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Google Sheets Sample App

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Summary

This app has been built to demonstrate the use of the Core and Google Sheets libraries. Specifically, it demonstrates how the library can be used to transfer a list of Opportunity records to Google Sheets.

Note: Currently, no test coverage for the sample apps has been provided.

Configuration

This section explains how to configure the Google Sheets Sample App.

  1. Deploy the Core package to your Salesforce organisation.
  2. Deploy the OAuth Sample App.
  3. Deploy the Google Sheets package.
  4. Deploy the Google Sheets Sample App.
  5. Go to Setup > Manage Users > Users.
  6. Select your user.
  7. Select Edit Assignments in the Permission Set Assignments section.
  8. Add the OAuth Sample App Permissions and Google Sheets Sample App Permissions permission sets and Save.
  9. Select the Google Sheets Sample App from the app menu.
    • The Test Harness, Opportunities, Connector Types and Connectors tabs should be displayed.
  10. Create a Google App following the steps in the Create an app in Google section below.
  11. Follow the Create a Google Sheets Connector in Salesforce steps below.
  12. Select the Opportunities tab, choose to view All Opportunities and select Go.
  13. Check that the Export to Google Sheets button is shown.

Create an app in Google

  1. Log in to your Google account.
  2. Go to https://console.developers.google.com/project and select Create Project.
  3. Enter a project name and ok the dialog.
  4. Select the hyperlink for the project name that you just created.
  5. Select Credentials.
  6. Select Create new Client ID.
  7. Select Web application.
  8. Set the Authorized Javascript Origins url to the URL of the Salesforce organisation e.g. https://eu3.salesforce.com.
  9. Set the Authorized Redirect URIs to the same as above with apex/connector appended: e.g. https://eu3.salesforce.com/apex/connector.
  10. Make sure you know the Client Id and Client Secret as they will be needed later.
  11. Select the Consent screen.
  12. Enter a Product Name and save.

Create a Google Sheets Connector in Salesforce

  1. Log in to your Salesforce organisation.

  2. Go to the Developer Console and select Debug > Open Execute Anonymous Window.

  3. Run the following code changing the parameters to the appropriate values:

    GoogleSheetsConfigure.configure(<Google App Client Id>, <Google App Client Secret>, <Salesforce domain>);

  4. Check that the connector has been created and activate it.

Use

Once the project is configured:

Test Harness

  1. Select the Test Harness tab.
  2. Check that you get a message starting with 'Successful authentication'. If you do not, check that all the configuration steps have been peformed correctly.
  3. Expand any section to display the API calls, then select Submit to test the call.

Transfer Opportunities To Google Sheets Sample App

  1. Select the Opportunities tab, choose to view All Opportunities and select Go.
  2. Select some Opportunities and then Export to Google Sheets.
  3. Select the fields that you wish to export, the spreadsheet, and the worksheet that you wish to export the data to.
  4. Select Export to Google Sheets.
  5. The data will have been exported to Google Sheets.

Reporting Issues & Enhancements

Please report any issues using the github issues feature. Suggestions / bug reports are welcome as are extensions containing additional functionality.