUrl, queryOptions);
  var records = JSON.parse(queryResponse.getContentText()).records;
  // Write the Salesforce data to the Google Sheet
  for (var i = 0; i < records.length; i++) {
    sheet.getRange(i + 1, 1).setValue(records[i].Id);
    sheet.getRange(i + 1, 2).setValue(records[i].Name);
    sheet.getRange(i + 1, 3).setValue(records[i].AccountNumber);
  }
}

Step 4: Run the Script

1. In the Apps Script editor, click the play button to run the script.

2. Authorize the script to access external services when prompted.

3. Check your Google Sheet for the data imported from Salesforce.

Advantages

Here’s a look at what you’ll get with Apps Script:

1. Full Control: You get complete flexibility to customize exactly how and what data is pulled, manipulated, and displayed in your Google Sheets.

2. Free to Use: If you’re comfortable with coding, it comes at no extra cost, saving you the fees that other third-party tools might charge.

Limitations

Using Google Apps Script to integrate Salesforce with Google Sheets is an option, but it’s not always the most practical or efficient for everyone. Here’s why:

1. Coding Skills Required: If you’re not comfortable with JavaScript and APIs, Apps Script can be challenging to use.

2. Time-Consuming Setup: Unlike quick, no-code solutions, setting up and testing scripts takes considerable time.

3. Ongoing Maintenance: API updates can break your script, requiring regular maintenance.

4. Error-Prone: Custom scripts often need more effort to handle issues like API failures, rate limits, or unexpected data formats.

The integration of Salesforce with Google Sheets presents many opportunities for businesses seeking to improve their data management and analytical capabilities. However, one might wonder: “Why is it essential to connect Salesforce to Google Sheets in the first place?

This question leads us to explore various benefits derived from this integration, particularly in different contexts.

Method 4: Salesforce Data Connector 

The Salesforce Data Connector Chrome Extension is another method of integrating your Salesforce data with Google Sheets. Here is how to use it. 

Step 1: Download add-on

1. Open a sheet in Google Sheets.

2. At the top, click Extensions  Add-ons  Get add-ons.

3. In the top right search bar, search for "Salesforce Connector"

4. Next to the add-on, click Install .

   
   

5. Log-in to your Salesforce account and select whatever operation you want to perform.

Salesforce data connector limitations:

This Salesforce Data connector is also a popular Salesforce connector for Gmail. With a significant amount of reviews stating “Salesforce Connector for Google Sheets not working”, there are a bunch of other limitations associated with the connector that we will go over in brief:

• Automatic Refresh Issues: Sometimes, the data doesn’t automatically refresh as expected, so you might need to manually update it more often than you'd like.

• Blank Window Problem: There are times when a blank window pops up, which can be pretty frustrating since it interrupts your workflow.

• Data Truncation: If any of your cell values are longer than 254 characters, they get cut off, meaning you might lose important details.

• Row Limit: You’re limited to importing 2,000 rows at a time, which can be a problem if you’re working with larger datasets.

Why Connect Salesforce with Google Sheets

Simplified Reporting:

• Easily access and organize Salesforce data in Google Sheets, bypassing the need for technical navigation in Salesforce.

• Create custom reports with charts and pivot tables in Google Sheets, simplifying reporting and data visualization.

Customer Segmentation:

• Segment customers by demographics, purchasing behavior, or engagement directly in Google Sheets for targeted marketing.

• Identify high-value segments to focus on, helping increase customer loyalty and satisfaction through personalized engagement.

Campaign Tracking:

• Combine Salesforce data with other marketing sources in Google Sheets for a unified view of campaign performance.

• Track ROI and make data-driven adjustments to campaigns easily, improving effectiveness and customer engagement.

Churn Analysis:

• Identify at-risk customers by analyzing Salesforce data in Sheets, which enables retention strategies.

• Track historical churn data in Google Sheets, helping teams see patterns over time and improve retention efforts.

Bulk Data Management:

• Save time by performing bulk operations like updates or deletions in Sheets, rather than handling records individually.

• Use Sheets to validate and organize Salesforce data before syncing, ensuring consistency and accuracy.

Lead Management:

• Track and analyze lead status in Sheets to streamline follow-ups, preventing missed opportunities.

• Apply lead scoring in Sheets to prioritize leads more effectively, helping sales teams focus on high-potential prospects.

Financial Tracking:

• Monitor invoices, payments, and forecasts in Sheets for a complete financial view, aiding in budgeting and planning.

• Generate automated financial reports in Sheets, simplifying review processes for finance teams without needing direct Salesforce access.

Connecting Salesforce to Google Sheets simplifies tasks across departments, enhancing data management, reporting, and overall productivity.

Other Salesforce Google Workspace integrations

Salesforce also offers integrations with other Google Services, listed below are some of them:

Salesforce and Google Drive
Integrating Salesforce with Google Drive allows teams to extend storage and streamline file sharing, making it accessible to users outside Salesforce. This setup improves collaboration and resource-sharing across teams. Here’s an app to help you integrate Salesforce with Google Drive.

Salesforce and Google Calendar
Connecting Salesforce to Google Calendar keeps events, tasks, and meetings in sync. Sales teams can view all Salesforce appointments within their Google Calendar, reducing manual updates and supporting efficient schedule management. For a step-by-step setup, check out this Salesforce-Google Calendar integration app.

These integrations streamline workflows, reduce the need for platform switching, and make it easier to share information smoothly across teams.

Conclusions and Key Takeaways

Salesforce has a ton of powerful data, but let’s be honest, but it can be pretty overwhelming for non-technical users. That’s where connecting Salesforce to Google Sheets comes in handy. It lets you work with your data using familiar spreadsheet tools, making analysis a breeze. Plus, your reports stay up-to-date without any extra effort.

If you’re stuck doing a repetitive task every day, like adding new leads to Salesforce from Google Sheets, why not automate it? It’s an easy way to cut out the busywork and save time.

By utilizing Superjoin, businesses can streamline their workflows, automate data imports, and gain valuable insights from their Salesforce data without requiring coding skills.

In conclusion, the integration of Salesforce and Google Sheets empowers organizations to harness their data for better decision-making, enhanced customer management, and improved overall performance. Teams can unlock new levels of productivity and insight, ultimately leading to greater success in their business endeavors.