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Get the Report →Access Live Salesforce Data in Google Sheets
Use CData Connect Cloud to gain access to live Salesforce data from your Google Sheets.
Google Sheets is a web-based spreadsheet program provided by Google. When integrated with CData Connect Cloud, you can effortlessly gain access to Salesforce data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to Salesforce within your Connect Cloud instance and accessing live Salesforce data seamlessly within Google Sheets.
CData Connect Cloud offers a seamless cloud-to-cloud interface designed for Salesforce, enabling effortless access to live Salesforce data directly within Google Sheets. Use the dedicated Connect Cloud Google Sheets Plug-In to connect with live Salesforce data. With built-in optimized data processing, CData Connect Cloud efficiently channels all supported query operations, including filters, JOINs, and more, directly to Salesforce. This leverages server-side processing to promptly retrieve the desired Salesforce data.
This setup requires a CData Connect Cloud instance and the CData Connect Cloud Add-On for Google Sheets. To get started, sign up a free trial of Connect Cloud and install the free Connect Cloud Google Sheets Add-On.
About Salesforce Data Integration
Accessing and integrating live data from Salesforce has never been easier with CData. Customers rely on CData connectivity to:
- Access to custom entities and fields means Salesforce users get access to all of Salesforce.
- Create atomic and batch update operations.
- Read, write, update, and delete their Salesforce data.
- Leverage the latest Salesforce features and functionalities with support for SOAP API versions 30.0.
- See improved performance based on SOQL support to push complex queries down to Salesforce servers.
- Use SQL stored procedures to perform actions like creating, retrieving, aborting, and deleting jobs, uploading and downloading attachments and documents, and more.
Users frequently integrate Salesforce data with:
- other ERPs, marketing automation, HCMs, and more.
- preferred data tools like Power BI, Tableau, Looker, and more.
- databases and data warehouses.
For more information on how CData solutions work with Salesforce, check out our Salesforce integration page.
Getting Started
Configure Salesforce Connectivity for Google Sheets
Connectivity to Salesforce from Google Sheets is made possible through CData Connect Cloud. To work with Salesforce data from Google Sheets, we start by creating and configuring a Salesforce connection.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "Salesforce" from the Add Connection panel
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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.
- Click Create & Test
- 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 from Google Sheets
The steps below outline connecting to CData Connect Cloud from Google Sheets to access live Salesforce data.
- Log into Google Sheets, create a new sheet (or open an existing one).
- Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
- Search for CData Connect Cloud Add-On and install the Add-on.
- Authorize the Add-On.
- Back in Google Sheets, click Add-ons and open the CData Connect Cloud Add-On.
- In the Add-On panel, click Authorize to authenticate with your CData Connect Cloud instance
- In the CData Connect Cloud panel in Google Sheets, click Import
- Choose a Connection (e.g. Salesforce1), Table (e.g. Account, and Columns to import
- Optionally add Filters, Sorting, and a Limit
- 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.