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.


How to get there

Login to Gigasheet > Connect to platform > Salesforce > select Salesforce Report





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. 






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