How to import data from Salesforce to Spreadsheets using SOQL
Step-by-step guide to import data from Salesforce to Google Sheets or Microsoft Excel using SOQL
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.
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.
Preview Queried Data
After creating your query, click on Run Query to preview the data that will be imported.
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.
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!
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.
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.
Preview Queried Data
After creating your query, click on Run Query to preview the data that will be imported.
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.
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!
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.
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.
Preview Data
After creating your query, click on Run Query to preview the data that will be imported.
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 Microsoft Excel.
You're all set!
The desired data has been successfully written on to your Excel sheet. Now whenever you want fresh data, just click on the Pull Latest Data button.