In order to import data in Salesforce bulk load or just row by row anyone can use MySalesData for Salesforce Google Sheets Add-on a Salesforce connector for Google Sheets. We have prepared 2 videos on the Youtube to show how to do that and I will attache them to that post but before that I […]
Category: MySalesData for Salesforce
How to export a report from Salesforce
Using MySalesData for Salesforce Google Sheets Add-on anyone can export a report in Salesforce to Google Sheets and even save it on ones computer as Excel document such as Google Sheets exports files in Excel format. Before doing that one must prepare the report in Salesforce and we will cover it in another post. As […]
Pulling/Fetching rows from any Salesforce object to Google Sheets using MySalesData G-Sheets Connector for Salesforce | mysalesdata.com
In order to pull/fetch any data from Salesforce objects to Google Sheets – Best Connector for Salesforce has a tool called SOQL Builder. To use it you have to navigate to Add-ons->Best Connector for Salesforce->Pull data using SOQL Builder the dialog will appear: It allows you to create Salesforce Object Query Language (SOQL) using simple wizard. […]
Deleting rows from Salesforce object using Best Connector for Salesforce | mysalesdata.com
In Best Connector add-on for your convenience we added the several ways to delete rows from the Salesforce Object: Manual Delete and Automatic Delete. But before you will use any of this ways you have to populate the Google Sheets with rows from Salesforce object using SOQL Builder. You can select any fields/columns in query […]
The rest API is not enabled for this organization – how to select API type using MySalesData G-Sheets Connector for Salesforce | mysalesdata.com
When anyone uses MySalesData for Salesforce Google Sheets Add-on one can face an error: The rest API is not enabled for this organization This happen because by default in MySalesData for Salesforce enabled REST API. This a modern API is available only for Salesforce users who have an Enterprise or Unlimited edition of Salesforce. If you […]
What to do when you see only HELP button under the add-on menu when using MySalesData G-Sheets Connector for Salesforce | mysalesdata.com
Sometimes you open you Google Sheets document and you navigate to to Add-ons-> MySalesData for Salesforce and see only HELP button under the add-on menu. The solution to fix the issue is to navigate to Add-ons->Manage add-ons And then remove the add-on and than add it again More details how to install MySalesData for Salesforce […]
How to install MySalesData G-Sheets Connector for Salesforce.
In order to install MySalesData for Salesforce Google Sheets Add-on you have to Open any Google Sheets document and navigate to top menu Add-ons -> Get add-ons as on the picture below In a a new dialog in a search field type MySalesData and click on a blue “FREE” button and new dialog will appear […]
How to add rows to Salesforce object using MySalesData G-Sheets Connector for Salesforce | mysalesdata.com
There are usually two tasks that Salesforce user can face adding rows to Salesforce object. add just several rows to the Salesforce object manually add the hundreds of records to Salesforce object (bulk load) In this post we will describe how to perform both of them using MySalesData for Salesforce Google Sheets Add-on. To add just […]