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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Manual Salesforce exports create file proliferation problems where you accumulate dozens of timestamped reports that become difficult to manage. You need fresh data at regular intervals but without the storage and organization headaches of multiple files.
Here’s how to configure interval-based data pulls that update your existing Excel file rather than creating new downloads.
Set up interval-based data refresh using Coefficient
Coefficient provides precise interval control for Salesforce data pulls that update in place. Configure specific timing that matches your data freshness requirements while maintaining a single, authoritative Excel file.
How to make it work
Step 1. Import your Salesforce data into Excel.
Connect to any Salesforce report or object and import the data into your Excel workbook. This creates a stable data range that will update in place rather than generating new files with each refresh.
Step 2. Configure your refresh intervals.
Choose from flexible scheduling options: hourly intervals (1, 2, 4, or 8 hours), daily, or weekly based on your data freshness needs. Sales teams might use 4-hour intervals for pipeline updates, while executive reporting might use daily intervals.
Step 3. Enable background processing.
Interval pulls occur automatically without user interaction or file management. The system handles large datasets efficiently and includes built-in retry logic for reliable updates even during temporary connectivity issues.
Step 4. Handle multiple data sources.
Import several Salesforce reports or objects into the same workbook with synchronized refresh timing. Use the “Refresh All” capability to update multiple data sources simultaneously during scheduled intervals.
Step 5. Monitor refresh status and timing.
Track refresh success through integrated logging and enable manual override when you need immediate updates between scheduled intervals. Status tracking ensures reliable data pulls without manual verification.
Maintain current data without file chaos
Interval-based refresh transforms Excel from a static reporting tool into a dynamic dashboard that maintains current Salesforce data through automated updates. Configure your refresh intervals to eliminate file proliferation while ensuring data freshness.
