Learning Salesforce With Pranav

Hi All, Welcome Back  — to another blog related to the G-Connector for Salesforce. A recap for newbies  + In my first blog of “ G-Connector for Salesforce “, I shared with you all the required steps to install and configure G-connector for Salesforce. In my second blog of “ Get Salesforce record data into your Google Sheet through G-Connector “ , I shared with you all how to use G-Connector for getting salesforce record just simple as we can do it in our salesforce query editor to see the records. In my third blog of “ Pushing Google Sheet data into the Salesforce database through G-Connector “, I shared with you all how to push the Google Sheet rows data to Salesforce sObject records on the basis of Sheet columns with the correct/matching salesforce fields. Now in this new blog, I am going to give you some interesting info which is very easy and a way more relaxing for doing the manual pushing and pulling of data. Follow the below steps to autom...

Hi All, Welcome Back  to an another blog related to the G-Connector for Salesforce. In my first blog " G-Connector for Salesforce " , I shared with you all the required steps to install and configure G-connector for Salesforce. And in my second Blog " Get Salesforce record data into your Google Sheet through G-Connector ",  I shared with you all how to use G-Connector for getting salesforce record just simple as we can do it in our salesforce query editor to see the records. In this blog I am going to share the important steps that needed to be followed for pushing the Google Sheet rows data to Salesforce sObject records on the basis of Sheet columns with the correct/matching salesforce fields. Follow the below steps guided with the screenshot for getting salesforce records: Open your Google sheet and verify the connection, is it connected with either of salesforce sandbox or production org.  NOTE : If not connected please connect your sheet with desir...

Hello All, In my last blog, I shared with you all the required steps to install and configure G-connector for Salesforce . Now I am going to show, how to use G-Connector for getting salesforce record just simple as we can do it in our salesforce query editor to see the records. Follow the below steps guided with the screenshot for getting salesforce records: Open your Google sheet and verify the connection, is it connected with either of salesforce sandbox or production org.  NOTE : If not connected please connect your sheet with desired salesforce org. Now after making/verifying connection with Salesforce, Click on the “ Get Data using SOQL ” option under “ G-connector for Salesforce “ You will the below an advance query editor screen in your google sheet. Just select your source data item from the “ From ” picklist Now select the fields of that source item whose data you want to get into your google sheet You can also categorize/filter out your data with “ Wher...

G-Connector for Salesforce It’s a great tool or you can say an add-on that can help you to save your Salesforce Licenses. G-Connector is a two-way syncing tool that unlocks Salesforce data into the Google Sheet in a quick and easy way. G-connector helps in real-time view into the Salesforce data with the help of scheduling and automatic refreshing of data. Steps to install G-connector for Salesforce: You can either install G-Connector fr Salesforce add-on directly to your Google sheet from this link https://chrome.google.com/webstore/detail/g-connector-for-salesforc/inpioilbljppoobbblcpbpjplkefmkep?hl=enORYou can install it from appexchange with this linkhttps://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B5f7vEAB Once you install G-connector, you can see it in your google sheet like the below image Now you can use it in your destination org i.e. Salesforce Production or Salesforce Sandbox Click on the desired salesforce org, you can see a login...

Hello All, In this Blog, I am going to show you how we can enable the Profile User Interface and Profile List View. This helps a lot during some advance administrator work in Salesforce CRM. Basically, In the  enhanced profile user interface , the profile overview page provides an entry point for all Settings and Permissions for a profile whereas in normal view which I think is way more simpler shows all the Settings and Permissions in a single page view. In the enhanced profile user interface you can browse, search, and modify settings and permissions in a profile through a streamlined user interface. And  Enhanced Profile List View  gives you the ability to quickly view, customise, and edit list data to speed up your daily productivity whereas in normal view you can have all the profiles on a single page. In Enhanced Profile List View you can create profile list views with the fields you choose. For example, create a list view of all profiles with the “Modify ...

Here in this blog, we are using  Salesforce Record data  to be saved to  Google Drive via  WebMerge  Document. Please follow the below steps for sending Salesforce data with merge fields via WebMerge: Click on  WebMerge Documents  tab. Create  New Document . Choose your Document Type and Click on  Create Document . Format a Document and click on  Save   and   Next  button. Under Settings section,  Name your document, select Output type ‘PDF’, Timezone and Status . And click on  Save and Next  button. Select the  Deliver  tab and click on  New Delivery  button and select  Google Drive . + Connect with your Google Drive. + Fill the Google Drive Account, Folder(you can select subfolder also) and click on  Save Delivery  button. + Now open  WebMerge Mappings  tab in salesforce. + Click on  New WebMerge Mapping . + Fill the pa...