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Google Sheets + Salesforce

Create Google Sheets spreadsheets from new Salesforce cases

  1. When this happens

    Step 1: New Record

  2. Then do this

    Step 2: Create Spreadsheet

A new Salesforce case means more data for your to organize, but this integration can save you a step. Set it up to automatically create a new spreadsheet in Google Sheets as soon as you created a new case in Salesforce.

Supported triggers and actions

What does this mean?
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google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn More

Related categories

GoogleSpreadsheets

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
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