Sales leaders manually export Salesforce data weekly, wasting hours on reporting instead of coaching
Automatically sync Salesforce pipeline data to Google Sheets for real-time dashboards and executive reports
Follow these steps to implement this playbook in your organization.
Build SOQL query to pull open opportunities with key fields: amount, stage, close date, owner, created date. Filter for active pipeline only.
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SELECT Id, Name, Amount, StageName, CloseDate,
OwnerId, CreatedDate, Probability
FROM Opportunity
WHERE IsClosed = false
AND Amount > 0
ORDER BY CloseDate ASCWe design and build complete automation solutions. Strategic workflow design + technical implementation, unified.
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