Salesforce is a great tool but it's not without limitations. That's where Google Sheets comes in. You can sync Salesforce reports directly into Google Sheets. Best of all, you can set it up to automatically refresh the data on a regular cadence. That way, you can set it up once and know that reporting is always current.
One hurdle most people don't know how to get around is how to set up MULTIPLE reports with an auto refresh. This is because Google Sheets only allows for one automatic refresh per Google Sheet. There's a super easy work around though which I go over in the video using Import Range and Query.
To learn more about Import Range, see https://youtu.be/buVm-MOoWD4?si=sWh7hcZ3BZUsM8lw
To learn more about QUERY, see https://youtu.be/EAB_KiMCYsU?si=qCwjCu6EmLH0L9jm
00:00 - Intro
00:16 - Download Extension
01:00 - General Report Syncing
02:10 - Create an Automatic Refresh
02:35 - How to Sync MULTIPLE reports
04:16 - Improve Spreadsheet efficiency
05:17 - Circular Reference Hack
06:28 - Dynamic Circular Reference Hack
08:31 - Report Calculations
10:15 - Outro
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How to Automatically Sync MULTIPLE Salesforce Reports with Google Sheets + Hacks | NatokHD