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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.”
You can refresh Salesforce opportunity data in Excel without re-authenticating every time. Modern integration tools maintain persistent connections that handle token refresh automatically across Excel sessions.
Here’s how to keep your opportunity pipeline data current without authentication prompts disrupting your workflow.
Maintain persistent Salesforce connections in Excel using Coefficient
Coefficient provides persistent authentication that automatically manages token refresh without user intervention. Unlike manual VBA approaches that require storing and managing refresh tokens, Salesforce connections remain secure and active across Excel sessions and computer restarts. This includes MFA compatibility and sandbox/production environment switching without re-authentication hassles.
How to make it work
Step 1. Set up your initial Salesforce connection.
Connect to Salesforce through Coefficient’s guided authentication flow. This one-time setup handles MFA requirements and stores your connection securely outside of Excel files, eliminating the security risks of embedded credentials.
Step 2. Import your opportunity data.
Pull in opportunity stages, amounts, close dates, and other pipeline data using existing Salesforce reports or custom field selections. Coefficient automatically handles the initial data import with proper formatting for Excel analysis.
Step 3. Configure automatic refreshes.
Set up scheduled refreshes at hourly, daily, or weekly intervals to keep opportunity data current. Coefficient handles expired access tokens transparently, so your pipeline data updates reliably without authentication interruptions.
Step 4. Refresh manually when needed.
Use the on-sheet refresh button or sidebar controls to update opportunity data on-demand. The persistent connection means you can refresh immediately without waiting for authentication prompts, keeping your forecasting and reporting accurate.
Keep opportunity data current without authentication hassles
Skip the complexity of VBA token management and security risks of storing credentials in Excel. Coefficient’s persistent authentication keeps your Salesforce opportunity data flowing reliably for accurate pipeline analysis. Try Coefficient free and eliminate re-authentication delays.
