Google Sheets can be a great reporting tool for Salesforce / Nimble AMS. This can be done pretty easily via Google Apps Script.Connect Google Sheets Docs And Gmail To Salesforce And Nimble Association Management Software
This blog is part one of a series on how to connect these two great cloud products. In this blog we will cover the first step which is OATH authentication to Salesforce.
Connect a Salesforce Connected APP
A “Connected App” is an application that can connect to salesforce.com over Identity and Data APIs. Connected Apps use the standard OAuth 2.0 protocol to authenticate, provide Single Sign-On, and acquire access tokens for use with Salesforce APIs.
Salesforce Developer Technical Library
Google Authentication Script
I built the following script to authenticate to Salesforce / Nimble AMS. This script will return two items that will be needed to access the data (subject of a future blog):
- Access Token which can be thought of as the Salesforce Session ID
- Instance URL which uniquely identifies the Salesforce instance to which API calls should be sent
What is Google Apps Script?
About NimbleUser/Nimble AMS
Stay TunedIn the next blog in this series I will cover how to process SOQL (Salesforce Object Query Language) to return data from Salesforce directly into a Google Spreadsheet.