Bulk Update Salesforce Records from Google Sheets (Insert, Update, Delete)

Data Loader is powerful, but firing up a desktop tool (and wrangling CSVs) is overkill for everyday cleanups. If the records you need to fix are already in a spreadsheet, you can push the changes straight back: Data Integrator for Salesforce turns Google Sheets into a lightweight, two-way data loader.

The workflow

1. Pull the records you want to change into a sheet — via an object pull or a SOQL query — including the Id column.
2. Edit in the spreadsheet: fix phone formats with a formula, fill missing industries, normalize country names — all the things Sheets is actually good at.
3. Upload with an upload template that maps sheet columns to Salesforce fields, then run the insert, update, or delete.

Insert, update, or delete

• Insert — rows without an Id become new records (think: a list of leads from an event)
• Update — rows with an Id update the matching records in bulk
• Delete — remove records listed in the sheet, e.g. after a dedupe pass

Tips for safe bulk updates

• Test against a sandbox connection first — the add-on supports both production and sandbox orgs
• Keep a pre-change snapshot: pull the records to a second tab (or use a Drive snapshot) before uploading
• Watch validation rules — rejected rows are reported so you can fix and retry only the failures

Bonus: IDs and files

Pasting IDs from reports and getting mismatches? The built-in admin tools convert 15-character Salesforce IDs to the 18-character form in bulk, and can move Salesforce Files and Attachments to and from Google Drive.

Full column-mapping details are in the upload help article.