Easily refresh Salesforce data in Sheets
Monday, February 11, 2019
Update (March 20, 2019): The issue has been resolved. This feature will begin a full rollout (1-3 days for feature visibility) for both Rapid and Scheduled domains beginning March 20, 2019.
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Update (Feb 27, 2019): This launch is still delayed. We will provide further updates when they're available.
—Update (Feb 12, 2019): We have encountered an unexpected issue with this launch. We expect to have it resolved in the coming days and will provide further updates as soon as they’re available.
Currently, the Salesforce data connector for Sheets gets data from reports or imports when the sidebar is opened and has been configured. In order to get updated data, users would need to go through the same configuration steps in the sidebar.
If your Sales team uses the add-on to import details of their accounts from Salesforce into Sheets, they can schedule this data to refresh daily or even multiple times a day to stay on top of the current data.
End users: Here’s how to refresh your Salesforce Data in Sheets:
- Open the Data connector from Salesforce Add-On and select Refresh.
- Select Manual Refresh to refresh the current data on your sheet or Auto Refresh to schedule a refresh every 4, 8, or 24 hours.
- Review your selections and select Create.
- Import, edit, and sync Salesforce data with Google Sheets.
- End Users: Install “Data connector for Salesforce” from the G Suite Marketplace.
- Admins: Deploy the Salesforce add-on to your entire domain.
- Rapid Release domains: Full rollout (1-3 days for feature visibility) starting on March 20, 2019
- Scheduled Release domains: Full rollout (1-3 days for feature visibility starting on March 20, 2019
- Available to all G Suite Editions.
On/off by default?
- This feature will be ON by default.