How to export data from your Spreadsheet to Salesforce

1

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.

2

Create new Export

A pop-up will come up at the bottom of the side panel. Click on Export to Salesforce.

3

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.

4

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

5

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.

IDs are mandatory if you want to perform the UPDATE action.

6

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.

7

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!