Templates / Sales / Sales Ops | Run Salesforce Query and Create New Google Sheet
Sales Ops | Run Salesforce Query and Create New Google Sheet
This template will allow you to take a small set of Salesforce records (maximum 2,000) at a time and create a new Google Sheet from them. Upon completion a user is emailed about the a newly created report. For example a list of leads associated to a certain sales team member.
If there is a need to quickly make a google sheet from a set of Salesforce objects, this can be accomplished with the following Tray.io template. It takes a single Salesforce query and aligns it to a new Google Sheet. The resulting workflow can be set to a schedule if preferred.
The following connectors are used in this template. This is provided for reference only - there is no need to read through the linked connector pages, as all you need to know for this template is explained here:
The images below show a newly created and populated Google spreadsheet based off the primary Salesforce query sent.
As well as the email notification sent to the user.
This workflow assumes the following:
- You have authentications to Salesforce and Google Sheets
- You only wish to pull records from a single SFDC object type
In order to configure this workflow for use, simply:
This will help deepen your understanding of Tray.io and will give you the power to maintain and edit your workflow as necessary.
The overall logic of the workflow is:
Section 1 grabs the salesforce records from a Salesforce connector. This performs a single query to Salesforce with an object type, desired fields, and a set of conditions.
Section 2 creates a new Google Sheet spreadsheet and adds a Header row based on the API names of the fields selected in the Salesforce step. The report can be adjusted later for column names and order.
Section 3 loops through the SFDC records and, for each record, creates a new row of data in the spreadsheet based on each record’s field values.
Section 4 sends an email reminder to the user to tell them their report is ready / updated.