Thoughts on technology and innovation
Sig VanDamme, Founder
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
To connect we will first need a Salesforce connected app Follow these instructions from the Salesforce Success Community to create a 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.
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):
What is Google Apps Script?
About NimbleUser/Nimble AMS
NimbleUser has been helping associations and nonprofits become nimble through technology since 1992. Our flagship product, Nimble AMS, is an enterprise class association management system (AMS) built on the Salesforce App Cloud, the world's leading and most innovative customer relationship management (CRM) system.
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.