Tuesday, December 6th, 2016

How To Setup and Run CloudConnector

In a previous post, I introduced a script that I developed that allows querying and displaying data from a Salesforce org in a Google spreadsheet.  I am still awaiting approval for the script to be posted to the Google Apps Scripts Gallery.  The galley hosts a bunch of scripts that can be easily imported into a google doc.  In the mean time, if you would like to use the script, I have put together the following how to use the script in any Google spreadsheet.   If you would like to contribute to the script please feel free to fork away.  The script can be found on github: https://github.com/gidzone/cloudconnector.

  1. Create a new Google Apps Spreadsheet.
  2. In the new spreadsheet goto the Tools -> Script Editor to open the script editor.
    Script editor option
  3. Copy the script from here to your clipboard.
  4. Paste the script into the Script Editor window.
  5. Save the script by selecting File -> Save.
    Save Script
  6. Enter CloudConnector as a name for the script.
  7. The script needs to be authorized before it can be run.  Select and run the onOpen function from the functions dropdown.  This will activate the authorization dialog.
  8. Click the Authorize button to authorize the script.
  9. Rerun the onOpen function to add the CloudConnector menu to the Google spreadsheet.
  10. Close the Script Editor window.
  11. Click the Settings menu item in CloudConnector menu to activate the Settings window.
  12. Enter your Username, Password and Security Token for the Salesforce org.
  13. Click Login in the CloudConnector menu to login to your Salesforce org.
  14. Click Query in the CloudConnector menu to activate the SOQL Query dialog
  15. Enter your SOQL query and click Query to run the query.
  16. The results should display in your spreadsheet.
  17. If there are more records in the resultset, click the Query More option in the CloudConnector menu will return those results.

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