TL;DR

This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps:

1. set up Salesforce as a source connector (using Auth, or usually an API key)
2. set up Google Sheets as a destination connector
3. define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is Salesforce

Salesforce is a cloud-based customer relationship management (CRM) platform providing business solutions software on a subscription basis. Salesforce is a huge force in the ecommerce world, helping businesses with marketing, commerce, service and sales, and enabling enterprises’ IT teams to collaborate easily from anywhere. Salesforces is the force behind many industries, offering healthcare, automotive, finance, media, communications, and manufacturing multichannel support. Its services are wide-ranging, with access to customer, partner, and developer communities as well as an app exchange marketplace.

What is Google Sheets

Google Sheets is a cloud-based spreadsheet tool that allows users to create, edit, and share spreadsheets online. It is a part of the Google Drive suite of productivity tools and is accessible from any device with an internet connection. Google Sheets offers a range of features that make it a powerful tool for data analysis, project management, and collaboration. Users can create and format spreadsheets, add formulas and functions, and create charts and graphs to visualize data. Google Sheets also allows users to collaborate in real-time, making it easy to work on projects with others. Users can share spreadsheets with specific people or make them public, and can control who has access to edit or view the document. Additionally, Google Sheets integrates with other Google tools such as Google Forms, allowing users to collect data and automatically populate it into a spreadsheet. Overall, Google Sheets is a versatile and user-friendly tool that can be used for a variety of tasks, from simple calculations to complex data analysis.

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Prerequisites

1. A Salesforce account to transfer your customer data automatically from.
2. A Google Sheets account.
3. An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Airbyte is an open-source data integration platform that consolidates and streamlines the process of extracting and loading data from multiple data sources to data warehouses. It offers pre-built connectors, including Salesforce and Google Sheets, for seamless data migration.

When using Airbyte to move data from Salesforce to Google Sheets, it extracts data from Salesforce using the source connector, converts it into a format Google Sheets can ingest using the provided schema, and then loads it into Google Sheets via the destination connector. This allows businesses to leverage their Salesforce data for advanced analytics and insights within Google Sheets, simplifying the ETL process and saving significant time and resources.

Methods to Move Data From Salesforce to google sheets

• Method 1: Connecting Salesforce to google sheets using Airbyte.
• Method 2: Connecting Salesforce to google sheets manually.

Method 1: Connecting Salesforce to google sheets using Airbyte

Step 1: Set up Salesforce as a source connector

1. Open the Airbyte platform and navigate to the "Sources" tab on the left-hand side of the screen.

2. Click on the "Salesforce" source connector and select "Create new connection."

3. Enter a name for your connection and click "Next."

4. Enter your Salesforce credentials, including your username, password, and security token.

5. Click "Test connection" to ensure that your credentials are correct and that Airbyte can connect to your Salesforce account.

6. Once the connection is successful, select the objects you want to replicate from Salesforce.

7. Choose the replication frequency and any other settings you want to apply to your connection.

8. Click "Create connection" to save your settings and start replicating data from Salesforce to Airbyte.

9. You can monitor the progress of your replication in the "Connections" tab and view the data in the "Dashboard" tab.

Step 2: Set up Google Sheets as a destination connector

1. Go to the Airbyte website and log in to your account.
2. Click on the "Destinations" tab on the left-hand side of the screen.
3. Scroll down until you find the "Google Sheets" destination connector and click on it.
4. Click on the "Create Destination" button.
5. Enter a name for your destination and click on the "Create" button.
6. You will be redirected to the Google Sheets authorization page. Sign in to your Google account if you haven't already.
7. Click on the "Allow" button to grant Airbyte access to your Google Sheets account.
8. You will be redirected back to the Airbyte website. Select the Google Sheets destination you just created from the list of destinations.
9. Enter the name of the spreadsheet you want to use as your destination and select the worksheet you want to use.
10. Click on the "Test" button to make sure the connection is working properly.
11. If the test is successful, click on the "Save" button to save your destination settings.
12. You can now use the Google Sheets destination connector to transfer data from your source to your Google Sheets destination.

Step 3: Set up a connection to sync your Salesforce data to Google Sheets

Once you've successfully connected Salesforce as a data source and Google Sheets as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

1. Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
2. Choose your source: Select Salesforce from the dropdown list of your configured sources.
3. Select your destination: Choose Google Sheets from the dropdown list of your configured destinations.
4. Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
5. Select the data to sync: Choose the specific Salesforce objects you want to import data from towards Google Sheets. You can sync all data or select specific tables and fields.
6. Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
7. Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
8. Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from Salesforce to Google Sheets according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your Google Sheets data warehouse is always up-to-date with your Salesforce data.

Method 2: Connecting Salesforce to google sheets manually

Moving data from Salesforce to Google Sheets without using third-party connectors or integrations involves several steps. You will need to use Salesforce's REST API to extract the data and then use Google Sheets API to insert the data into a Sheet. Here's a step-by-step guide:

Step 1: Extract Data from Salesforce

1.1 Create a Connected App in Salesforce

- Log in to your Salesforce account.

- Go to Setup.

- In the Quick Find box, type "App Manager" and select it.

- Click on "New Connected App".

- Fill in the necessary details such as the name, API name, and contact email.

- Enable OAuth settings and set the callback URL (you can use `http://localhost` for development purposes).

- Choose the OAuth scopes required for your application (at minimum, you will need "Access and manage your data (api)").

- Save the new connected app and take note of the Consumer Key and Consumer Secret.

1.2 Authenticate and Get Access Token

- Send an OAuth authentication request to Salesforce's token endpoint using your connected app's credentials.

- You can use tools like Postman or write a script in a language like Python to make the HTTP request.

- The request will return an access token that you will use to make API calls to Salesforce.

1.3 Use Salesforce REST API to Query Data

- Use the access token to authenticate your API requests.

- Use the Salesforce REST API's query endpoint to run SOQL queries and extract the data you need.

- The endpoint will look something like this: `https://yourinstance.salesforce.com/services/data/vXX.0/query/?q=SELECT+fields+FROM+object`.

- Replace `yourinstance` with your Salesforce instance, `vXX.0` with the API version, `fields` with the fields you want to retrieve, and `object` with the Salesforce object you are querying.

- Parse the JSON response to extract the data.

Step 2: Prepare Google Sheets for Data Insertion

2.1 Create a New Google Sheet

- Log in to your Google account and open Google Sheets.

- Create a new sheet where you will insert the Salesforce data.

2.2 Get Google Sheets API Access

- Go to the Google Developers Console.

- Create a new project or select an existing one.

- Enable the Google Sheets API for your project.

- Create credentials for your project (OAuth client ID).

- Download the JSON file with your credentials.

- Use the credentials to authenticate your application with Google's OAuth 2.0.

Step 3: Insert Data into Google Sheets

3.1 Authenticate with Google Sheets API

- Use the credentials JSON file to authenticate your script or application with the Google Sheets API.

- The authentication process will provide you with an access token to make API requests.

3.2 Use Google Sheets API to Insert Data

- Use the Google Sheets API to select the sheet and the range where you want to insert the data.

- Format the data from Salesforce to match the structure expected by the Google Sheets API.

- Make an HTTP request to the Google Sheets API to insert the data into the specified range.

- Handle the API response and check for errors.

Step 4: Automate and Schedule (Optional)

If you need to move data regularly, you could automate the process by writing a script that runs at scheduled intervals (e.g., daily, weekly).

- Write a script that encapsulates the steps above.

- Schedule the script using a scheduler like cron (for Linux/Mac) or Task Scheduler (for Windows).

- Make sure the script logs its activity and can handle errors gracefully.

Final Notes

- Always ensure you handle sensitive information, such as access tokens and client secrets, securely.

- Respect API limits and quotas for both Salesforce and Google Sheets to avoid service disruptions.

- Test your setup thoroughly before relying on it for production data.

Please note that this guide assumes you have a developer background and are comfortable with concepts like OAuth, API usage, HTTP requests, and programming/scripting in general. If you're not, you might want to consider using a third-party integration tool or seeking assistance from a developer.

Use Cases to transfer your Salesforce data to Google Sheets

Integrating data from Salesforce to Google Sheets provides several benefits. Here are a few use cases:

1. Advanced Analytics: Google Sheets’s powerful data processing capabilities enable you to perform complex queries and data analysis on your Salesforce data, extracting insights that wouldn't be possible within Salesforce alone.
2. Data Consolidation: If you're using multiple other sources along with Salesforce, syncing to Google Sheets allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
3. Historical Data Analysis: Salesforce has limits on historical data. Syncing data to Google Sheets allows for long-term data retention and analysis of historical trends over time.
4. Data Security and Compliance: Google Sheets provides robust data security features. Syncing Salesforce data to Google Sheets ensures your data is secured and allows for advanced data governance and compliance management.
5. Scalability: Google Sheets can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding Salesforce data.
6. Data Science and Machine Learning: By having Salesforce data in Google Sheets, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
7. Reporting and Visualization: While Salesforce provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to Google Sheets, providing more advanced business intelligence options. If you have a Salesforce table that needs to be converted to a Google Sheets table, Airbyte can do that automatically.

Wrapping Up

To summarize, this tutorial has shown you how to:

1. Configure a Salesforce account as an Airbyte data source connector.
2. Configure Google Sheets as a data destination connector.
3. Create an Airbyte data pipeline that will automatically be moving data directly from Salesforce to Google Sheets after you set a schedule

With Airbyte, creating data pipelines take minutes, and the data integration possibilities are endless. Airbyte supports the largest catalog of API tools, databases, and files, among other sources. Airbyte's connectors are open-source, so you can add any custom objects to the connector, or even build a new connector from scratch without any local dev environment or any data engineer within 10 minutes with the no-code connector builder.

We look forward to seeing you make use of it! We invite you to join the conversation on our community Slack Channel, or sign up for our newsletter. You should also check out other Airbyte tutorials, and Airbyte’s content hub!