General

  • Q: How to install Salesforce add-on and connect the Salesforce Account to the spreadsheet?
    A:
    • First, install the add-on from the Google Marketplace
    • Then, menu Add-ons → Data Integrator for Salesforce → Salesforce Sign In
  • Q: What Google Account permissions does Data Integrator for Salesforce require and why?
    A: Please check the screenshot and the list below:
    • See, edit, create, and delete your spreadsheets in Google Drive™: we need this to insert content from Salesforce to your spreadsheet, make a backup copy of the spreadsheet (under development right now), etc.
    • Connect to an external service: This is obvious: Salesforce is an external service.
    • Allow this application to run when you are not present: we need this for the automatic refresh.
    • Display and run third-party web content in prompts and sidebars inside Google applications: All our UI part will be shown to you in prompts and sidebars.

Download data

  • Q: How can I edit an existing query template?
    A: menu "Modify/Delete Templates for Current Sheet" OR "Modify/Delete All Templates"
    See How It Works
  • Q: How can I filter data to get only the records I need?
    A: Menu "Get Modules Records" or Modify/Delete Pull templates", then click on tab "3. Select the fields to filter by"
    See How It Works
  • Q: How can I re-order columns in the resulted data set?
    A: By default, columns sorted alphabetically. To use a custom order, please click on the button and the use the mouse to drag the columns into desired order.
    Columns' order
  • Q: I've changed data in Salesforce and refreshed the spreadsheet. However, I do not see changes in the spreadsheet.
    A: We use cache to keep downloaded data for 30 min., both for performance and to decrease the number of calls to Salesforce API (we have a daily limit and should pay if we exceed it). This explains why you do not see changes immediately. You have the following options:
    1. Wait for 30 min. since the refresh.
    2. Using "Data Integrator for Salesforce → Modify/Delete Pull templates" menu, change the query: add or remove column, change filter, etc. This will be considered as a new query.

    • Automation

  • What is worklflow and how to use it?
    Workflow allows you to synchronize the Spreadsheet with Salesforce automatically, by the schedule. Using the workflow, you can:
    • Add more than one template to be executed in the selected order
    • Turn the execution on and off without changing the schedule
    • Add or remove templates to the workflow
    • Pre-load the data to deal with the extremely long queries
    To use it, please do the following:
    • Using the menu: "Get Module records" or "Modify/Delete Pull templates", create/modify the templates to download data you want to be auto-refreshed.
    • Repeat this operation for as many modules as you need.
    • Using the menu "Automation → Create Workflow", setup the workflow:
      • Enter the name and the description
      • Add the templates in the desired order
      • Setup the schedule
      • (Optional)Check the "Pre-load long queries" if it will take more, than 6 min to execute the workflow
      • If you want, turn on email notifications
      • You can click "Execute immediately" to check how it works
    • By default, the results of each execution will be written to tab "Automatic Operations Events Log"
    See How It Works
  • How can I download only the new data?
    A: If you have many records, the full download can take a lot of time. To resolve this, you have the option to download only data created or modified since the last download. To achieve this, please do the following:
    • Using the menu: "Get Module records" or "Modify/Delete Pull templates", create/modify the query.
    • In the tab "3. Select the field to filter by (optional)", add filter "Since last execution" for the "Modified Time" or "Created Time" field ( screenshot).
    • Attention: by default, each new download will erase the previous data. To avoid this, please use "Add to the previous output" option (see below).
  • How can I add downloaded data at the end of the existing data?
    A: Please do the following:
    • Using the menu: "Get Module records" or "Modify/Delete Pull templates", create/modify the query.
    • In the tab "2. Change Pull Settings (optional)", select the "Add to the previous output" checkbox ( screenshot).
    • This is an experimental feature. The query results will be added to the end of the existing data in the spreadsheet.
    • If you have one or more "Order By" criteria, the WHOLE dataset will be re-sorted, so the most recent data may become located not at the bottom.
    • Please do not modify any existing data or change columns: the result can be unpredictable.
    • Please be careful because it can generate duplicates. We recommend using the "Since last execution" date filter to avoid duplicates.
  • How can I use my own format for the Currency fields?
    A: By default, we will format all Salesforce fields with type "Currency" using an ISO 4217 for the location settings in your Google Spreadsheet. If you want to change this format, you can do the following:
    • In the tab "2. Change Pull Settings (optional)", uncheck the "Format currency fields using Organization's currency" checkbox ( screenshot).
    • Using the Google Spreadsheet "Format" menu, change the column's format to desired one.
  • Q: Is it possible to use Data Integrator for Salesforce on my smartphone?
    A: The Data Integrator for Salesforce Add-on not designed to work on mobile devices: first of all, the "Google Sheets™" app does not support Add-ons. However you can open your spreadsheet from a mobile browser using "Desktop" mode, and from it, you will be able to use some restricted functionality, like refreshing.
    Also, while working on the PC, you can set-up the automatic data synchronization using "Data Integrator for Salesforce → Get Automation" menu. After this, you will be able to see updated data from the "Google Sheets™" app on your smartphone.

Subscriptions

  • Q: Where I can see the available subscriptions?
    A: We provide 4 types of subscriptions: Lite yearly/monthly and Premium yearly/monthly. Please see our price page for the comparison and details.
  • Q: What is your money-back policy?
    A: We offer a full money-back guarantee for the first 30 days and pro-rated return after.
  • Q: How can I subscribe?
    A: Click "Go Premium" menu in the "Data Integrator for Salesforce" add-on.
  • Q: How can I be sure that my credit card number I provide will be safe?
    A: We use well-known and respected PCI Level 1 certified billing platform ChargeBee. All payment processing made by them, we cannot see your credit card's number at all - ChargeBee will show us only the last 4 digits.
  • Q: I've paid for the subscription, but clicking on "Go Premium" still shows me "Trial Premium" status.
    A: We cache the premium subscription's status for a few hours, this is why you still see the "Trial Premium". This status gives you full access to all services, so you should not be worried.
  • Q: How can I subscribe?
    A: Click "Go Premium" menu in the "Data Integrator for Salesforce" add-on.
  • Q: How can I change subscription or unsubscribe?
    A: There are two options:
    • Log into your ChargeBee account using your Google email address and change subscription/un-subscribe
    • Send us an email on [email protected] and we will do the required action.
  • Q: How can I apply the coupon?
    A: Click "Apply Coupon" in the first screen during the subscription. Please see the screenshot .