Slaesforce FAQ

how to install g connector for salesforce

by Gretchen Mayert Published 2 years ago Updated 2 years ago
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To install the G-Connector add-on to your Google Sheets environment, open any spreadsheet or create a new one at https://docs.google.com/spreadsheets, then click Get Add-ons under the Add-ons menu: In the subsequent dialog search for “salesforce”, then click the blue “FREE” button on the right from G-Connector for Salesforce:

Full Answer

What is connect connector for Gmail and Salesforce?

Connector for Gmail and Salesforce.com brings Salesforce to your inbox and calendar. When an email is received or when you search the connector automatically shows the full Contact information directly from Salesforce, including related objects such as Account, Opportunities, Activities, etc.

Which Salesforce permissions are respected by G connector?

Bhargavi, All Salesforce permissions are respected by G-Connector. If you don't have a permission to update something in Salesforce - you won't be able to do it using any API tool, G-Connector included. As per other comments, running the query on a schedule would be a lifesaver.

What is G2 connector app for Salesforce?

Description The G2 Connector App for Salesforce enables teams to: Never Miss a Deal: Associate Buyer Intent data with existing accounts and leads, and send notifications when an action is taken on G2 so reps can reach out at the perfect time during a prospect’s buying journey.

What can you do with Salesforce essentials and G Suite?

Increase productivity by syncing G Suite with Salesforce Essentials. Gone are the days of toggling back and forth between your email and CRM. You can automatically log your email and calendar activity into Salesforce, streamlining your team’s workflow and accelerating productivity.

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How do I use G connectors in Salesforce?

Log in to Salesforce. Select cells in your sheet so that your selection spans across all rows that you want to insert (it doesn't matter if the selection spans across one or multiple columns), e.g.: On the Add-ons menu, click G-Connector for Salesforce -> Update/Insert/Upsert Selected Rows.

How do I link my Salesforce to Google Sheets?

Import dataOpen a sheet in Google Sheets.At the top, click Extensions Data connector for Salesforce. Open.At the right, choose an option: Reports: Bring in an existing Salesforce report into your spreadsheet. ... Type your source report, object, field or filter into the search bar. ... Click Get data or Done.

What is G-connector for?

Xappex's G-Connector (formerly Enabler4Sheets) unlocks the Salesforce data loading functionality of the popular Microsoft Excel add-on (www.enabler4excel.com) in the Google Drive environment.

How do I use Excel Connector in Salesforce?

To import Salesforce data into Excel, you can use the Salesforce Excel connector.Step 1: Open Excel and go to the Data Tab → New query → From Other sources.Step 2: Next, select → Salesforce objects → choose one option from Production or Custom → enter your Salesforce credentials, if asked for.More items...•

How do I add a Salesforce plugin to Gmail?

In the Chrome Web Store, enter Salesforce in the Search box, then select the Salesforce extension. Click Add to Chrome and confirm Add extension to add it to your Gmail account. After adding the extension to Chrome and navigating to Gmail, enter your Salesforce credentials in the new integration pane.

What is a Salesforce connector?

Use these connectors to sync your data in systems that are part of the Salesforce ecosystem, including external Salesforce orgs, to CRM Analytics.

How do you connect front panel connectors?

1:124:40How To Wire Front Panel I/O in a PC - YouTubeYouTubeStart of suggested clipEnd of suggested clipFront or front i o most of the time the pen out will be oriented in such a way that a cluster ofMoreFront or front i o most of the time the pen out will be oriented in such a way that a cluster of four pins. Plus one blank to the right will be on top followed by five solid pins.

Where does the Gigabyte cable go?

1:019:14How to use Gigabyte G Connector, shortcut to assembly HDD LED ...YouTubeStart of suggested clipEnd of suggested clipBut some of your motherboards you know it's it's marked on the motherboard which one is which. AndMoreBut some of your motherboards you know it's it's marked on the motherboard which one is which. And as many of these as I've done you would think that I would have it memorized.

Do you need ag connector?

If the pc is working fine, no you won't need it. The only benefit is when first building the pc, that connector is easily read, so polarity and correct spacing are easier to get right.

How do I install an XL connector?

You can install XL-Connector 365 directly from the Office Store, whether in the Online or Mac version of Excel....Refreshing Data Pulled from SalesforceClick on Insert.Click on My add-ins.Click on Store.Search for XL-Connector.Click Add.

How do I connect power query to Salesforce?

Connect to Salesforce Objects from Power Query OnlineSelect Salesforce objects from the product-specific data connector list, and then select Connect.If this is the first time you've made this connection, select an on-premises data gateway, if needed.Select Sign in to sign in to your Salesforce account.More items...•

How do I export data from Salesforce to Excel?

Go to the Reports tab and open the report you want to export.Click the Edit drop-down menu on the right side of your Salesforce report and select Export.Select the format for export Salesforce report to Excel. Formatted Report is available for export only as XLSX Excel file.

I. Install the Package

1. First, please make sure that you’re using Salesforce Enterprise or higher. This package doesn’t work with Professional Edition for now (only the basic integration package does for now).

II. Allow to send GA requests from your Org

1. Now we need to allow your Salesforce organization to send requests to Google Analytics. To do that, go to Salesforce – Setup – Administer – Security Controls – Remote Site Settings. You should see a table of allowed sites that looks something like this:

IV. Locate (or add) GA Client ID field

1. In order to send Salesforce data to Google Analytics, we need to know which lead/account/opportunity/booking belongs to which website visitor in Google Analytics.

V. Map GA Client ID field

GA Connector app relies on the Client ID to send data to Google Analytics. Therefore, it needs GA Client ID field present in every object where you want to send the data from.

VI. How the Extension Works

The main function of this extension is to send events to Google Analytics (you can can configure to send any object and almost any field as an event to GA).

VII. Send Object Creation Events

One of the events that GA Connector sends to Google Analytics are Object creation events. They are sent whenever objects you choose are created. This allows you to measure in GA things like how many Opportunities were created from a given source.

VIII. Set up the triggers (if needed)

GA Connector relies on Apex triggers to receive information about changes in Salesforce objects (and send these updates to Google Analytics).

G Suite Integration Guide

Increase productivity by syncing G Suite with Salesforce Essentials. Gone are the days of toggling back and forth between your email and CRM. You can automatically log your email and calendar activity into Salesforce, streamlining your team’s workflow and accelerating productivity.

Native Integrations

Thanks to our strategic partnership with Google, our two product teams have been working hard to build integrations that help you be more productive:

Third-Party Integrations

The following integration services work with Gmail and Salesforce. We haven’t vetted it, so please be careful when deploying it:

See how Salesforce can grow your business

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Installing the Package

The Salesforce Connector is pre-packaged and uploaded as a Salesforce Component which you can install for your organization from the AppExchange Marketplace:

Establishing a Connection

If you have done everything correctly, the Salesforce Connector should be available as a utility item in the utility bar of the "Sales" Lightning app:

Custom Metadata Types

Next, you have to edit the values for the "LightningURL" and "VisualURL" labels created for the Salesforce Connector. Go to Setup > Custom Code > Custom Metadata Types:

Update and Uninstall

If you have installed the Salesforce Connector using the AppExchange Marketplace, it isn't necessary to uninstall it first in order to update to a newer version. If you want only to uninstall the Connector, follow the steps below.

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