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Salesforce integration
Salesforce integration

Update progress on your goals with data from Salesforce.

Nicole Capobianco avatar
Written by Nicole Capobianco
Updated over a week ago

The Data Connector for Salesforce is a Google Sheets add-on, built by Google, that pulls reports from your Salesforce account into a Google Sheet. From there, you can use the Perdoo Google Sheets integration to easily update your goals with your Salesforce data.

💡 Pro tip: Why use a spreadsheet integration? It gives you complete flexibility to edit your Salesforce data before sending it to Perdoo!

Install our Google Sheets integration

Pull Salesforce data into your Google Sheet

  • Open the Data Connector for Salesforce in Google's Marketplace.

  • Click Install.

  • You may be prompted to choose a Google account that you’d like to use the Salesforce connector with. Pick one.

  • You’ll then be asked to confirm that you’re happy to give the Salesforce Data Connector access to certain aspects of your Google account. Scroll down, and click “Allow”.

  • Open the Google Sheet that you wish to integrate with Perdoo and Salesforce (or create a new one).

  • Now we need to authorize your Salesforce account. Go to Extensions > Salesforce Connector > Open. This will open a panel on the right. Follow the steps to authorize your Salesforce account.

  • You can easily import data from Salesforce. Most likely, you want to use a Salesforce report to automatically update a KPI or Key Result in Perdoo. Click Reports in the Add-on's menu.

  • Search for the report that you wish to import and select Import to new sheet.

  • A new sheet will be generated in your GSheet with the data from this Salesforce report.

  • Set up auto-sync so that your GSheet is automatically updated from Salesforce.

    • Click Refresh in the Add-on's main menu.

    • Create an Auto Refresh.

    • Select all the Salesforce reports that you imported.

    • Choose Every 4 hours.

    • Click Create.

  • Link the Salesforce data and reports with the Goal Progress cells for the goals that you imported in the previous step.

    • You can use simple GSheets formulas to modify the data according to your needs.

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