Step-by-step guide to import data from Salesforce Objects to Google Sheets or Microsoft Excel
Object
to import and apply various Filters
to refine your data.Fields
you selected should start showing up in the data preview section. You may need to click Refresh Preview
to see the changes.Import
to start the import process. Here, you can name the new sheet where the data will be imported.Save and Import
and wait for a few seconds. This action transfers selected data from your Salesforce account into Google Sheets.Refresh
to automatically update your data hourly, daily, weekly, or monthly at a specific time.Export Data
tab or click on the box below.