Google Sheets Integration
DriveMate lets you create, read, and modify Google Sheets spreadsheets directly from Salesforce - through Flows, Quick Actions, or Apex code.
Here's an overview of what you can do:
- Create spreadsheets with pre-defined sheets, headers, and data rows - all from a Flow or Apex trigger.
- Append rows to existing spreadsheets when new records are created in Salesforce.
- Edit rows by matching criteria - update specific cells when Salesforce data changes, while preserving formulas and manually entered values.
- Delete rows by matching criteria - remove spreadsheet rows when records are deleted in Salesforce.
- Use Google Sheets formulas in cell values - DriveMate passes formulas through to Google Sheets so they evaluate natively in the spreadsheet.
- Keep spreadsheets in sync with Salesforce data - combine the actions above into record-triggered Flows that mirror your Salesforce records in real time.
See Automations for a full reference of available actions and their parameters, follow the Sales Calculator example for a complete end-to-end walkthrough, or learn how to handle Complex Multi-Sheet Spreadsheets using the template-based approach.