How can I filter the revenue data by specific regions?

You can filter revenue data by regions by defining the regional criteria in Salesforce. DryMerge will then only aggregate data that matches those criteria.

Can I change the frequency of data aggregation?

Yes, you can modify the frequency of data aggregation. Whether you want daily, weekly, or monthly updates, simply specify your preference and DryMerge will adjust accordingly.

Who benefits from this automation?

This automation is beneficial for finance teams and business analysts who need to regularly review revenue performance for planning and forecasting.

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Google Sheets + Salesforce

Aggregate Quarterly Revenue from Salesforce to Google Sheets

Keep a close eye on your quarterly earnings by collecting revenue data from Salesforce and storing it in Google Sheets. This streamlined process aids in monitoring financial progress and making strategic business choices.

New Revenue Entry

Triggers when new revenue data is recorded in Salesforce.

Aggregate to Sheet

Aggregates the new revenue data into your quarterly Google Sheet.

See more Google Sheets to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

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Google Sheets + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Aggregate quarterly revenue from Salesforce to Google Sheets"

Aggregate quarterly revenue from Salesforce to Google Sheets

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Google Sheets + Salesforce.

Delete Sheet

Handles the deletion of Google Sheets' first tab

Read Sheet

Handles reading from Google Sheets' first tab

Create Tab

Creates a new tab in Google Sheets

Update Sheet

Handles updates to Google Sheets' first tab

Search Sheets

Searches Google Sheets

List Sheets

Lists all Google Sheets sorted by creation date

New Google Sheet

Triggers when a new Google Sheet is created

Added or Updated Google Sheet Row

Triggers when a row is added or updated in a Google Sheet

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

App details

Google Sheets

Google Sheets is a web-based spreadsheet application for creating, editing, and collaborating on spreadsheets. Read, write, and manipulate data for powerful data management and analysis.