How to Sync Salesforce Joined Reports to Google Sheets

1. Manual ways to build Salesforce joined reports

Before you automate anything, you need to understand how joined reports work in native Salesforce.

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1.1 Create a baseline joined report

1. In Salesforce, go to the Reports tab.
2. Click New Report.
3. Choose a principal report type, for example Accounts. This controls how shared fields are named.
4. Click Continue to open the Lightning Report Builder.
5. In the top-left, open the Report dropdown and change the format to Joined Report, then click Apply.
6. Adjust your base filters (for example, show only active customers in your region). This baseline controls which records flow into other blocks.

Salesforce’s official guide walks through this pattern with screenshots: https://help.salesforce.com/s/articleView?id=analytics.reports_working_with_joined.htm&type=5 and the Trailhead module here: https://trailhead.salesforce.com/content/learn/modules/joined-reports-quick-look

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1.2 Add additional report blocks (Cases and Opportunities)

1. In the report builder, click Add Block.
2. Choose Cases as the report type and click Add Block.
3. Set filters for this block (for example, status = Open and priority = High) so reps see only risky accounts.
4. Repeat Add Block and select Opportunities.
5. Filter opportunities to pipeline that matters (for example, stage not equal to Closed Lost, close date this quarter).

Now you have three blocks: Accounts, related Cases, and related Opportunities. They share Accounts as the common key.

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1.3 Group and visualize

1. Drag Account Name into the Group Rows area. This aligns all records from different blocks by account.
2. Optionally add more groupings (for example, by Account Owner or Region) to match how your teams are structured.
3. Click Add Chart to create a visual. A simple bar chart by account with the count of open cases vs open opportunities is a powerful prep view for reps.

Refer to the step-by-step examples on Salesforce Ben if you prefer a narrative walkthrough: https://www.salesforceben.com/creating-joined-reports-in-lightning/

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1.4 Get the data into Google Sheets by hand

You have a joined report, but most teams still do the last mile manually:

1. Click Run on the report.
2. Use Export (Formatted or Details) to download as CSV.
3. Open Google Sheets and go to File → Import.
4. Upload the CSV and choose to insert as a new sheet. Google’s CSV import help is here: https://support.google.com/docs/answer/40608
5. Rebuild formulas, filters, and charts in Sheets.

It works, but you are rebuilding this every week or every meeting.

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2. No-code ways to connect Salesforce joined reports and Google Sheets

Once you understand the basics, you can remove some repetitive exports with no-code tools.

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2.1 Scheduled exports with Google Sheets connectors

Several marketplace add-ons and integration tools can pull Salesforce report data into Sheets on a schedule.

A common pattern:

1. Save your joined report in Salesforce with a clear name, like Hot Accounts – Joined.
2. Install a Salesforce → Google Sheets connector add-on from the Google Workspace Marketplace.
3. In Sheets, configure the add-on to:
   • Authenticate to Salesforce.
   • Select your saved report.
   • Choose a refresh schedule (for example, every morning at 7:00).
4. Map the incoming columns into a dedicated tab (for example, Raw_Salesforce_Joined).
5. Build your team-facing dashboards on top of this tab so they update automatically.

Official Google Sheets docs on connected data and functions like IMPORTRANGE are here: https://support.google.com/docs/answer/3093340

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2.2 Use Salesforce subscriptions instead of exports

If your stakeholders are comfortable in Salesforce, you can skip Sheets entirely for some scenarios:

1. Open your joined report.
2. Click Subscribe.
3. Schedule email delivery (daily, weekly, etc.) to specific users or roles.
4. Encourage teams to click through to the live report instead of exporting.

This keeps teams closer to the source of truth, but it does not help if you need Sheets-based models, ad‑hoc analysis, or campaign-level annotations.

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2.3 Blend with Sheets formulas

If you still export manually but want more resilience:

1. Keep one tab named Export_Staging where you always import the latest CSV.
2. Build a second tab Model that uses formulas like VLOOKUP, FILTER, and QUERY to reference Export_Staging.
3. When you re-import fresh data, your model updates automatically, reducing rework.

Google’s QUERY documentation is invaluable when modeling Salesforce data at scale: https://support.google.com/docs/answer/3093343

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3. Scaling with AI agents (Simular) for true hands-off automation

No-code tools help, but they still live in their own silos. An AI computer agent like Simular Pro can operate your actual desktop and browser, chaining thousands of steps reliably across Salesforce and Google Sheets.

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3.1 Let an agent build and refresh joined reports

With Simular Pro, you can:

1. Record or describe the workflow: log into Salesforce, open the Reports tab, clone a template joined report, adjust date filters to this quarter, and save.
2. Have the agent run the report, click export, and save the CSV to a specific folder.
3. In the same run, it can open Google Sheets in the browser, import or paste the data into the right tab, and trigger recalculations.

Pros:

• Mirrors what a human does; no need for APIs.
• Works even with complex UI flows, multiple logins, or 2FA.
• Every action is transparent and editable, so RevOps can review exactly what the agent clicks.

Cons:

• Initial setup requires you to think clearly about your ideal process.
• As your Salesforce UI changes, you may need to tweak the agent’s instructions.

Learn more about how Simular Pro automates long, multi-step workflows here: https://www.simular.ai/simular-pro

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3.2 Use AI agents for cross‑workflow orchestration

Beyond a single report, you can delegate an entire weekly revenue ritual:

1. Agent runs the Salesforce joined report.
2. Updates multiple Google Sheets dashboards (sales, CS, marketing) using different filtered views.
3. Generates a short summary in a Google Doc for leadership: top at‑risk hot accounts, biggest opportunities with open high‑priority cases.
4. Posts links in Slack or email.

Pros:

• Turns a 90‑minute, multi‑tab ritual into a background task.
• Creates a repeatable, auditable workflow that runs identically every week.

Cons:

• You must define clear exception rules (for example, what to do when a report returns no rows).

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3.3 Hybrid approach: humans design, agents execute

The sweet spot for business owners, agencies, sales, and marketers is a hybrid model:

• Humans decide which Salesforce objects and filters matter.
• They design the joined report once.
• Simular’s AI agent handles execution at scale: cloning for new regions, aligning time frames, syncing into Google Sheets, and notifying teams.

This is where you stop being the person who runs reports and become the person who designs revenue workflows.