In this video, I explain how to sync Salesforce reports on a schedule to Google Sheets! This is very useful in sharing reports with non-salesforce users.

🌐 If you've spent any time as a Salesforce Admin, then you've likely been asked for the same updated report over and over again AND there's a good chance its from someone without a license! Luckily, with Salesforce Connector, you can import reports or custom data queries from Salesforce into Google Sheets and share that document link with your colleagues!

🔗 The link to Salesforce Connector in the Google Workspace Marketplace is here: [ Ссылка ]

⚠️ FYI - I shot this in literally one take on the spot in 3 minutes so cut me some slack! 🤣 I've been very busy so this tip would have either never been posted or VERY delayed if I had to do some extra work on this one, but either way, this is a SUPER useful trick we've been able to implement. I hope you can also improve your teams workflows with this if you didn't know it existed!

🕐Timestamp Chapters:
00:00 Intro/Background
01:00 Set up
02:38 Errors

👋 I highly recommend using Salesforce Trailhead for the questions forums and learning modules if you aren't already: [ Ссылка ]

#Salesforce #SalesforceAdmin #SalesforceTutorial #salesforcetips #googlesheets #googlesheetstutorial

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