Goal: I, as a consultant, am transitioning Salesforce support to a new in-house resource. My consulting firm uses a custom object in Salesforce to track work requests from the client. We do not want to give client access to our (consulting firm’s) Salesforce instance. I do want to share the list of open work requests with the in-house resource. Work is added and updated several times throughout each day.
My solution is to create Zaps that will:
- When a new Work Task is created for this client in our Salesforce instance, create a row in a Google Sheets worksheet.
- When a Work Task is updated in our Salesforce instance, update the corresponding row in the Google Sheets worksheet - we have a unique identifier for the Work Task
What I’ve done so far:
- Export all open work items for the client from our SF instance
- Uploaded exported file to Google Sheets in my Google My Drive. On My Drive, I have a Google Sheets ‘Open Work Items’.
Where I get stuck:
- The new file does not appear on the spreadsheet drop down, so I copied the link for the Google Sheets ‘Open Work Items’ into the Spreadsheet window.
- No worksheets are available on the drop down or in custom values. I tried hard coding the name of the worksheet - it will always be the sam, but got an error. I couldn’t figure out how to add the worksheet.
This is my first time working with Google Sheets and I feel like I’m missing an important step.