Access Live Salesforce Data in Google Sheets

Google Sheets is a from, web-based spreadsheet program. When paired with CData Connect Cloud, you can instantly access Salesforce data from within Google Sheets for data analysis, collaborations, calculations, and more. This article shows how to connect to Salesforce in your Connect Cloud instance and access live Salesforce data in Google Sheets.

CData Connect Cloud provides a pure cloud-to-cloud interface for Salesforce, allowing you to easily access live Salesforce data in Google Sheets. Simply use the partner Connect Cloud Add-On to generate a query (or write your own). Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to Salesforce, leveraging server-side processing to quickly return Salesforce data.

Connect to Salesforce in Connect Cloud

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Salesforce" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Salesforce.

   There are several authentication methods available for connecting to Salesforce: Login, OAuth, and SSO. The Login method requires you to have the username, password, and security token of the user.

   If you do not have access to the username and password or do not wish to require them, you can use OAuth authentication.

   SSO (single sign-on) can be used by setting the SSOProperties, SSOLoginUrl, and TokenUrl connection properties, which allow you to authenticate to an identity provider. See the "Getting Started" chapter in the help documentation for more information.

4. Click Create & Test
5. Navigate to the Permissions tab in the Add Salesforce Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Salesforce data from Google Sheets.

Access Live Salesforce Data in Google Sheets

The steps below outline connecting to CData Connect Cloud from Google Sheets to access live Salesforce data.

1. Log into Google Sheets, create a new sheet (or open an existing one).
2. Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
3. Search for CData Connect Cloud Add-On and install the Add-on.
4. Authorize the Add-On.
5. Back in Google Sheets, click Add-ons and open the CData Connect Cloud Add-On.
6. In the Add-On panel, click Authorize to authenticate with your CData Connect Cloud instance
7. In the CData Connect Cloud panel in Google Sheets, click Import
8. Choose a Connection (e.g. Salesforce1), Table (e.g. Account, and Columns to import
9. Optionally add Filters, Sorting, and a Limit
10. Click Execute to import the data

Live Access to Salesforce Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Salesforce data from your Google Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.