{"id":265699,"date":"2024-03-13T20:08:28","date_gmt":"2024-03-13T19:08:28","guid":{"rendered":"https:\/\/www.sheetgo.com\/?p=265699"},"modified":"2026-10-27T14:28:11","modified_gmt":"2026-10-27T13:28:11","slug":"conector-salesforce-google-sheets","status":"publish","type":"post","link":"https:\/\/www.sheetgo.com\/es\/blog\/google-sheets-features\/google-sheets-salesforce-connector\/","title":{"rendered":"C\u00f3mo usar el conector de Salesforce para Google Sheets"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;section&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221; da_disable_devices=&#8221;off|off|off&#8221;][et_pb_row admin_label=&#8221;row&#8221; _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p>Salesforce is a powerful and complex platform. If you\u2019re an administrator or employee that frequently needs to export and import large amounts of data, you already know that this can get very tricky. While it is possible to set up a complex structure of roles and permissions, or even configure access for specific apps, this is not something you get done in an afternoon or two. Additionally, if you need to further analyze or manipulate data, a spreadsheet environment is more appropriate.<\/p>\n<p>Fortunately, the <a href=\"https:\/\/workspace.google.com\/marketplace\/app\/salesforce_connector\/857627895310\" rel=\"noreferrer noopener\" target=\"_blank\">Google Sheets Salesforce Connector add-on<\/a> allows you to easily move data between Salesforce and your Google Sheets. In this article, you will learn about the Salesforce Connector and its limitations, as well as how to use it to perform a variety of data-related tasks.<\/p>\n<p>[\/et_pb_text][et_pb_text module_id=&#8221;can-you-connect-google-sheets-to-salesfo&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h2>Can you connect Google Sheets to Salesforce?<\/h2>\n<p>You can connect your Google Sheets to Salesforce by installing Google\u2019s Salesforce Connector add-on. In Google Sheets, the add-on&#8217;s sidebar is called Data connector for Salesforce. You can quickly and easily access reports, as well as import, update, and refresh data. You can even schedule automatic updates. However, there are some limitations you need to know about.<\/p>\n<h3>Limitations of the Salesforce connector add-on<\/h3>\n<p>To use the Connector add-on, you need to have one of the following editions of Salesforce:<\/p>\n<ul>\n<li>Enterprise<\/li>\n<li>Performance<\/li>\n<li>Unlimited<\/li>\n<li>Developer<\/li>\n<\/ul>\n<p>If you have a Professional Edition of Salesforce, you can request that API access be enabled as a new paid service. To check which edition you have, go to your Salesforce account settings. Also, consider that there could be limitations regarding the amount of data calls you can make per day.<\/p>\n<p>[\/et_pb_text][et_pb_text module_id=&#8221;how-to-use-the-salesforce-connector-for&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h2>How to use the Salesforce connector for Google Sheets?<\/h2>\n<p>Installing an <a href=\"https:\/\/www.sheetgo.com\/blog\/finance-processes\/top-10-google-sheets-add-ons-for-reporting\/\">add-on<\/a> nowadays is fairly easy. To unlock the full potential of the Salesforce Connector add-on, you\u2019ll find step-by-step instructions on how to install the add-on, connect to Salesforce, access the reports, import data, update it, and finally, refresh it.<\/p>\n<h3>Install the Salesforce connector add-on<\/h3>\n<p>Follow the steps below to install the add-on.<\/p>\n<p><strong>1.<\/strong> In Google Sheets, go to Extensions &gt; Add-ons &gt; Get add-ons.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/10\/salesforce-connector-google-sheets-get-add-ons.webp&#8221; alt=&#8221;Salesforce connector Google Sheets \u2014 Extensions menu open with Add-ons and Get add-ons highlighted&#8221; title_text=&#8221;Extensions menu open with Add-ons and Get add-ons highlighted&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p><strong>2.<\/strong> Search for Salesforce Connector in the Google Workspace Marketplace and click on Salesforce Connector Google LLC to access the installation window.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/10\/salesforce-connector-google-sheets-marketplace.webp&#8221; alt=&#8221;Salesforce connector Google Sheets \u2014 Google Workspace Marketplace search results for Salesforce Connector&#8221; title_text=&#8221;Google Workspace Marketplace search results for Salesforce Connector&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p><strong>3.<\/strong> Click on \u201cInstall\u201d and then \u201cContinue\u201d.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/10\/salesforce-connector-google-sheets-install.webp&#8221; alt=&#8221;Salesforce connector Google Sheets \u2014 Get ready to install dialog with the Continue button&#8221; title_text=&#8221;Get ready to install dialog with the Continue button&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p><strong>4.<\/strong> Select \u201cAllow\u201d so the add-on can access your account.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/10\/salesforce-connector-google-sheets-allow.webp&#8221; alt=&#8221;Salesforce connector Google Sheets \u2014 permissions requested by Data connector for Salesforce with the Allow button&#8221; title_text=&#8221;Permissions requested by Data connector for Salesforce with the Allow button&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3>Connect to Salesforce<\/h3>\n<p>Once you have installed the add-on, connect to your Salesforce account to fully allow access. Follow the steps below to connect to Salesforce.<\/p>\n<p><strong>1.<\/strong> Go to Extensions &gt; Salesforce Connector &gt; Open.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/10\/salesforce-connector-google-sheets-open-add-on.webp&#8221; alt=&#8221;Salesforce connector Google Sheets \u2014 Extensions menu with Salesforce Connector and Open selected&#8221; title_text=&#8221;Extensions menu with Salesforce Connector and Open selected&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p><strong>2.<\/strong> In the sidebar, choose whether you want to connect to a \u201cSandbox\u201d or \u201cProduction\u201d site, then click \u201cAuthorize\u201d.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/10\/salesforce-connector-google-sheets-authorize.webp&#8221; alt=&#8221;Salesforce connector Google Sheets \u2014 sidebar with the Production environment and the Authorize button&#8221; title_text=&#8221;Sidebar with the Production environment and the Authorize button&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p><strong>3.<\/strong> Fill in your Salesforce account information and click on \u201cAllow\u201d.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/10\/salesforce-connector-google-sheets-allow-access.webp&#8221; alt=&#8221;Salesforce connector Google Sheets \u2014 Salesforce Allow Access screen next to the add-on sidebar&#8221; title_text=&#8221;Salesforce Allow Access screen next to the add-on sidebar&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p><strong>4.<\/strong> You can now see the options in the sidebar: \u201cReports\u201d, \u201cImport\u201d, \u201cUpdate\u201d, \u201cDelete\u201d, and \u201cRefresh\u201d.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/10\/salesforce-connector-google-sheets-sidebar.webp&#8221; alt=&#8221;Salesforce connector Google Sheets \u2014 Select an operation pane with Reports, Import, Update and Delete&#8221; title_text=&#8221;Select an operation pane with Reports, Import, Update and Delete&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3>Access reports<\/h3>\n<p>To access your Salesforce reports, click on \u201cReports\u201d from the sidebar. Follow the steps below to import a report to your Google Sheets.<\/p>\n<p><strong>1.<\/strong> In the sidebar, click on \u201cReports\u201d. First, you need to select the source report, \u201cChoose a recently run report\u201d or \u201cSearch all reports\u201d. Then, select where to import that report, \u201cImport to active sheet\u201d or \u201cImport to new sheet\u201d. Once all options are selected, click on \u201cGet Data\u201d to import.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/10\/salesforce-connector-google-sheets-search-reports.webp&#8221; alt=&#8221;Salesforce connector Google Sheets \u2014 Reports pane with Search all reports and SampleReport selected&#8221; title_text=&#8221;Reports pane with Search all reports and SampleReport selected&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p><strong>2.<\/strong> Your Google Sheets should now show your imported report.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/10\/salesforce-connector-google-sheets-report-imported.webp&#8221; alt=&#8221;Salesforce to Google Sheets \u2014 SampleReport contacts imported into the active sheet&#8221; title_text=&#8221;SampleReport contacts imported into the active sheet&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3>Import data<\/h3>\n<p>You can import data objects directly from Salesforce, not just reports. Follow these steps to import your data.<\/p>\n<p><strong>1.<\/strong> Click \u201cImport\u201d in the \u201cSelect an operation\u201d pane, previously shown.<\/p>\n<p><strong>2.<\/strong> In \u201cSelect source objects,\u201d select the table to import, and then click \u201cNext.\u201d Here, select the \u201cAccount\u201d table.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/10\/salesforce-connector-google-sheets-import-object.webp&#8221; alt=&#8221;Salesforce connector Google Sheets \u2014 Import pane with the Account object selected&#8221; title_text=&#8221;Import pane with the Account object selected&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p><strong>3.<\/strong> You can select as many tables as needed. Once you do, click \u201cNext.\u201d<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/10\/salesforce-connector-google-sheets-select-fields.webp&#8221; alt=&#8221;Salesforce connector Google Sheets \u2014 Account fields checked in the Select the fields to import list&#8221; title_text=&#8221;Account fields checked in the Select the fields to import list&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p><strong>4.<\/strong> You can choose to <a href=\"https:\/\/www.sheetgo.com\/blog\/spreadsheets-tips\/data-filters-and-sorting-in-google-sheets\/\">filter your data<\/a> before importing. If you only need to import specific accounts, you can filter by any of the existing fields. Click on \u201cGet Data\u201d in the bottom-right corner of the sidebar.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/10\/salesforce-connector-google-sheets-filters.webp&#8221; alt=&#8221;Salesforce connector Google Sheets \u2014 Add filtering conditions with Max rows to import set to 10000&#8243; title_text=&#8221;Add filtering conditions with Max rows to import set to 10000&#8243; align=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p><strong>5.<\/strong> You should now be able to view the selected tables in your Google Sheets.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/10\/salesforce-connector-google-sheets-data-imported.webp&#8221; alt=&#8221;Salesforce to Google Sheets \u2014 Account records imported with Id, Name, Description, Fax and Phone columns&#8221; title_text=&#8221;Account records imported with Id, Name, Description, Fax and Phone columns&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3>Update data<\/h3>\n<p>Once you have imported the data, you can choose to \u201cUpdate\u201d or \u201cDelete\u201d data. Follow the steps below to update your data.<\/p>\n<p><strong>1.<\/strong> Click on the cell you want to update and choose the object type from the sidebar. Here, I will be updating the \u201cAccountNumber\u201d field for \u201csForce,\u201d i.e., cell E13.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/10\/salesforce-connector-google-sheets-update-object.webp&#8221; alt=&#8221;Salesforce connector Google Sheets \u2014 Update pane with Account and Update selected, Id column E&#8221; title_text=&#8221;Update pane with Account and Update selected, Id column E&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p><strong>2.<\/strong> Type in the new data and click on \u201cRefresh the selected range\u201d in the top right corner.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/10\/salesforce-connector-google-sheets-refresh-range.webp&#8221; alt=&#8221;Salesforce connector Google Sheets \u2014 new account number in cell E13 and Refresh the selected range&#8221; title_text=&#8221;New account number in cell E13 and Refresh the selected range&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p><strong>3.<\/strong> Once you have refreshed the range, scroll down in the sidebar and choose the method you want to use: \u201cInsert,\u201d \u201cUpdate,\u201d \u201cInsert or Update.\u201d Then, select the column containing the updated information in \u201cId column.\u201d By default, the \u201cResults Column\u201d shows the first empty column after the table. Click \u201cNext.\u201d<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/10\/salesforce-connector-google-sheets-update-data.webp&#8221; alt=&#8221;Salesforce connector Google Sheets \u2014 row 13 selected for update with the Next button&#8221; title_text=&#8221;Row 13 selected for update with the Next button&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p><strong>4.<\/strong> Finally, make sure that the fields are mapped. If you imported the table directly from Salesforce, click the \u201cSelect All\u201d option and then \u201cExecute.\u201d You will be asked to confirm the update.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/10\/salesforce-connector-google-sheets-map-fields.webp&#8221; alt=&#8221;Salesforce connector Google Sheets \u2014 sheet columns mapped to Account fields&#8221; title_text=&#8221;Sheet columns mapped to Account fields&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p><strong>5.<\/strong> You should see your data updated through a confirmation message, as shown below.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/10\/salesforce-connector-google-sheets-data-updated.webp&#8221; alt=&#8221;Salesforce connector Google Sheets \u2014 Updated in the results column and Rows updated: 1&#8243; title_text=&#8221;Updated in the results column and Rows updated: 1&#8243; align=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p><strong>6.<\/strong> If you go to the Salesforce site, you should see that the account number has been updated for \u201csForce.\u201d<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/10\/salesforce-connector-google-sheets-account-updated.webp&#8221; alt=&#8221;Salesforce connector Google Sheets \u2014 sForce account in Salesforce with account number CC837473&#8243; title_text=&#8221;SForce account in Salesforce with account number CC837473&#8243; align=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h3>Refresh data<\/h3>\n<p>You can refresh your data manually or schedule how often you want to refresh it automatically.<\/p>\n<p><strong>1.<\/strong> Click on \u201cRefresh\u201d in the sidebar to see the options.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/10\/salesforce-connector-google-sheets-refresh-options.webp&#8221; alt=&#8221;Salesforce connector Google Sheets \u2014 Refresh pane with Auto Refresh and Manual Refresh&#8221; title_text=&#8221;Refresh pane with Auto Refresh and Manual Refresh&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p><strong>2.<\/strong> Click on \u201cManual Refresh\u201d to instantly refresh your data. You should receive a confirmation message stating, &#8220;The data has been refreshed.&#8221;<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/10\/salesforce-connector-google-sheets-manual-refresh.png&#8221; alt=&#8221;Salesforce connector Google Sheets \u2014 Success message: The data has been refreshed&#8221; title_text=&#8221;Success message: The data has been refreshed&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<p><strong>3.<\/strong> Click on \u201cAuto Refresh\u201d to choose the frequency with which you\u2019d like to refresh your data automatically.<\/p>\n<p>[\/et_pb_text][et_pb_image src=&#8221;https:\/\/static.sheetgo.com\/wp-content\/uploads\/2026\/10\/salesforce-connector-google-sheets-auto-refresh.png&#8221; alt=&#8221;Salesforce connector Google Sheets \u2014 Add New Schedule with sheets and 4, 8 or 24 hours options&#8221; title_text=&#8221;Add New Schedule with sheets and 4, 8 or 24 hours options&#8221; align=&#8221;center&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; width=&#8221;100%&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][\/et_pb_image][et_pb_text module_id=&#8221;conclusion&#8221; _builder_version=&#8221;4.22.2&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;]<\/p>\n<h2>Conclusion<\/h2>\n<p>Although Salesforce is a versatile and powerful platform in itself, when you need to manipulate large amounts of data, you want something more user-friendly. The Salesforce Connector allows you to manipulate your Salesforce data directly from Google Sheets.<\/p>\n<p>You now know how to install the Salesforce Connector add-on in Google Sheets, connect to your account, and access reports. You also know how to import your Salesforce data and update it, as well as how to schedule when your data is refreshed in case you want to do it automatically.<\/p>\n<p>Once your Salesforce data is in Google Sheets, you can summarize it with a <a href=\"https:\/\/www.sheetgo.com\/blog\/google-sheets-features\/how-to-create-a-pivot-table-in-google-sheets\/\">pivot table<\/a> or build a <a href=\"https:\/\/www.sheetgo.com\/blog\/sales-templates\/sales-report-template-in-google-sheets\/\">sales report in Google Sheets<\/a>. To share that data with other spreadsheets, see how to <a href=\"https:\/\/www.sheetgo.com\/blog\/how-to-solve-with-sheetgo\/how-to-connect-google-sheets-automatically\/\">connect Google Sheets automatically<\/a>. If your team spends hours keeping CRM data and sales spreadsheets in sync, <a href=\"https:\/\/www.sheetgo.com\/virtual-employees\/sales\/\">Sheetgo&#8217;s AI sales virtual employee<\/a> can take over that work.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Configura el complemento Salesforce Connector para Google Sheets: inst\u00e1lalo, conecta tu cuenta, importa informes y objetos, y actualiza o refresca tus datos.<\/p>","protected":false},"author":2,"featured_media":265723,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[37],"tags":[],"class_list":["post-265699","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-google-sheets-features"],"acf":[],"permalink_manager":null,"_links":{"self":[{"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/posts\/265699","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/comments?post=265699"}],"version-history":[{"count":0,"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/posts\/265699\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/media\/265723"}],"wp:attachment":[{"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/media?parent=265699"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/categories?post=265699"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sheetgo.com\/es\/wp-json\/wp\/v2\/tags?post=265699"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}