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Salesforce: Authentication and reauthentication guide

This guide will walk you through how to authenticate or reauthenticate Salesforce with Google Sheets, Data Studio, and Excel, as well as data warehouse destinations like Google Cloud Storage, BigQuery, and the Supermetrics API. 


Before you begin

To connect Supermetrics to Salesforce, you need:

  • Read access to objects and fields. Supermetrics currently supports the following objects and fields under them: accounts, campaigns, contacts, leads, opportunities, tasks.
  • As the platform's permissions are highly customizable and will vary from instance to instance, you must contact your Salesforce system administrator for help. See how to troubleshoot permissions issues with Salesforce.

Data protection agreement 

If you have any questions about how Supermetrics handles and secures your data, read our policy on data privacy and security.


Instructions


Google Sheets Data Studio  Excel Data integrations
Before you can authenticate the data source in Google Sheets, you need to install the Supermetrics add-on.
  1. Open a new Google Sheets file. 
  2. Click Add-ons → Supermetrics → Launch to open the sidebar.
  3. Under Data source, select the data source.
  4. Click Start.
  5. Enter your email address and password and click Log in. 
  6. Under Select accounts, select the accounts.

Reauthenticate 
Learn how to reauthenticate the data source with Supermetrics Google Sheets.

Next steps
Learn how to create your first Supermetrics query with Salesforce.


Troubleshooting

  • If you can’t authenticate Salesforce, follow these troubleshooting steps.
  • If you encounter an authentication error such as “authentication failed”, “you need to reauthenticate” or similar, see this guide
  • If you're missing an account from the drop-down list, follow these steps.
  • If you encounter a permission error such as “user permission denied” or similar, follow this guide.

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