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Edit Opportunities in Google Sheets

Quickly and easily edit Salesforce Opportunities using Google Sheets

Free  

Never requires payment

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Business Need
Productivity

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MVP
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Top Reviewer
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Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
3.29
Lifetime average
Showing 7 of 7 Reviews
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Neil Schulman

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?

Liv Hoang

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.

ERIC KIM

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

Bonhwan Gu
05/07/2018

I have same issue...

Kaylee Nichols
09/15/2017

I just ran through it twice and am having the same issue.

Scott Hirsch

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.

Chris Fees

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!

Ann Manza-Geerts
Double Star Ranger

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.

Doug Jodrell
Ranger
05/23/2017

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.

Ann Manza-Geerts
Double Star Ranger
03/20/2017

Thanks, I'll be in touch!