Import From Platform: Salesforce Report

Modified on Wed, 28 Aug at 1:34 PM

Introduction

Salesforce data can be imported into Gigasheet using the Salesforce Data 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 Save & 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.