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URL: https://www.cdata.com/kb/tech/salesforce-spreadsheets-google-sheets.rst

⇱ Access Live Salesforce Data in Google Sheets through Connect Spreadsheets

Access Live Salesforce Data in Google Sheets through Connect Spreadsheets

👁 Cameron Leblanc
Cameron Leblanc
Senior Technology Evangelist
Use Connect Spreadsheets by CData to gain access to live Salesforce data from your Google Sheets.

Looking for Connect AI instructions?

Your Connect AI account includes Connect Spreadsheets, so you can use the instructions below. You can expect minor differences when referencing the Connect Spreadsheet platform, but the principles still apply!


Google Sheets is a web-based spreadsheet program provided by Google. When integrated with Connect Spreadsheets by CData, you can effortlessly gain access to Salesforce data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to Salesforce within Connect Spreadsheets and accessing live Salesforce data seamlessly within Google Sheets.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

This setup requires a Connect Spreadsheets account and the Connect Spreadsheets Add-On for Google Sheets. To get started, sign up a free Connect Spreadsheets account and install the free Connect Spreadsheets Google Sheets Add-On.


About Salesforce Data Integration

Accessing and integrating live data from Salesforce has never been easier with CData. Customers rely on CData connectivity to:

  • Access to custom entities and fields means Salesforce users get access to all of Salesforce.
  • Create atomic and batch update operations.
  • Read, write, update, and delete their Salesforce data.
  • Leverage the latest Salesforce features and functionalities with support for SOAP API versions 30.0.
  • See improved performance based on SOQL support to push complex queries down to Salesforce servers.
  • Use SQL stored procedures to perform actions like creating, retrieving, aborting, and deleting jobs, uploading and downloading attachments and documents, and more.

Users frequently integrate Salesforce data with:

  • other ERPs, marketing automation, HCMs, and more.
  • preferred data tools like Power BI, Tableau, Looker, and more.
  • databases and data warehouses.

For more information on how CData solutions work with Salesforce, check out our Salesforce integration page.


Getting Started


Configure Salesforce Connectivity for Google Sheets

Connectivity to Salesforce from Google Sheets is made possible through Connect Spreadsheets. To work with Salesforce data from Google Sheets, we start by creating and configuring a Salesforce connection.

  1. Log into Connect Spreadsheets, click Sources and click Add Connection 👁 Adding a Connection
  2. Select "Salesforce" from the Add Connection panel 👁 Selecting a data source
  3. Salesforce uses OAuth to authenticate. Click "Sign in" to authenticate with Salesforce. 👁 Authenticating with OAuth (Salesforce is shown).

With the connection configured, you are ready to connect to Salesforce data from Google Sheets.

Access Live Salesforce Data from Google Sheets

The steps below outline connecting to Connect Spreadsheets from Google Sheets to access live Salesforce data.

  1. Log into Google Sheets, create a new sheet (or open an existing one).
  2. Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
  3. Search for Connect Spreadsheets Add-On and install the Add-on. 👁 Install the Add-On
  4. Authorize the Add-On. 👁 Authorize the Add-On
  5. Back in Google Sheets, click Add-ons and open the Connect Spreadsheets Add-On. 👁 Opening the Add-On
  6. In the Add-On panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account 👁 Authenticating with Connect Spreadsheets
  7. In the Connect Spreadsheets panel in Google Sheets, click Import 👁 Connect Spreadsheets panel in Google Sheets
  8. Choose a Connection (e.g. Salesforce1), Table (e.g. Account, and Columns to import 👁 Choosing a Connection, Table, and Columns
  9. Optionally add Filters, Sorting, and a Limit 👁 Filters, Sorting, Limits
  10. Click Execute to import the data and opt to overwrite the existing sheet or create a new one. 👁 Opting where to import the data

Live Access to Salesforce Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Salesforce data from your Google Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

👁 Imported data (Salesforce is shown)

Try Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.