In this presentation, we will discuss Google Sheet Integration. Google sheet integration is an application for the bulk creation of records in different objects. Users can use it to insert and update records in different objects in salesforce. Read More...

1. GOOGLE
SHEET
INTEGRATION
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2. About Company
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It is the #1 job site in the world with over 25 crore unique visitors every month. The company
strives to put job seekers first, giving them free access to search for jobs, post resumes, and research
companies.
Every day, the company helps millions of people connect to new
opportunities.
The company’s mission is to help people get jobs. Till date, the company
has assisted 8,900 global employees who are passionately pursuing this
purpose and improving the recruitment journey through real stories and
data.

3. REQUIREMENTS
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The requirements of the client were:
Client wanted to import
their Account and contact
in the system through
Google Sheet.
Client wanted to ensure
data in Google Sheets
and Salesforce are
synced so that there is no
double data entry.
Client wanted to have the
most updated
information when
working in either Google
or Salesforce.

4. Our Solution
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Google sheet integration is an application for the bulk creation of records in different objects. Users can
use it to insert and update records in different objects in salesforce. It is a very simple process in which
users just need to copy/paste the Google Sheet link and then click on the Sync button.
There is a two-way data flow, i.e,, Record of Account, Contact, and
Initiative in sheet will be created in Salesforce and New Record of
Account, Contact, and Initiative created on salesforce will be auto-populate
on Google Sheet.

5. STEP 1 - First enter all the Fields Labels in Google Sheet.
For example- let’s take account object, So in this case, first we will need to enter all
account fields into the sheet.
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6. STEP 2 - Login as an admin and click on the Configuration page.
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7. ● STEP 3 - Click on Field Mapping tab and Select Account sheet from the
picklist.
● STEP 4 - All the fields from a sheet which the user has entered earlier will
be displayed here.
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8. ● STEP 5 - Now the user needs to map each Google Sheet field with Salesforce
field and then click on save.
● STEP 6 -Click on Google data sync tab, select Account in Object name
picklist field, and paste google sheet link in the field.
● STEP 7 - Click on the Sync Google Data button.
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ALL RECORD PRESENT IN ACCOUNT SHEET WILL BE CREATED ON SALESFORCE
AND RECORD ID WILL BE POPULATED ON THE GOOGLE SHEET.

9. Implementation
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To wrap up the task, we performed the following operations for the requirement
:
Integrated Google
Sheet with Salesforce
for two way sync.
Updated the record
from Salesforce to
Google Sheet and vice
versa.
Integration also
provides a tab to
establish a field
mapping between the
Salesforce fields and
Google sheet Header.
We can also select
different objects and
different sheets to
establish the sync.

10. Thank You
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