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Invoicing Demo for Google Sheets

This sample was created for a talk for Google Cloud NEXT'18 entitled "Building on the Docs Editors: APIs and Apps Script". It is an implementation of a Google Sheets add-on that:

  • Authenticates with Salesforce via OAuth2, using the Apps Script OAuth2 library.
  • Runs SOQL queries against Salesforce and outputs the results into a new sheet
  • Creates invoices in Google Docs and a sample presentation in Google Slides using the imported data.

Demo gif

Getting started

  • Install clasp
  • Run clasp create <script name> to create a new script
  • Follow Salesforce's instructions to sign up as a developer and create an OAuth2 application
    • Set your callback URL to https://script.google.com/macros/d/{SCRIPT ID}/usercallback where {SCRIPT ID} is taken from the URL outputted by clasp create.
  • Update Constants.gs with your Salesforce client ID and client secret
  • Run clasp push to upload the contents of this folder to Apps Script
  • Run clasp open to open the project in the Apps Script IDE
  • Follow the Test as Add-on instructions to run the add-on in a spreadsheet
    • On your test spreadsheet's menu, visit Add-ons -> <script name> -> Login to Salesforce to sign in to Salesforce.