ALLEN YANG: Google Cloud is excited to announce
a new integration between Salesforce and Google Sheets,
a Sheets add-on called Data Connector for Salesforce.
This add-on, made by Google Cloud,
will allow users to pull in reports or custom
queries of data from Salesforce into Sheets.
It will also allow users to make edits to that data in Sheets
and to sync back those changes into Salesforce.
This add-on will allow any users of Salesforce and G Suite
to access their important CRM data
in a way where they can also use the powerful features
of Sheets, such as Explore, Pivot Tables, Charting
or Real-Time Collaboration.
We are releasing this add on as a public beta
at the next conference in July 2018.
We encourage you to check it out.
The Data Connector for Salesforce add-on
can be found in the Sheets add-on store,
just like any other add-on.
To visit the store for this or other add-ons in Sheets,
go to Add-ons, Get Add-ons, and search for the name "Data
Connector for Salesforce."
After the add-on installs, you will
find it in the add-ons menu for any Sheets file you open.
You may first need to enable the add-on.
Click that if you see that option.
To use the add-on, you first need
to log into your Salesforce account via the add-on.
To do this, visit Add-ons, Data Connector for Salesforce, Log
Into Salesforce.
This will allow you to choose a particular environment
to log into, and then you'll see a pop-up window
with a Salesforce login screen.
After you've logged in successfully,
you should see the main add-on sidebar on the right.
To pull the sidebar up in the future,
you can always go to the Add-ons menu, Data Connector
for Salesforce, Open.
In the sidebar, you'll see the main manual of operations
that this add-on can perform.
You can pull in Salesforce reports.
You can construct custom queries to import.
You can make changes to the data in Sheets
and push those updates to Salesforce,
or you can even delete data from Salesforce.
Let's take a look at the Reports functionality.
With this option, you'll see a list
of the reports you have access to in Salesforce.
You can choose to import this data into the current tab
or a new tab.
Now let's walk through the import functionality.
With this feature, you can select one or multiple objects
in Salesforce and then select different fields
on those objects.
And in the third step, you can add filtering conditions
to reduce the amount of data you pull in,
or you can even see and edit the raw query that's being built.
When you click Get Data, the query you just constructed
will get imported into the tab.
The add-on also has two powerful operations
that allow you to update or even delete data
from your Salesforce account.
To use these functions, we recommend
that you first use the add-on to import data you want to change.
After you make your desired changes in the sheet,
you can click on Update.
Here, you'll be asked for the range and the tab that
has the data you've updated, and for the objects that you're
changing.
Note that you can insert new rows of data
into Salesforce, updating existing records,
or perform an insert or update operation.
The add-on will output the results of this operation
in the column you designate.
Finally, there's also the Delete operation.
For this, simply highlight in the tab the data
you want to delete.
Then in the add-on, click Refresh the Selected Range.
Then if everything looks right, click Delete.
Note that the Update and Delete functions do
change the data in Salesforce.
Please use them with caution.
Also note that all the operations in the add-on
will respect any permissions that your administrator has
set over access to specific objects or reports
in Salesforce.
The Data Connector for Salesforce Sheets add-on,
made by Google Cloud, is an exciting new addition
to the strategic partnership between Google Cloud
and Salesforce.
We're creating these kinds of integrations
to offer the only Cloud-native collaboration
platform of its kind.
It will allow companies to surface powerful intelligence
about their customers from Salesforce directly within G
Suite products like Sheets.
Thanks for listening, and we hope
that you'll have a chance to try out the new Data Connector
for Salesforce Sheets add-on.