Importing Data from Salesforce.com Reports
Any report that you’ve created in your Salesforce.com environment is now instantly available in any of your Google Spreadsheets.
The most recently run reports will appear first. If you haven’t run a report yet, enter a part of its name and click the Search button to find the report you need.
If this tab is enabled – it means that it is possible to customize filters for the selected report. The customized filters will be saved along with the report and applied on each refresh.
Not all reports allow filters customization. If this tab is greyed out – the report filters are not customizable from the G-Connector end. Please edit them directly at Salesforce.
- Put to: New sheet(s) or Active Sheet
This option indicates whether the report data will be placed into the currently active sheet or a new sheet will be created for it. By default this option is New sheet(s) when running a report for the first time, and Active sheet if running a report from a sheet where it has been previously downloaded.
- Start cell
This option will let you determine the starting point for the report data. It indicates the top leftmost corner of the data when exported to a Google sheet. There can be only one report exported into one given tab.
- Auto-fill formulas
Set this option if you have additional formula columns to the right of your data and would like them to expand/contract as the number of rows in the exported data changes on each refresh.
- Freeze header row
If on, the header row will be frozen after the pull to allow for data scrolling while keeping the headers visible.
- Printable report view
If checked, the report will be exported in Formatted view. By default all reports are exported in Detail view, similar to the how you choose the export view in Salesforce:
- Create drop-downs in picklist columns
If checked, we’ll add a drop-down into each cell of a column coming from a ‘picklist’ field in Salesforce as follows:
- On refresh: Overwrite, Append, Create new sheet
This drop-down determines the behavior of the exported report when it is refreshed using the Refresh current sheet (all sheets) G-Connector command or the refresh performed by the automatic scheduler. The following options are available:
– Overwrite: the default mode. Will overwrite the data in the sheet with newly exported data. This operation will clean up any remaining data (if the exported data is smaller than the one already in the sheet).
– Append: in this mode, each refresh will append all export data at the end of the previously exported data. Having duplicates after the repeated refreshes is highly likely in this mode. Therefore, it’s up to you to make sure the report returns new data or has a DateTime column that is different in all rows to be able to analyze the data by.
– Create new sheet: in this mode, a new timestamped tab will be created for each report refresh. This mode is good if you want to keep snapshots of your data in the same Google sheet. Keeping snapshots of your data in different Google Sheets is achieved using G-Connector’s snapshotting functionality.
You can select more than one report and click Get report(s). All of them will be pulled from Salesforce and put each into a separate sheet in your workbook.