Pushing Google Sheets Data to Salesforce Through FormAssembly Forms
Do you need to be able to get data collected in Google Sheets into your Salesforce instance? With FormAssembly, you can send data to Google Sheets where multiple people on your team can access it, but you can also streamline the process of sending that Google Sheets data to Salesforce, using FormAssembly, Google Sheets formulas, and prefill links. This tutorial will show you how to accomplish this.
The traditional method to get Google Sheets data into Salesforce would be to use Data Loader, but this comes with downsides. Data Loader does not allow you to push data to multiple standard and custom objects, and you cannot dedupe or perform lookups.
In this post we’ll look at a few things:
- How to utilize FormAssembly forms to send data through the Google Sheet connector to a shared Google Sheet
- Utilizing Google Sheet formulas and URLs to prefill FormAssembly forms
- Submitting data sourced from a Google Sheet into any Salesforce object and field with a Salesforce submit connector on our form
This will require the following knowledge:
- Building and prefilling FormAssembly forms through a URL
- Setting up a Salesforce Connector on your FormAssembly form
- Google Sheets and Salesforce administrative access
We will have two forms, and two Google Sheets through this use case. Our shared form and shared Google Sheet, then our transition form and transition Google Sheet.
In this use case, we’re going to essentially use formulas in our Google Sheet to build a URL that will combine the data we copy from a shared Google Sheet, placed by our shared form, into a prefilled form link. We’re building a dynamic form link in Google Sheets that leads to a FormAssembly form with a Salesforce connector on it.
It will require some initial setup in Google Sheets but once we have one row in place for our transition, we can copy it to the rest with a simple drag and drop routine method.
First, we’ll set up our shared form so we have the data we’ll be sharing pushing to our first Google Sheet, which is also shared. Well call these our “shared form” and “shared Google Sheet” during this tutorial. Check out our form example below, which asks for some basic contact information, for an idea on how to start a test.
As you can partially see in the image below, this form will have the same fields as the previous form, but it has a different title, and we will set up different connectors for it.
We’ll have a few different types of headers for our columns in this sheet, and it’s important for us to identify them correctly so the cells and data are easier to use when combining into a prefilled form URL. In the pictures below, our shared data resides in the blue columns, our columns holding and combining all the form URL and sheet information is in green, and our column holding the aliases for the form that we’re prefilling information into are in gray.
First, we’ll set up a section of column headers for our data from our shared Google Sheet.
Once you have your columns properly in place and your formulas building your prefilled URL to your transition form. Give it a test with your test entry as pictured below.
Want more Salesforce-FormAssembly tutorials? Check out this one on how to set up a multiple criteria search of Salesforce using FormAssembly.