- How to login to Salesforce PROD or Sendbox;
You must have the active Salesforce account in order to login. Press LOGIN and select PROD or SANDBOX you will be redirected to salesforce page where you can enter you login and password and then after the authorization you can close this page.
- Get data from Salesforce using "Clone Report";
You can see the list of all you reports and choose one needed an get data from it to the new Google Sheet. Please note that if you already populated the current sheet the new page will be created
Get data from Salesforce using the "Clone SOQL" and SOQL query builder; Get data from Salesforce
using the "Clone SOQL" and SOQL query builder; In that menu you will see our SOQL Builder. At first you will choose the table/object from the list you want to work with in the form “FORM”. You will see only objects you can see by security rules. In the next step you have to choose the columns you want to add to a request there is no limit for the comuns number.It is recommended that you apply the filter to your request to limit the data to get from Salesforce in the form “WHERE” you can select columns and comparison operators for the filter. Comparison operators test whether two expressions are the same. Comparison operators can be used on all expressions. The following table lists the SOQL comparison operators. Operator Meaning = (Equals) Equal to > (Greater Than) Greater than < (Less Than) Less than >= (Greater Than or Equal To) Greater than or equal to <= (Less Than or Equal To) Less than or equal to <> (Not Equal To) Not equal to != (Not Equal To) Not equal to Logical operators test for the truth of some condition.To explain LIKE , IN and NOT IN please see the example below with the object Account as a sample. Operator LIKE can be applied only to the string values. you can build such query :SELECT email FROM Account WHERE name LIKE ‘%ro%the result of this operation will be rows where the NAME is «Bron», «Ron», «Rob» “IN” determines whether a specified value matches any value in a subquery or a list.Example:SELECT id FROM Account WHERE email in (‘email@example.com', ‘firstname.lastname@example.org', ‘email@example.com'). This SOQL will return 2,3,4 “NOT IN” determines whether a specified value does not match any value in a subquery or a list.Example:SELECT id FROM Account WHERE email not in (‘firstname.lastname@example.org', ‘email@example.com', ‘firstname.lastname@example.org'). This SOQL returns only 1,5,6 INCLUDES, EXCLUDES - applies only to multi-select picklists. You can limit the record set returning by SOQL using “”LIMIT. if you set the row “LIMIT you SOQL will return no more records then LIMIT defines.Warning! We don’t advise return more than 200 records once. If you use “LIMIT” then you can use the query pagination feature by setting field “Page”.For example: if you set field “LIMIT” = 50 and “PAGE”=1 then first 50 records for query will be returned then you can select “LImit”=50 and “Page”=2 then next records from 51 to 100 will be returned. Then you can just press “Run Query” and if there are any records that match you request they will be returned to the Google Sheet. Warning! Do not remove the id column and dont change the value in this column. If you leave this field empty then the new record will be created if you populate all other required field in other case the “Error” will be raised. SOQL templates.For a convenient work with the SOQL requests we added the possibility to save SOQL query to the templates. If you use the particular request on a persistent basis it is better to save it as a named template. If you load any template you can edit the SOQL in it but you cannot overwrite it you have to save the modified SOWL as a new template.Templates also supported in Time Plans.There is no limit how many templates you can have if you use unique names for them.
- What is the "Status of sObjects"; We advise you to use this command before working with any object from Salesforce, It will tell you before editing - the field nature and it’s attributes.
How to "Refresh" data from Salesforce; “Refresh” allows you to refresh all information using the query that was used to originally populate the page. For example you used SOQL SELECT name, age FROM Account as result you got the table as on this picture You made some changes and now you sheet looks like that(by yellow marked your changes ): After that as you choose “Refresh” in the menu you will see such picture: In the text field there will be a request that initially was used for the page and you cannot change it. WHen you press on “Refresh” you will get all information that you had before but all you changes will be merged with one from the Salesforce server. ALso you can refresh not the one page but several. All will be like for the one page but it will happen will several pages selected in multi “DROPDOWN”
- Merge Data with Salesforce Database; “MERGE” only uses the data that are currently on the sheet. This function does not return to the page any new data and only merge the values that are currently active. In case of the any data conflicts all data will be presented as in the previous scenario using the symbol “|” where the server value is on the right and the current value on the left.
How to Push Data to Salesforce; “FORCE PUSH” will send all you changes to Salesforce. That command will overwrite all values on the server with the values that you have on the active sheet. “PUSH” command acts a bit differently than “FORCE PUSH”. As soon as it pressed at first the following checks will be run (if any of them return negative result then the merge will end and FORCE PUSH will be called )
Manually Delete data from Salesforce; This command will open the SIdeBar on the right. The user must mark the needed id for deletion (they must follow each other ) As soon as the user l mark them they will appear in a SideBar after that the user must press the “Deletet” button.if the deletion pass well then user will be able to work farther if no then the window will open with the information for the every record.
Automatic Delete from Salesforce; At first a user must mark all id fields with red then run Automatic Delete. The addon will pick up the needed records to be deleted. Warning! If you just removed the rows from Google Sheet the will not be removed from Salesforce.
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