You now have the option to refresh the Salesforce data populated in Sheets using the Salesforce data connector. You can refresh this data manually or schedule the data to be refreshed.
Currently, the Salesforce data connector for Sheets gets data from reports or imports when the sidebar is opened and has been configured. In order to get updated data, users would need to go through the same configuration steps in the sidebar.
Why you’d use it
If you use Salesforce to track important conversations with key leads, you can make sure this data is consistently fresh by scheduling a refresh rather than reimporting the Salesforce data.
If your Sales team uses the add-on to import details of their accounts from Salesforce into Sheets, they can schedule this data to refresh daily or even multiple times a day to stay on top of the current data.
How to get started
Admins: No action needed.
End users: Here’s how to refresh your Salesforce Data in Sheets:
- Open the Data connector from Salesforce Add-On and select Refresh.
- Select Manual Refresh to refresh the current data on your sheet or Auto Refresh to schedule a refresh every 4, 8, or 24 hours.
- Review your selections and select Create.
G Suite editions
- Available to all G Suite Editions.
On/off by default?
- This feature will be ON by default.
Stay up to date with G Suite launches