Welcome Back to an another blog related to the G-Connector for Salesforce. In my first blog "G-Connector for Salesforce", I shared with you all the required steps to install and configure G-connector for Salesforce. And in my second Blog "Get Salesforce record data into your Google Sheet through G-Connector", I shared with you all how to use G-Connector for getting salesforce record just simple as we can do it in our salesforce query editor to see the records.
In this blog I am going to share the important steps that needed to be followed for pushing the Google Sheet rows data to Salesforce sObject records on the basis of Sheet columns with the correct/matching salesforce fields.
Follow the below steps guided with the screenshot for getting salesforce records:
- Open your Google sheet and verify the connection, is it connected with either of salesforce sandbox or production org. NOTE: If not connected please connect your sheet with desired salesforce org.
- Now after making/verifying connection with salesforce, Click on the "Update/Insert/Upsert Selected Row(s)" option under “G-connector for Salesforce“
- Now select the sObject and DML option from the picklist under the "Mapping" tab and also map the Google Sheet columns with the Salesforce sObject fields as shown in the below image
- You can have multiple options for Auto Data Push under "Automatic Push Setting", select as per your need/requirement
- Now hit the "Push Selected Rows" button and see the magic in Salesforce
- You can see in your Google sheet that "ID", "Success", "Created", "Error" and "Timestamp" columns are added with some info regarding your DML operation through Google Sheet to Salesforce org as shown in below image
Now just login to your Salesforce org and see the newly created/updated record that was done with the help of G-connector. Also, you can open the same record through the new "ID" column by just clicking on the id and it will redirect to the Salesforce record if you are logged in.
Go check the 4th part of this blog series "Google Sheet Automation Process for Salesforce Data Pull/Push Using G-connector" for some interesting info which is very easy and a way more relaxing for doing the manual pushing and pulling of data.
Have fun and create your own operations and mapping as per your requirements and see the magic in few seconds.