Now that I’ve done the Salesforce side of things, I want to install the Google Sheets side of things.
Again, this Connector has already been authenticated, another OAuth2 connector, as you’ll find with anything within the Google space. And what I want to do is append these rows to my already existing spreadsheet.
So I tried on the inverse method. And I’ve tried on the list users method. And what I want to do is connect them together. In doing this, I now am able to access any data that comes back from the List Users API call and push that into Google Sheets via the Append Row API call.
It’s not a one to one direct mapping and I will need to do some set up for that.
So if I come into the steps up here. So here I have required fields and their showcase in this Required column with a little tick box. These have to be filled out for an API call to successfully run.
What you’ll also see next to it are user configurable fields. Now, when it comes to embedding, if you turn this on for something like marketplaces, your user will have the opportunity after they authenticate, to determine and decide what goes into these fields. particularly useful in this case, or in this use case, as there is a user lookup that allows them to choose the spreadsheet that they want to put that information into.
So here, I have a bunch of spreadsheets. Let me see if there’s a demo. For me, use the Salesforce demo sheets, almost like I prepared this before. And I can also look up the sheet name. So that is on sheet one.
Now, for the source, I’ve chosen the lookup for those first two required fields and making them user configurable. I always want the same information to come out of an end user Salesforce and be pushed into Google Sheets. So for that, I can choose lists of users. And here, I’ll be presented with all of the information that comes back from the user.
So Column A on what the User ID in column B, I want to User Title. Now in column C, I’m going to change it up, what I want to do is concatenate two fields from that list user step. So I’m going to type a value here. And I’m going to choose a merge field from this users. This merge field, I’m going to have first name, I’ll put a space between it. And then I will also have last name and put the space and after the space. So what this will do, I saw the full name drop down from that merge field. But in some situations, you just don’t get the full name back from the API.
So what this will do is it will create a full name, based on the first name and the last name of the user in question. I can also type a value. And if there’s anything that needs to be hard coded, or as a static variable, I can put that in here.
So let’s say, this will appear on every line of the import. Grammar is important, this will appear on every line of the import. And you will be able to see that within the CSV in Google Sheets.