how to push a report from salesforce to google drive

How does Salesforce integrate with Google Drive?

Steps for Integrating Salesforce and Google DriveStep 1: Enabling Salesforce Files Connect. ... Step 2: User Access Permissions for Files Connect. ... Step 3: Creating an Auth Provider. ... Step 4: Configuration in Google Drive. ... Step 5: Reconfiguring Auth Provider. ... Step 6: Creating External Data Source.More items...

Can Google Sheets pull data from Salesforce?

You can select specific objects and reports on Salesforce, download them as a CSV, XLXS, or XLS file, and open them on Google Sheets to export your data. An easier method is to use a data connector app, which simplifies and even automates some parts of pulling up Salesforce data into a Google spreadsheet.

How do I link my Salesforce to Google Docs?

Add a Google Doc to a Salesforce CRM Content LibraryOn the Libraries tab or on a library detail page, click Add Google Doc. Log in to Google Apps if prompted.Enter the Google Doc URL.Click Contribute.Enter a title and select a library. ... Click Publish.

Does Salesforce integrate with Google Docs?

Google Docs + Salesforce Integrations Zapier lets you send info between Google Docs and Salesforce automatically—no code required. Triggers when a new document is added (inside any folder). automatically do this! Adds an existing contact to an existing campaign.

How do I export reports in Salesforce?

From Reports, next to the report you want to export, click. | Export.Choose an Export View. ... If exporting as Details Only, select Excel Format . ... Click Export.If prompted by a browser dialog, select a location and save the file.

How do I add Salesforce extensions 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 Salesforce Files Connect?

With Files Connect, Salesforce users can access, share, and search external data from systems like Quip, Google Drive, SharePoint, or Box. The Files Connect Setup Process. The setup process for Files Connect varies by external data source.

How do I use a data connector in Salesforce?

0:576:53Data Connector for Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo you can see here that we have a sheet already open let's go ahead and open up the add-on. If youMoreSo you can see here that we have a sheet already open let's go ahead and open up the add-on. If you don't have the add-on already installed you can get it from the get add-ons menu.

How do I update a sheet in Google Sheets?

On your computer, open a spreadsheet in Google Sheets. At the bottom left, click Upgrade. Click Upgrade now.

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 update a shared Google sheet?

Right-click the file, choose Manage Versions from the menu and then click the Upload new version button to upload the updated file to your Google Drive. That's it. The file name and the file's URL won't change and thus all the old shared links will now automatically point to the new version of your file.

How do I update a pivot table in Google Sheets?

Here are the steps you need to follow:Click on the cross symbol next to all the fields under the 'Filters' category in your Pivot table editor.Make the changes you need to the original dataset.The changes should now get reflected in the pivot table.More items...

Schedule

cloudHQ can schedule reports from 5 minutes intervals to two weeks intervals.

Selective sync

You can select to sync all your reports, sync just one Salesforce report, or exclude certain Salesforce reports folders.

How to add data connector to Google Sheets?

Step 1: Download add-on. Open a sheet in Google Sheets. At the top, click Add-ons Get add-ons. In the top right search bar, search for "Data connector for Salesforce". Next to the add-on, click Add .

How to refresh Google Sheets?

Open a sheet in Google Sheets. At the top, click Add-ons Data connector for Salesforce Open. At the right, click Refresh. To create an automatic refresh schedule, click Create Chose a time interval (4, 8, or 24 hours) from the dropdown Create. To manually refresh data once, click Refresh. Delete data.

Can you edit Google Sheets in Salesforce?

You can edit data in your Google spreadsheet and transfer the changes to Salesforce. Open a sheet in Google Sheets. At the top, click Add-ons Data connector for Salesforce Open.

How does Salesforce integrate with Google Drive?

Salesforce to Google Drive Integration extends the power of G Drive to your CRM. It enables real-time synchronization and complex business process optimization . It allows users to spend more time building relationships with customers instead of wasting time on manual tasks. It allows team collaboration in the context of the customer by attaching Sheets, Docs and Slides to an opportunity, account or customer contact in Salesforce. Salesforce to G Drive integration is the need of various industries as Salesforce analyzes data and generates reports.

Is Google Drive secure for Salesforce?

High data security: Google Drive integration with Salesforce is highly secured and provides multi-level security to your data.

Can you use Google Drive with Salesforce?

Salesforce Google Drive integration with Salesforce can be used for various purposes by different industries. Let’s talk about some common use-cases of Google Drive integration with Salesforce. This Integration can be used for sharing photographs of events held within an organization. It is a common phrase after an event – “ Where are the photos? ” It is challenging to store pictures captured by different people in a single place. The credentials of the organization’s Google Drive repository can be shared with everyone. It is where Salesforce comes into existence and can be used to upload the pictures to the organization’s Google Drive without requiring the Google Drive credentials.

Features

Drive Connect is here to make sure your users get the most out of Salesforce and Google Drive, while optimizing the time spent on both platforms.

Salesforce Components

As we go through the functionality, it might seem that there are a lot of components in the backend.

Link and Upload

At each record’s level, these are the main actions which users will be expected to take to relate existing Documents and Folders to the actual Salesforce record. The Files and Folders uploaded are saved back to Salesforce as Content Version records – at no point is any of your data stored outside Salesforce or Google Drive.

Use Cases

Surely by now, you have quite a few potential use cases in mind relating to the Sales teams – anything from Quotes, to Contracts, to PPTs – but let’s touch on how Drive Connect can be used for other teams and even Customers or Partners.

Impact

After exploring the features that Drive Connect offers, the positive impact for your Salesforce org becomes obvious.

Setup

Similar to other managed packages that passed the Salesforce security review, Drive Connect can be installed either in a sandbox or a production environment from their AppExchange listing .

Support

Even though comprehensive documentation can be found within the DriveConnect HelpCenter, in the eventuality that you require extra support, a request can be submitted directly from your Salesforce Org – from the Contact Support button at the bottom of the Drive Connect Setup page within the Drive Connect Lightning App.