How to import data from Salesforce to Spreadsheets using SOQL

1

Preview Data

After connecting your account, a data preview window will appear. Here, navigate to the SOQL tab where you can craft your own SOQL to import.

2

Create your SOQL

Here, you can write your own SOQL query to fetch the data you want to import. You can make use of autocomplete for commonly used keywords.

3

Preview Queried Data

After creating your query, click on Run Query to preview the data that will be imported.

4

Import Data

Once you are ready to import, click on Import where you can name the new sheet where the data will be imported.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!