Connecting Salesforce Data using Dokin
This step-by-step guide will walk you through the process of connecting Salesforce to Google Sheets, Slides or Docs using the Dokin add-on.
Last updated
This step-by-step guide will walk you through the process of connecting Salesforce to Google Sheets, Slides or Docs using the Dokin add-on.
Last updated
Dokin is a powerful Google Workspace add-on that allows you to connect various data sources and integrate them seamlessly into your spreadsheets, documents or presentation. With Dokin, you can sync Salesforce data to:
Manage and analyze your Salesforce CRM data in a Google Sheets spreadsheet,
Create dynamic presentations in Google Slides with data from Salesforce,
Create dynamic documents in Google Docs with data from Salesforce.
On the home page of your Dokin Add-on, you'll find a list of your imported data, as well as a button for creating new connections. Click on the "Connect New Data" button.
Next, a new window opens up where you can find the different sources of data you can connect. Here, simply pick the "Salesforce" app from the list of options.
If this is your first time using Dokin or if your previous connection has expired or been revoked, follow these steps to connect your Salesforce account:
Click on the "Connect New Data" button. You will be redirected to a secure Salesforce connection page.
On the Salesforce connection page, choose the account you want to connect, then click on the "Choose Account" button.
This secure process ensures that Dokin can seamlessly integrate with your Salesforce data while maintaining the necessary privacy and security standards.
Follow these steps to choose the data you want to import from Salesforce. This process allows you to import all records from a specific Salesforce object that meet your specified criteria.
Begin by selecting the Salesforce object from which you intend to import data.
Next, pick the fields you wish to display in your import. You have the flexibility to select anywhere from one to an unlimited number of fields, tailoring the import to your precise needs. Once you've made your selections, you can rearrange the fields to your liking. This can be achieved with a simple drag-and-drop action, ensuring that the data is presented in the most logical and useful order for your specific needs.
For additional customization, you can apply filters and sorting to your imported data. This step is optional.
Filtering: Select the field you want to filter by, choosing an operator (such as Equal, Contains, Less Than, etc.). The operator depends on the type of field. If needed, enter the value.
Sorting: If you want your data to be presented in a specific order, select the sorting field and indicate whether it should be in ascending or descending order.
3.1 - Assign a Name to your Import: Choose a meaningful name for your import process. This name will help you easily identify and manage your imported data within Dokin.
3.2 - Set Up Scheduled Refresh: This option will automatically refresh your data at specific intervals. You can choose the frequency, including the day and time and configure notifications to receive alerts when data is refreshed.
This option will automatically refresh your data at specific intervals. You can choose the frequency, including the day and time, and configure notifications to receive alerts when data is refreshed.
Frequency: Specify how often you want Dokin to automatically refresh your imported data. This ensures that your data remains current without requiring manual updates.
The frequencies are available:
Manual (default)
Weekly: Data refreshes every week. Select a specific day of the week and time for data refresh.
Daily: Data refreshes every day. Choose the time for daily data updates.
Hourly: Data refreshes every hour.
15 mins: Data refreshes every 15 minutes.
Notifications:
You can opt to receive notifications each time your data is refreshed. The available notification options include:
None: No notifications will be sent.
Slack: You will receive a Slack message whenever your data is refreshed. If it's your first time selecting this option, you'll be prompted to connect to your Slack workspace.
Email: You will receive an email notification each time your data is refreshed
Google Slides
When clicking on Connect, Dokin will display a new Connection on the home page.
Google Docs
When clicking on Connect, Dokin will display a new Connection on the home page.
From there, you can choose to insert each cell data as dynamic content or you can create
From there, you can choose to insert each cell data as dynamic content or you can create
Once data is imported, you can edit it and send data back to Salesforce. You can find step-by-step instructions on how to do this in our .
