
G-Connector For Salesforce Overview
If you use Salesforce for storing data and have a requirement to quickly extract, clean and load data to and from Salesforce but want a more efficient and automatic approach to this data cleaning and migration activity? Then this article will tell you about the G-Connector app from Xappex that can connect your salesforce data to google sheet in seconds and provide a two way automatic or manual update feature.
What is G-Connector?
Xappex’s G-Connector provides a Salesforce data loading functionality in the Google Drive environment, similar to that of the popular Microsoft Excel add-on (www.enabler4excel.com).
Main Features
- Provides a real time view into Salesforce data by scheduling automatic refreshes of previously pulled data.
- Hourly, Daily or Weekly schedules available.
- Offline edit feature to allow edits on the field and syncing data back once online.
- Salesforce data loads, queries, mass updates and insert not from Salesforce, but directly from your Google Spreadsheets.
- No report row limitations, pull Salesforce reports of any sizes.
- Edit the data and push it back to Salesforce using Update command.
- Import new data to Salesforce.com from your existing Google Spreadsheets using the Insert command.
- Automatically create snapshots of your spreadsheet and save it to Google Drive to capture historical data.
- Monitor the data incoming from Salesforce in your Google Sheet and send notifications as it changes.
- Convert your spreadsheets to XLSX and PDF formats and send it to any number of recipients on a schedule.
G-Connector Pricing
Connecting your Google Spreadsheet to Salesforce.com and exchange data with it both manually and automatically is allowed by the G-Connector app but there are some features that need to be purchased instead of getting them for free.
You will find below the pricing model that Xappex offers for it’s G-Connector Editions.
The free version allows the following features:
- Import new data to Salesforce.com from your existing Google Spreadsheets using the Insert command.
- Edit the data and push it back to Salesforce using Update command.
- Pull data directly from Salesforce.com using a custom query or by simply pulling a report you’d previously created in Salesforce.com. No report row limitations, pull Salesforce reports of any sizes.
- Save a lot of time by doing Salesforce data loads, queries, mass updates and insert not from Salesforce, but directly from your Google Spreadsheets.
Xappex automatically creates a free 30-day trial for any new Google account that installs the software. During the 30-day trail, G-Connector will run in the Premium Full mode. When the trial expires – it will revert to the Free mode with some functions inaccessible without a license.
Is your data private when using G-Connector?
The connection to your Salesforce.com data is secured and is only established between the corresponding software (XL-Connector, G-Connector, Enabler4Excel365, Salesforce Connector for Google Data Studio) and Salesforce.com. Xappex does not have access to your data either in transit or at rest. Your oAuth2 Security Token is stored in your user settings and can only be accessible by you.
Installing G-Connector in your Google Sheets
- To install the G-Connector add-on to your Google Sheets environment, open any spreadsheet or create a new one at https://docs.google.com/spreadsheets, then click Get Add-ons under the Add-ons menu:
- In the subsequent dialog search for “salesforce”, then click the blue “FREE” button on the right from G-Connector for Salesforce:
- You will need to give certain permissions to the app in order to get it installed:
- In order to be able to save your snapshots as files to Google Drive, Xappex will need the permission Edit, Create, and Delete your Google Drive files.
- This permission will not be used for anything else. WE SHALL NEVER ACCESS ANY FILES THAT ARE NOT RELATED TO G-CONNECTOR ADD-IN.
- Xappex will need to be able to send email of success/failure notification emails to you when your scheduled data auto-refresh succeeds/fails.
- After you give the requested permissions, the add-on will be installed and ready to use.
Conclusion
G-Connector is a very useful tool to connect your Salesforce Data with Google Data Sheets. A rich variety of features allow you to successfully transform, load and edit your data straight into the google sheet and load it in to Salesforce.
We have used G-Connector a lot and highly recommend this as a tool for day to day data update needs for a salesforce user as the data remains secure.