Import From Platform: Salesforce Report

Modified on Tue, 4 Jun at 12:51 PM

Introduction

Salesforce data can be imported into Gigasheet using the Salesforce Data Connector.


How to get there

Login to Gigasheet > New+ > Data Connectors > search and select Salesforce Report connector

Step 1: Be sure to be signed into Salesforce and allow access.


Step 2: Select the Report you would like to Import and toggle the Schedule. This can be found on the Salesforce share URL.



Step 3: Set the schedule for the import and Update & Run. This will take a few minutes. We'll email you when the import is complete.


Step 4: Review the scheduled imports on your Gigasheet account. 





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