CHELSEA FISCHBACH: Hello.
Today I'm going to be showing you
a new add-on for Google Cloud that
will allow you to seamlessly import, update, manage,
and share data from Salesforce using Google Sheets.
My name is Chelsea Fischbach.
I'm from the Global Technology Partnerships team.
And we're going to be talking about how
you can use this add-on to improve
the collaboration of your team and save time every day
with your Salesforce workflows.
Let's dive in.
Let's start by looking at a lead report in Salesforce.
You can see here that it's broken down
by status and by lead owner.
Today we're going to be focusing on a use case
where you're at the end of a quarter
and you're looking to update your lead data
to better project your sales for the following quarter.
This is just an example, though, and you
can use any object that you have configured in your Salesforce
instance.
Let's go ahead and jump over to the add-on
to see what this data will look like in Google Sheets.
So you can see here that we have a sheet already open.
Let's go ahead and open up the add-on.
If you don't have the add-on already installed,
you can get it from the Get Add-ons menu.
So let's open up the add-on.
Here you can see all the options that
are available for you to take using the add-on.
Let's start by pulling in the data
from that report we were just looking at.
From the Reports option you can choose a recently run
report or search any report that's
in your Salesforce instance.
Let's go ahead and pull up the Leads Report by Status
as we were looking at in the previous view.
We're going to import this data to the current sheet, which
will wipe out the data that we have there.
If you want to keep the data in your current sheet,
just open up a new tab.
You can see here all the data from that report loaded
in the sheet.
We can see the status, the owner.
We can also see a lot of demographic data
about the lead.
This data can be really helpful when
you're looking to share data with people who might not
have access to Salesforce or when
you're doing those year-end reports
and you want to use all the power of Sheets to build charts
and to just make better business decisions.
Now, let's look at what we can do if we import a custom query.
From the Import option, you can choose any object
that you have access to in your Salesforce database.
Let's go ahead and pull up the Lead object
that we were looking at previously.
You can also, at this point, load the last data import
settings to quick start the process
if you previously were running imports using the add-on.
With the Lead object selected, let's go ahead
and look at the fields that we can import from the next step.
Here you can choose from the fields that
are available for this object.
Today we're going to be importing the State as well
as the Status.
And this allows us to focus on the data set that we're
most interested in changing.
Let's also import the Company Name and the Lead ID.
The Lead ID is very important because it
allows us to know what object we want to update.
Finally, let's filter the data that we're
going to be updating.
First, we're going to choose the State,
and we're going to filter on California, because that's
the territory that we want to make changes to today.
We're also going to choose the Status.
And you can see here that we load
in the picklist from Salesforce, so we
follow all of the data formatting requirements
that you already have configured in Salesforce.
Let's select Contacted to focus on
leads that we've reached out to but haven't gotten back to us.
One thing I do want to point out is
that we do have a SOQL Editor available.
This will allow you to customize the query
further than is available in our graphic interface.
Now that we've chosen the data that we want to import, let's
go ahead and get the data.
You can see here that we've pulled
in the State, the Status, the Company, and the ID.
These are exactly the fields that we asked for,
and so we're ready to start making our updates.
Let's go into Status, and we're going
to choose to unqualify some of these leads.
So we can edit this just like any other sheet
in our instance.
And we can use formulas or functions, whatever is
needed to make those updates.
You can see here that we've updated several of them
to Unqualified, and we're going to go into the Update flow
to see how we can make the change on the Salesforce side.
Inside the Updates flow we'll see
that the options that we have selected
are highlighted in yellow.
This allows us to know which objects
we're going to be updating when we make these changes.
It's very easy to make changes.
We just choose a new selection, and hit Refresh the Selected
Range.
You can see here that the new options
are highlighted in yellow now.
Now that we have the correct selection,
we can go ahead and confirm the data that we want to update.
You'll see that we make some smart decisions to try
to make it easy for you to make updates to your data
through this process.
If we look at the Lead object that we're updating,
we'll see that it's already selected, which
we can tell from the ID number.
You can see that there are three functions available for us
to make changes.
The first is Insert, which allows
you to insert a new record, the second
is Update, which allows you to update existing records,
and the third is Insert or Update,
which will update a data point if it already exists
or insert a new one.
Let's go ahead and choose Update, because that's
what we want to be doing today.
You can see here that we've already
identified the ID in column D and that the results
of our update will spit out in column E.
And this is just the first column with no data in it,
so if you want to change it, you can do that.
Just make sure that there is no data going to be overwritten
when you make that change.
Now we can complete the last step before we make the change.
We're just confirming the data that we want to update.
Today we're going to unselect the State and the Company data
because we didn't make any changes,
and it'll just make the import a little faster,
because we do run validation on every single object
that we update.
So let's go ahead and execute and see what happens here.
You can see that the data has been updated successfully
as indicated by the green message in column
E. If there is an error, it will be marked in red.
And we'll show you the error message
that we get back from Salesforce, which
makes it very easy for you to be able to troubleshoot the data
as you're making changes.
So there you have it.
Now you can see how you can seamlessly
import, update, manage, and share Salesforce data
using Google Sheets.
If you want to check out this add-on for your organization,
check out the link below to install it
from G Suite Marketplace.
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