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Edit Opportunities in Google Sheets
Quickly and easily edit Salesforce Opportunities using Google Sheets
- Business Need
- Productivity
Make data viewing and manipulation a breeze. Export Salesforce Opportunity list views directly into Google Sheets, and make edits that seamlessly flow back into Salesforce. The power of Google and Salesforce working together to boost productivity.
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Showing 7 of 7 Reviews
Only working one way
Went through the instructions, have the sync working from SalesForce to Sheets, but editing the Google Sheet doesn't update the opportunity in SalesForce. Has anyone else had this issue?
503 Service Unavailable Error
Went through the setup to find out that the Google Spreadsheet cannot be created. Somehow it throws error 503 Service Unavailable while reading data from Salesforce to build the spreadsheet. Any thoughts to resolve this? Couldn't find any useful tips/helps online regarding this. The guideline is excellent though.
Not Working
Spent the last few hours thoroughly going over the instructions in the following link, but am unable to figure out why the Export to Google Button (step 34) is not working: https://github.com/TractionOnDemand/TractionSyncProxy/blob/master/README.md
Huge Boost to Productivity!
We use Google' suite of products heavily at TalentMarketplace and this integration streamlines our opportunity review and update process. It takes a few minutes to setup, but there we've already recovered the setup time multiple times over from the reduced effort of updating opportunities and improved collaboration through Google Sheets. I highly recommend this app!
Serve the purpose very well.
Awesome documentation. It really helps me a lot. I just want to know if same things I need to do for leads then how could it be possible or what changes I need to do for it.
Working great!
We have this installed and working, it was a fairly involved setup, but the documentation was excellent. We will have a few uses for the tool as is, and would request an expansion that could dramatically speed our current process. That is, instead of pulling a list view of opportunities, we'd like to pull a list of related records from a single opportunity (we have a custom object, child of opportunity, called "Intersection") into sheets. Is this something we could do with the tool as is, or could be developed as this tool is expanded? Thanks for the great work, this is a very useful tool!
Not yet managing to get it set up yet in our sandbox
I've posted a question on the community (https://success.salesforce.com/answers?criteria=OPENQUESTIONS&id=9063A000000DhNsQAK). This app looks very promising but it somewhat complex to setup compared to other AppExchange Apps.
I think the link in the install guide is pointing to an older (Beta) version of the package. Try doing a search for 'Edit Opportunities in Google Sheets' in the AppExchange to bring up the current version: https://appexchange.salesforce.com/results?keywords=Edit%20Opportunities%20in%20Google%20Sheets This should link to the most recent release of the package.
I have same issue...