How to import data from Salesforce Reports to Spreadsheets

1

Preview Data

After connecting your account, a data preview window will appear. Here, navigate to the Reports tab where you can select a Report to import.

2

Add/Modify columns

Add/modify the data fields you want to import. The Fields you selected should start showing up in the data preview section.

The Fields available here are the ones that are available in the Report made on the Salesforce platform.

3

Import Data

After previewing the data, you are ready to start the import. Click on Import to start the import process. Here, you can name the new sheet where the data will be imported.

4

Import Data

Once you are ready to import, click on Save and Import and wait for a few seconds. This action transfers selected data from your Salesforce account into Google Sheets.

5

Setup an Auto-Refresh

You can schedule a Refresh to automatically update your data hourly, daily, weekly, or monthly at a specific time.

If you want to export changes you made in the imported data back into Salesforce, head over to the Export Data tab or click on the box below.

Hope this guide helped you import 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!