How to export data from your Spreadsheet to Salesforce
Step-by-step guide to export data from Google Sheets or Microsoft Excel to Salesforce
Choose the Source
In the Superjoin side panel, click on Sources
, navigate through Your Sources
and click on the Salesforce source you want to export the data to.
Create new Export
A pop-up will come up at the bottom of the side panel. Click on Export to Salesforce
.
Fill Source Data
Choose the sheet with the data that you want to export to Salesforce and the row with the header cells of the sheet that you want to export.
Select Destination
Choose the Salesforce Object
you want to export data to from the dropdown and the action you want to perform during the export:
- if you want to insert new data click on
Insert
- if you want to update existing data, click on
Update
- if you want to delete records in Salesforce, click on
Delete
Mapping the Data
Map the Google Sheets data fields to the Salesforce Data fields to ensure accuracy. Click on Save
and the click on Export
.
UPDATE
action.Select rows or sheet to export
You can choose to export specific rows or entire sheet. If you want to export specific rows, further select the rows you want to export.
Export Data
Verify the data and the rows the data will be transferred to. Click on Update
, this action exports all data from your Google Sheets into Salesforce account.
This completes the process of using Superjoin to connect a Salesforce account to Google Sheets and export data back to Salesforce.
Hope this guide helped you export your data from Salesforce to Google Sheets using Superjoin.
If you have any questions or need further assistance, please don’t hesitate to reach out to our support team. Thank you!
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