Keep Salesforce Data Live in Google Sheets — Without Manual Exports
Build and automate operational dashboards directly from Salesforce reports or natural language queries.
Connect Salesforce in minutes. Salesforce Hub is always free.
Inputs
- Salesforce connection (OAuth)
- Existing Salesforce reports (optional)
- Plain-English questions (optional)
Outputs
- Live Google Sheets dashboards
- Manual, hourly, or 15-minute refreshed data
- Shareable reporting views
Questions Everyone Asks
FoundryOps answers these with a single connection and zero SOQL knowledge required.
"How can I get Salesforce data into Google Sheets?"
"How do I keep Salesforce reports refreshed automatically?"
"Can I build Salesforce reports without learning SOQL?"
"How do I share live Salesforce dashboards with the company?"
How FoundryOps Solves It
Operational reporting that lives where teams already work.
FoundryOps imports existing Salesforce reports into Google Sheets with one click.
FoundryOps keeps Salesforce data refreshed on the cadence your tier allows: manual on Free, hourly on Pro, and every 15 minutes on Unleashed.
FoundryOps lets non-technical users build Salesforce reports using plain English or a visual builder.
FoundryOps generates SOQL behind the scenes and executes it safely against your org.
FoundryOps makes dashboards shareable using native Google Sheets permissions.
Three Ways to Build Reports
Choose the method that fits your comfort level.
Import Existing Report
Browse your Salesforce reports and import with one click. Same data, live in Sheets.
Visual Report Builder
Point-and-click interface. Select objects, fields, and filters without code.
AI Report Writer
Describe what you need in plain English. FoundryOps generates the SOQL.
How It Works
From connection to live dashboard in minutes.
1. Connect Salesforce
Authorize via OAuth. One click, secure connection.
2. Choose Your Method
Import existing report, build visually, or describe in plain English.
3. Preview Results
See the data before committing. Adjust fields and filters.
4. Set Refresh Schedule
Manual on Free, hourly on Pro, and 15-minute schedules on Unleashed.
5. Build Dashboard Tabs
Organize data into operational views your team can use.
6. Share with the Company
Google Sheets sharing means everyone has access.
Two Ways to Execute
Choose the execution path that fits your workflow.
Google Sheets Add-on
Point-and-click interface with AI-assisted report building.
- Import reports or build from scratch
- Visual builder + AI report writer
- Set schedules in the sidebar
Deal Desk
Policy-controlled close certification and deal support for teams that need receipted CRM operations.
- Close certification and approval routing
- Quote intelligence and deal forensics
- Every action receipted and rollback-capable
Automated Refresh Schedules
Free
Manual only
Pro
Hourly minimum
Unleashed
15-minute minimum
Frequently Asked Questions
Do I need to know SOQL to use this?
No. You can import existing Salesforce reports, use the visual report builder, or describe what you need in plain English. FoundryOps generates SOQL behind the scenes.
How often can reports refresh?
Free supports manual refreshes only. Pro supports up to 5 saved schedules with an hourly minimum. Unleashed supports up to 50 saved schedules with a 15-minute minimum.
Can I pull data from multiple Salesforce objects?
Yes. The visual builder supports cross-object queries with lookups. The AI report writer handles joins automatically.
Is my Salesforce data secure?
Yes. FoundryOps uses OAuth for authentication and never stores your Salesforce credentials. Data flows directly from Salesforce to your Google Sheet.
Can I write data back to Salesforce?
Yes, for supported workflows. The Data Import Wizard lets you push cleaned data back to Salesforce as new records or updates.
Key Capabilities Used
Salesforce reporting automation uses these FoundryOps features.
Salesforce Hub
OAuth connection, report browser, visual query builder. Always free.
AI Report Writer
Describe reports in plain English. SOQL generated automatically.
Report Automations
Scheduled refreshes keep data current. Set once, always fresh.
Ready to keep Salesforce data live in Sheets?
Install the Google Sheets add-on and connect Salesforce in minutes.
Salesforce Hub is always free. Scheduled automations start on Pro.