Many operators export Salesforce reports and data into Excel for more flexible analysis, reporting, and sharing.
In this guide, we’ll provide a step-by-step walkthrough on exporting reports, objects, and fields into Excel and introduce Coefficient’s two-way Salesforce connector for Excel if you’re interested in automating Salesforce data exports and imports for free.
So let’s start!
TLDR
Step 1:
In Excel, click File -> Add-ins.
Step 2:
Search & Install Coefficient from Excel Add-ins.
Step 3:
Once installed, you will see a “Coefficient” tab at the top navigation bar.
Step 4:
Click ‘Open Sidebar’ to launch Coefficient in Excel.
Step 5:
Click Import Data from the Coefficient sidebar, then select Salesforce as your data source.
Step 6:
Specify your import’s Object fields by clicking Select Fields.
Step 7:
Click Run to start exporting data directly from Salesforce to Excel.
Method 1: Coefficient, a free, no-code option to export Salesforce reports and data
To support a wider spectrum of Salesforce export options, like learning how to export opportunities from Salesforce to Excel or previously built reports in Salesforce, you’ll need an add-on to help you out.
Coefficient is one of Salesforce AppExchange’s top-rate connectors for Salesforce and spreadsheets.
Access Salesforce data: Open up the Coefficient extension in your spreadsheet, select ‘Import From’ -> Salesforce. You’ll be prompted to connect Salesforce.
Select your import type (Reports, Object/Fields, or SOQL): Choose the data or report you want to export to your spreadsheet within a simple WYSIWYG sidebar app.
Your import will automatically populate into a new tab in your spreadsheet. And, you’ll have the option to keep your import on a refresh schedule hourly, daily, or weekly. Here’s a quick walkthrough in Google Sheets; the process will be the same in Excel.
Method 2: Manually in Salesforce
Here’s how to export a report in Salesforce from inside the Salesforce user interface. This option requires more technical chops and familiarity with SOQL.
Install and Launch Data Loader
Access Salesforce’s built-in Data Loader tool. You can install it separately within the Salesforce ecosystem. Once installed, double-click on the Data Loader icon to launch the application.
Authenticate Your Account
Click on ‘Export’ on the pop-up window for the Data Loader.
It will automatically connect to your logged-in Salesforce account and prompt you to authenticate in several steps. Follow the directions for authentication using your Salesforce account.
Once done, relaunch the data loader tool. It will show ‘login successful’ this time.
Click on ‘Next’ to start the data export process.
Select Data Objects
The next step is to select which object you need the data from. The drop-down list will show several options, e.g., accounts, Leads, and Opportunities. Select the object that holds your data to export.
If you can not find the object category you need, Click on the ‘Show all Salesforce objects’ checkbox. A complete list will appear in the drop-down menu, including your custom abject categories or unnamed categories.
Choose Target Location
In the same window, at the bottom, Click on ‘Browse’ to select the target location for the extraction of your CSV file.
A new pop-up window will appear. Select the folder where you wish to store your exported file and click ‘Save.’
Once the window returns to export, click ‘Next’ to proceed with the final steps.
Edit Query or Condition
You can edit your SOQL query for extraction and add conditions to sort and filter out data before saving your CSV file. In the Query drop-down list, you can select a range of fields you want to keep in your export file.
You can choose selective fields manually or click ‘Select all fields.’
In the conditions section, you can create where clauses for your query. You can add fields, operations, and values to specify the data you want to export.
For example, to only get Leads from LA, you can fill in Fields: City, Operation: Equals, Value: LA. The resulting data will consist of only what qualifies for this condition.
If you don’t wish to add any conditions, simply leave the section blank or click ‘Clear all conditions.’
Save the File
Once you finish the last step, navigate and click on the ‘Finish’ button.
That’s all! The final window will show how many extractions went into your CSV file based on your criteria. You can also view your file by clicking on ‘View Extraction’ here.
Salesforce Data Export: Best Practices and Tips
Efficient Salesforce data export is not only about the process itself but also about ensuring data integrity, security, and usability.
Implementing best practices and tips in your data export strategy will provide a seamless, error-free experience.
Choose Appropriate File Formats
Before exporting data, ensure compatibility between Salesforce and Excel file formats. Choose file formats that preserve data integrity and formatting. Consider using CSV (Comma-Separated Values) for straightforward data transfer within the Salesforce interface for simple data backup.
Maintain Data Integrity
Verify the accuracy of your data during and after the export process. Ensure that data relationships, such as parent-child connections, are maintained. Regularly check for duplicate records and discrepancies to prevent data corruption.
Automate Data Updates
Leverage Coefficient’s automation capabilities to schedule regular data updates. By automating the export process, you reduce the risk of human error, ensure data is consistently up-to-date, and free up valuable time for more strategic tasks.
Implement Data Filters
When exporting specific datasets, utilize Salesforce’s filtering options. Narrow your export to relevant records by applying filters based on criteria such as date ranges, record types, or custom fields. This enhances data relevance and reduces the volume of exported data.
Backup Your Data
Before initiating any significant data export, back up your Salesforce data. This precautionary measure ensures that you have a secure copy of your data to fall back on even in the event of unexpected issues or errors during the export process.
Export Salesforce Data to Multiple Fronts with Coefficient!
By following this comprehensive guide on how to export Salesforce list to Excel, you can scale your business with the tools and knowledge necessary to harness the full potential of your data, lists, reports, and opportunities.
Take the first step by trying Coefficient for free toward streamlined imports and exports from Salesforce to Excel.
Struggling to view all your Salesforce data? Salesforce’s limit on displaying report rows can be a real pain, especially when you’re dealing with extensive datasets.
If you’ve ever found yourself wanting to analyze or edit more than 2,000 records from your Salesforce reports, you’re in the right place. This guide will walk you through the steps to export and manage large Salesforce data sets with ease, transforming what seems like a daunting task into a straightforward process.
Understanding Salesforce Export Limits
First off, it’s crucial to understand why you’re hitting this roadblock. Salesforce has a display limit that only allows up to 2,000 rows to be viewed directly from the platform’s report view.
This limitation ensures platform performance and stability but can be a hurdle when you need to work with large data sets.
Prepping Your Salesforce Report for Export
Before you dive into exporting, you need to prepare your report. Ensure your report is configured to display all the data you need, keeping in mind the types of data you’ll be analyzing or editing once exported.
Step-by-Step Guide to Exporting Your Report
Navigating the Export Process
Once your report is ready, locate the ‘Export’ button. This option is typically found near the ‘Edit’ button within your report view.
Salesforce provides a straightforward way to export your data, ensuring you can access your entire dataset without being capped by the viewing limit.
Choosing Your Export Format
When prompted, select Excel as your export format. This choice is popular among Salesforce users due to Excel’s flexibility and powerful data manipulation features.
Click ‘Export’ to initiate the download of your report file.
Handling Your Large Salesforce Export in Excel
Upon downloading your report, open the file in Excel. Here, you’ll notice all your records are present, surpassing the 2,000 record viewing limit enforced by Salesforce.
Scrolling down to the bottom, you can see the total count matches the expected number of records, confirming that you now have access to your full dataset.
Tips for Managing and Analyzing Large Data Sets in Excel
Utilize filtering and conditional formatting to navigate through your data efficiently.
Use pivot tables to summarize and analyze specific data segments.
Consider breaking down large datasets into manageable chunks by splitting your data into multiple sheets if necessary.
Using Coefficient to Simplify Data Management
While exporting and managing your data in Excel is a solid solution, consider elevating your Salesforce data management experience with Coefficient.
As a highly acclaimed 5-star rated tool on AppExchange, Coefficient offers seamless integration with both Google Sheets and Excel, allowing you to effortlessly import, analyze, and report your Salesforce data.
With features like real-time data refreshes, automatic data import, and direct updates from spreadsheets, Coefficient streamlines complex processes into user-friendly operations, empowering your team to stay ahead with timely insights.
Conclusion
Exporting large Salesforce reports and managing them in Excel might seem daunting, but it’s an achievable task with the right steps. By following this guide, you can bypass Salesforce’s display limitations, gaining full access to your valuable data.
For an even more streamlined experience, consider exploring Coefficient’s powerful integration solutions, designed to revolutionize your Salesforce strategy and elevate your data management processes.
Importing leads into Salesforce. The digital equivalent of doing taxes.
Nobody enjoys it. It’s unnecessarily complicated, and one small error can create big problems down the line. And yet, it’s a critical process that determines whether sales teams thrive or struggle.
Step-by-Step Guide to Upload Leads in Salesforce
Salesforce’s data import wizard seems simple enough to use on paper:
Step 1: On the Leads home page, navigate to Setup → Data Import Wizard → Launch Wizard
Step 2: Select Leads → Add New Records
Step 3: Upload your CSV file and map the fields
Step 4: Review your mappings and click Start Import
Step 5: Wait for completion and check for errors. You can check the details data load job in setup page.
Step 6:Refresh the Leads home page to see your newly imported leads.
Bonus Tip – Avoid problems with frequent manual uploads
Type of data in your lead lists typically comes from various sources—marketing automation tools and third-party enrichment providers—forcing you to spend valuable time unifying, cleaning, and formatting data in your spreadsheet.
Even after careful preparation, import processes often fail, creating a frustrating cycle of corrections and re-imports. It’s exhausting and drains productivity.
It doesn’t have to be this way.
Imagine effortlessly pulling, cleaning, and enriching leads directly in your spreadsheet, then seamlessly importing them into Salesforce without the headaches.
Curious how?
Alternate & Automated Method to import leads into Salesforce
RevOps teams spend countless hours cleaning spreadsheets, fixing field mappings, duplicate records, creating custom objects and dealing with re-import errors. Every minute lost is time not spent driving revenue growth.
What if you can create an two-way automated sync between your spreadsheets, Salesforce, and other systems?
Coefficient helps you achieve just that.
Step 1: Install Coefficient on Google Sheets or Excel
Step 2: Connect your Salesforce Account to your spreadsheet via Coefficient.
Step 3: Map fields between Salesforce and Spreadsheet Columns.
Step 4: Setup Automation to automatically upload leads to Salesforce on a time interval of your choice.
The results:
Faster sales cycles and higher conversion rates
Dramatically improved hygiene in data management
More accurate forecasts and confident decision-making
Here’s how this changes the game and makes lead management a breeze:
Reduce your CSV dependence when importing leads
The Painpoint – RevOps teams waste hours wrestling CSV files, cleaning fields, setting up permissions and fixing mismatched mappings. The Fix – Coefficient eliminates this busywork by:
Importing directly from spreadsheets to Salesforce: Create a two-way sync between your spreadsheet and Salesforce—no more CSV exports or manual uploads.
Standardizing data automatically: Apply transformations (like field renaming, merging duplicates) directly in your spreadsheet that persist with every refresh.
Empowering your entire team: Share connections across your org so everyone can pull and refresh data without requesting CSV files.
Create Single Source of Truth for all your lead data
The Painpoint – When leads come from multiple platforms like marketing automation tools, event registration software, and CRMs, data quickly becomes unreliable, and sales teams can’t trust what they see in their Salesforce fields.
The Fix – Coefficient fixes this by:
Eliminating data silos: Pull data from Salesforce, HubSpot, and other platforms into a single spreadsheet with just a few clicks.
Preventing field misalignment: Map fields with an intuitive wizard and save templates for recurring imports.
Testing data safely: Experiment with data configurations and mappings in your spreadsheet before writing back to Salesforce, eliminating risky trial-and-error in your production environment
Get new leads to sales teams instantly
The Painpoint – Delays between lead capture and first sales contact kill conversions.
The Fix – Coefficient reduces that lag by:
Automating lead imports on a flexible schedule — Schedule data updates hourly, daily, or weekly, ensuring sales always has the freshest leads without manual intervention
Triggering Salesforce workflows promptly — Get new leads into Salesforce faster, activating assignment rules that route prospects to the right reps when interest is highest
Alerting teams to new opportunities — Set up automatic Sack and email notifications when specific conditions are met, enabling immediate follow-up on qualified leads
Case Study – How Miro scaled lead management during 10X growth
Miro’s RevOps team was drowning. As the company surged from 200 to 2,000 employees, their manual reporting couldn’t keep up. Two people. Endless requests. Limited visibility into their sales funnel.
Alex Bugajski, Head of Go-to-Market Strategy, found a lifeline in Google Sheets. Not just any spreadsheet—one supercharged with Coefficient. Alex built three solutions that transformed their operations:
Real-Time SLA Tracking: Miro built a daily metrics dashboard that shows how leads move through the funnel, allowing SDRs to monitor conversion rates and make immediate adjustments without waiting for weekly reports.
Automated Account Routing: Their team replaced manual territory assignments with a self-sustaining system that requires just quarterly updates, saving hours of work while ensuring leads reach the right AEs, CSMs, and SEs without delay.
Multi-Source Forecasting: By combining Salesforce data with product usage signals, Miro created more accurate forecasting that helps sales leaders prioritize opportunities with the highest likelihood to close.
“Not only could I design and optimize solutions, but I also could manage analytics, data modeling, hygiene reporting, and error checks with more scalability than ever before in Salesforce,” says Alex.
Read the entire story to see how Miro’s RevOps team unlocked real-time data empowerment with Coefficient.
Bulk Transfer Leads in Salesforce
Coefficient connects spreadsheets directly to Salesforce, eliminating tedious manual imports. For RevOps teams, this makes lead management faster and more reliable.
It’s quick to set up, free to get started, and lets you bulk update records in seconds. Here’s how it works:
Step 1: Connect your spreadsheet to Salesforce and your other business systems using Coefficient (install from Extensions Menu in Google Sheets or Excel)
Step 2: Unify, clean, and format your data directly in your spreadsheet – perfect for working with leads, contacts, opportunities, or any object
Step 3: Export your changes back to Salesforce in bulk with just a few clicks – select your target object, map your fields, and click Export
Optional: Set up auto-refresh to keep your data current without manual updates
That’s it! Your changes appear in Salesforce instantly, saving hours of manual work.
Ready to see how Coefficient can transform your lead management—just like it did for Miro and countless other teams? Try Coefficient for yourself today!
Yes, Salesforce allows you to import leads through several methods. The standard approach uses Salesforce Data Import Wizard, where you upload a CSV file with your lead data.
For larger datasets, you can use Data Loader. Both methods require preparing your data in the correct format and mapping fields.
Coefficient provides a more flexible solution that connects your spreadsheets directly to Salesforce, allowing you to prepare lead data in a familiar environment and import it manually or on a schedule.
How do I mass transfer leads in Salesforce?
Go to the quick find box and type “mass transfer”
Select the type of record (leads) from the list of objects
Enter the name of the existing record owner in the “transfer from” field
Choose the new owner for the leads
Select which leads to transfer based on criteria
While this process works for ownership changes, managing lead data more broadly can be challenging.
Coefficient lets you analyze lead assignments in a spreadsheet and push updates back to Salesforce, giving you more control over your lead management process.
How to add bulk leads in Salesforce?
Click the Leads tab in Salesforce
In the View drop-down, select the desired view of leads and click Go
Choose the list of leads you want to work with
Click “Add to Sales Campaign” to add the selected leads
This approach works for adding existing leads to campaigns, but creating new leads in bulk requires different steps.
Coefficient simplifies the process by letting you prepare bulk data in spreadsheets (where data cleaning is easier) and then import it directly to Salesforce, with options for scheduling regular imports.
How to import leads from Sales Navigator to Salesforce?
From Sales Navigator Admin Home, select Admin Settings
Click Change in the CRM Settings section
Scroll to “Allow lead creation from Sales Navigator” and set the toggle to Yes
Select a Lead Source value to associate with leads created from Sales Navigator
While this integration is helpful, it still requires manual work in Sales Navigator.
Coefficient offers complementary value by allowing you to combine LinkedIn data with other sources in spreadsheets, enrich it with additional information, and then import the complete lead records to Salesforce, creating more valuable prospect profiles.
When you’re done reading this guide, you’ll have actionable tips to streamline your data export and import processes so you don’t spend countless hours inputting and updating data.
Top 3 methods to export and import Salesforce data
There are several ways to export and import data into your Salesforce account, including using built-in tools and third-party data connectors for Salesforce.However, in this guide, we’ll focus on the three common ways to export and import your Salesforce data.
Native Salesforce Data Management – Import Wizard & Data Export Service
Coefficient – Top-rated data automation solution for Salesforce imports and exports
Dataloader.io – Third-party data loading app
TLDR
Step 1:
Get Started by installing Coefficient Add-on for Google Sheets or Excel
Step 2:
Launch Coefficient from Extensions Menu.
Step 3:
Click Import Data from the Coefficient sidebar, then select Salesforce as your data source.
Step 4:
Select the Salesforce account you want to connect and click Connect.
Step 5:
Specify your import’s Object fields by clicking Select Fields
Step 6:
Click on Import to start pull data from Salesforce into your spreadsheet.
Step 7:
Set an auto-refresh schedule hourly, daily, or weekly. This automates updating your Salesforce data on Google Sheets or Excel when your source data changes.
Video Walkthrough: How Export Data from Google Sheets to Salesforce
Method 1: Salesforce native data management functionality
To import using Salesforce data import wizard, follow these steps.
Step 1: Prepare your file for import
In our example, we’ll show you how to import leads into Salesforce.
To prepare your file for import, be sure to:
Clean your import file for consistency and accuracy, such as deleting unnecessary details, enforcing name conventions, updating the info, removing duplicates, and correcting any spelling errors.
Change any configurations necessary to ensure successful Salesforce import. For instance, you may need to add new values to your picklists, make new custom fields, or temporarily deactivate some workflow rules.
Compare your import file’s data fields with the Salesforce fields you’re importing into to verify and ensure your data gets mapped into the right fields.
After preparing your import data, save it as a CSV file.
Step 2: Launch the Salesforce Data Import Wizard
Click the Setup icon on the Salesforce interface, type in “Data Import Wizard” in the Quick Find search box, and select Data Import Wizard.
Use Salesforce’s search box to find the Data Import Wizard integration.
Review the Salesforce field names in your import file to ensure they match the standard Salesforce field names by clicking the View a list of Salesforce data fields link.
Follow the data import reminders before you begin importing.
Click Launch Wizard! and choose the data to import. Under Standard Objects, click Leads. Other options under this tab include, Solutions, Accounts, Contacts, and Campaign Members.
Specify if you want to update your existing Salesforce records, add new records, or perform both simultaneously.
These are the fields you need to set up for data imports.
Select matching and other required criteria and upload the file where your data is located.
Drag and drop your CSV lead import file in the space provided or choose from the data source options, specify the character encoding method, and select your file.
Uploading your CSV file to Salesforce is easy.
Click Next when you’re done.
Step 3: Map your import file data fields to Salesforce data fields
The data import wizard will automatically map as many data fields to Salesforce standard data fields as possible. If it can’t, you’ll need to do it manually since unmapped fields won’t be imported to Salesforce.
Salesforce will mark your unmapped fields. Click Map under the Edit column to change and map the fields to an existing Salesforce field.
The edit mapping interface is intuitive and easy to set up.
In our example, you’ll need to change the unmapped field by selecting Map and choosing the First Name in the Salesforce standard list fields.
Change your unmapped field.
You can also change the automatic mappings performed by Salesforce by clicking Change under the Edit column beside the field you want to modify.
After reviewing your import information, you can go back to the previous steps to change unmapped data and ensure all the information is correct. Click Start Import.
B. Export Salesforce Data using in-built Data Export
Follow the steps below to export data from Salesforce via the data export service.
Step 1: Navigate to the Data Export option on Salesforce
On the Salesforce interface, navigate to Setup and enter Data Export in the search box.
Find Data Export by using the search box.
Choose Export Now, which prepares your data for export immediately, or select Schedule Export, which lets you schedule your file exporting to weekly or monthly intervals.
Step 2: Choose the types of information to export
Choose your preferred encoding for your export file.
Click the box beside Replace carriage returns with spaces,so your export files have spaces instead of line breaks or returns. This is useful for importing and for other integrations.
Set up details on the data export setup page.
Select the types of info you want to include in your export. If you’re not familiar with Apex API names, choose Include all data and click Start Export.
Select which type of information to include in your export.
Step 3: Schedule your export
Configure your export schedule by setting the frequency, start and end dates, and the time.
Choose the frequency and preferred start time of your data export.
Click Save when you’re done (or Start Export if you’re not scheduling, but instead exporting your Salesforce files immediately).
You’ll receive an email from Salesforce when your zip archive of CSV files is ready. Large exports are usually broken into multiple files, and you can download the zip files from the link within the email.
Want to learn how to export leads from Salesforce quickly? Open your report, click the dropdown arrow beside the Edit button, and select Export.
Export leads from Salesforce easily.
Choose your export view, click Export, and you’ll instantly get a downloaded CSV or .xlsx spreadsheet file.
Salesforce presents two export view options.
Pros
The Salesforce data import wizard and export data service are native Salesforce tools. This means you won’t need to install third-party apps for your Salesforce data export and import.
Cons
Both methods are tedious and time-consuming since you’ll need to set up your data import and export manually. What’s more, whenever you want to update the data on your Spreadsheets, you’d have to repeat the import/export process every time.
You might also need to map some of your data if Salesforce fails to do it automatically, which can be cumbersome and labor-intensive.
Your exported files in zip format will only be available for 48 hours upon exporting and will be deleted afterwards.
You can only import up to 60,000 records at a time. Also, all the objects for importing must be supported by the Wizard. The process is not fully automated since you’ll need to set your data importing manually.
Method 2. Coefficient
Out of the three methods presented, Coefficient is the best option to export and import Salesforce data from Google Sheets and Excel, especially for businesses dealing with massive data volumes with a simple six step process that’d take 2-3 minutes. Companies like Klaviyo reclaimed two months worth of manual operations work using Coefficient.
Coefficient’s solution makes building your dashboards and reports effortless and analyzing data a breeze since it gets updated in real time, let alone automatically. In fact, you can give a Google Sheets Salesforce dashboard template a try in just a few clicks.
For instance, if you want to export Salesforce data and import it into Google Sheets, simply open a new Google Sheets file and launch the Coefficient Data Connector Add-on.
Note: You can follow the same steps in Excel as well after installing the Coefficient for Salesforce Excel Add-in. Click Import Data, select Salesforce as your data source, and choose whether to import from reports, objects or specific fields, or a custom SOQL query.
Coefficient lets you choose from several data sources.
After authorizing the connection, your data instantly exports from Salesforce to your Google Sheets file. You can add and remove data fields as you go along, so you only work with the data you need without repeating the exporting process.
Coefficient also auto-refreshes your exported data on Google Sheets, so you never have to build the same analysis or keep exporting your file every time your Salesforce data changes or gets updated.
Schedule your data imports in Coefficient easily.
Schedule live data refreshes hourly, daily, or weekly by setting the frequency, day, and time in the Scheduled Run option. This ensures your data is always accurate and up-to-date.
Coefficient’s powerful features make your Salesforce data exporting (and importing) quick, easy, automated, and completely effortless, bolstering your data workflows and analysis.
Pros
Coefficient is uber-easy to set up and install and you can get it up and running in seconds.
It’s a powerful tool that requires little to no effort when exporting and importing your Salesforce data.
Build once and refresh forever with auto-refresh schedules to ensure you always work with the latest and most accurate data.
You can use AI to build custom SOQL queries.
Coefficient supports multiple data source integrations to your spreadsheet like Hubspot, Stripe, Quickbooks for advanced data analysis.
No object data mapping and manual query building required since Coefficient works instantly and on the fly as soon as you set up your data source connections.
Upserts and writebacks are native to the Coefficient app
Cons
Coefficient has a free plan which is limited, but it offers affordable pricing plans.
Method 3. Dataloader.io
Dataloader.io is a third-party data loader app for Salesforce that lets you import and export your data in bulk.
It allows you to update, insert, export, import, upsert, and delete your Salesforce records for standard and custom objects with ease.
In our example on importing Salesforce contacts, we’ll use the Upsert operation. That means we’ll create a new record or update an existing one. We’ll also enable email notifications so reports are automatically sent when the import is complete.
We’ll also show how you can schedule daily imports, so your CSV file gets imported to your Salesforce account automatically.
Step 1: Select your Salesforce connection, operation, and object type
After installing and logging into Dataloader.io, select New Task, then Import.
In this example, we’ll use the default connection. Select Upsert, then search for the object type you want to import (in this case, Contacts), and click Next.
Use Dataloader.io to import data in bulk. Image source: dataloader.io.
Step 2: Choose a CSV file
Dataloader.io offers direct connectivity to File Transfer Protocol (FTP), Secure FTP, Dropbox, and Box. Select where your CSV file is stored for uploading.
Select your file source. Image source: dataloader.io.
You can also configure a third system, such as Database or another Salesforce instance (the server your Salesforce organization lives on), to upload the CSV file in the same location automatically.
This allows Dataloader.io to automatically import your up-to-date data from their data sources directly into Salesforce.
Step 3: Define the mapping
Dataloader.io automatically inputs your data into the matching Salesforce fields: First name, Last name, Email, and Phone.
Modify Email to map to a Contact ID and configure a Lookup via email to set the email address as a unique identifier.
Select the check box on the left side of Insert as new if no match is found and click Next.
Set up your contact ID. Image source: dataloader.io.
Step 4:Schedule importing task
Set a schedule in the Summary page so Dataloader.io automatically performs the import task into Salesforce with your defined mapping configurations daily (or hourly, weekly, monthly).
Schedule your data imports. Image source: dataloader.io.
Select bulk API for faster importing and enable the Send me the results via email option to get automatic email reports every time the task runs. You can also configure the advanced settings based on your preferences.
Click Save and Run once you’re done. Your new records should be uploaded instantly to Salesforce and existing records should be updated.
The general steps to export data from Salesforce using Dataloader.io include creating an export task, selecting your connection and object, building your custom query, then saving and running your task.
The tricky part is the custom query building aspect of the process since you need to understand SOQL well to review and ensure you’re asking your query properly.
The Dataloader.io data exporting feature also lets you use its SOQL Query editor to write your custom queries.
Pros
The app’s interface is easy to navigate and understand.
It automatically translates the query into SOQL as you select your preferred object fields to build your query.
Cons
While Dataloader.io offers essential automation features for exporting and importing, setting these up can still take up your time.
You need to build your query when exporting, which can be complicated and confusing if you don’t know a lot about object fields and types and what they are specifically, including SOQL.
You can access basic Salesforce data importing and exporting features with Dataloader.io’s free version. However, you need the paid plans to get a bigger file size limit and schedule more than one task and email notifications (among others).
How to bulk update records in Salesforce?
Salesforce offers a Writeback Object node feature to update, create, or upsert your Salesforce org records with transformed data.
Set up your Writeback Object node. Image source: Salesforce.com.
Salesforce lets you create a maximum of five Writeback Object nodes within a Data Processing Engine definition. This allows you to write back your transformed data to custom or standard objects, updating them in bulk. There are a few tools out there that can help with writing back to Salesforce, however, Coefficient takes the cake with its writeback feature for Salesforce.
Update your Salesforce data in bulk through Google Sheets using Coefficient.
Open your Spreadsheet file, and from the Coefficient window, select Push to Salesforce, select your preferred action, and you can update bulk Salesforce from Google Sheets quickly and easily.
This is a huge time- and energy-saver since it only takes a few clicks (and seconds) to do bulk Salesforce record updating.
Conclusion
We hope you feel enabled to choose the best-suited Salesforce export and import option to leverage the right tools for your organization that automate and streamline data handling, sharing, and analysis.
The more efficiently you can move and sync your data, the better its quality. This can help revolutionize your company’s Salesforce adoption, boosting your ability to generate accurate dashboards and reports.
Ultimately, seamless Salesforce data importing and exporting amplifies your data flow, allowing you to derive insights effectively and efficiently.
The pursuit of revenue growth is more relentless than ever.
Leading this charge is Revenue Operations (RevOps), which unites sales, marketing, and customer success to maximize revenue across the entire customer journey.
At the heart of it is Salesforce, a leading CRM solution trusted by businesses worldwide.
But Salesforce is not just a standalone tool; it’s a robust ecosystem. It becomes more potent when integrated into other cutting-edge apps, APIs, and services. In fact, recent studies show CRM integrations can boost revenue up to 20%.
In this comprehensive guide, you will discover the top Salesforce integrations that revenue teams can leverage in 2024 and beyond.
Let’s get started!
What is Salesforce?
Salesforce is a dynamic cloud-based Customer Relationship Management (CRM) platform. It’s not just a software solution. As a business, Salesforce becomes a strategic partner that empowers you to build and nurture customer relationships, drive sales, and grow revenue.
Salesforce’s strength is not only about its features. The real thing is its ability to integrate with a vast ecosystem of third-party applications and services.
These integrations extend Salesforce’s functionality, making it a central hub for all customer-related activities.
Benefits of Using Top Salesforce Integrations
In RevOps, staying ahead of the competition needs a vision and the ability to execute strategies efficiently.
Salesforce integrations are the backbone of this execution. You can add these APIs and third-party apps independently or by integrations of unified platforms like Zapier.
This eventually leads to offering many benefits that can make a significant impact on your organization’s revenue growth, such as:
1. Streamlined Workflows and Processes
It’s easier to streamline workflows and automate long and repetitive tasks. Integrations also help to reduce manual errors in storing customer data and allow teams to focus on high-value activities.
And a 92% reduction in error, allowing teams to do more in less time with data integration and sales processes.
2. Enhanced Data and Insights
You can get information from several sources through app integration in the Salesforce CRM, creating a clear view of your customers and prospects.
This enriched data provides RevOps teams with invaluable insights to make informed decisions.
Also, data-driven businesses see a 19% increase in lead conversion rates after using advanced analytics, which results from consistently qualified new leads!
3. Expanded Functionality
Integration tools expand the functionality of your CRM.
You get to add features for inbound and outbound marketing automation, e-signatures, and external systems for analytics. These are not native to Salesforce but are much needed for your business.
Statistics from MarketSplash show that 67% of companies invest in CRM software and integration solutions to improve sales and marketing efforts. With more functionalities, they increase their revenue by an average of 41%.
4. Easy Scalability
As your business grows, Salesforce platform integrations make it easier to scale your operations with their constant updates and features, too. You can add new tools and functionalities without overhauling your CRM setup.
In a nutshell, competitive edge matters. This means leveraging integrations for your Salesforce account is not only helpful — it’s crucial for revenue growth.
So let’s find out the top 10 types of integrations offered on the Salesforce Appexchange.
Pardot bridges the gap between marketing and sales. It enables marketing teams to capture, nurture, and qualify leads. Real-time lead scoring and behavior tracking will ensure your sales teams get quality leads and high conversion rates.
Key Features:
Lead Scoring: Rank leads based on their engagement and behavior, ensuring sales teams focus on the most promising prospects.
Drip Campaigns: Automate personalized email marketing campaigns. Nurture leads throughout the sales funnel.
Analytics and Reporting: Gain insights into campaign performance and ROI. There is more room for data-driven marketing strategies.
Recent Updates:
Pardot now offers improved AI-driven analytics. This enables more accurate lead scoring and personalized content recommendations.
Pricing:
Pricing varies based on the number of users and features required. It starts at $1,250 per month.
Bonus Tip:
Use dynamic content in Pardot. It will deliver personalized messages to leads, increasing engagement and conversion rates.
Coefficient is a game-changing, free Google Sheets and Excel add-on designed to make it easier for RevOps to collect and analyze the data they need to drive revenue. It seamlessly connects Salesforce data to their spreadsheets, where it can be combined with other data for more complete analysis.
Coefficient is designed to make reporting and analysis easier, offering free dashboard templates alongside robust spreadsheet automation and collaboration features.
Key Features:
Real-time Data Sync: Ensure your Salesforce data in Google Sheets is always up-to-date.
Automated Alerts: Configure alerts for data modifications and when thresholds are crossed. Route these notifications to Gmail or Slack as needed.
Data Writebacks: Change data in Google Sheets and write it back to Salesforce automatically.
Recent Updates:
Prefer Microsoft Excel over Google Sheets? The Coefficient has you covered!
Coefficient’s monthly pricing starts at $49 per user, with a free trial available.
Bonus Tip:
Leverage Coefficient’s data writeback feature to quickly update Salesforce records directly from Google Sheets. It saves time and reduces data entry errors.
DocuSign integration simplifies contract workflows. You can send, track, and sign contracts directly within Salesforce. This eliminates the need for paper-based processes. It also accelerates deal closures and enhances the customer experience.
Key Features:
Electronic Signature: Speed up deal closures by collecting legally binding e-signatures.
Agreement Templates: Create reusable templates for standard contracts. Save time and ensure consistency.
WorkflowAutomation: Automate contract approval processes and notifications.
Recent Updates:
DocuSign’s recent updates include improved mobile capabilities for signing contracts on the go and more compliance features.
Pricing:
Pricing varies based on the number of envelopes (documents) sent monthly, with plans starting at $10.
Bonus Tip:
Use DocuSign’s integration with Salesforce CPQ (Configure, Price, Quote). It streamlines the generation of sales quotes and contract management, too!
Gong records and analyzes sales calls, providing valuable insights. It helps RevOps teams understand what’s working in their sales and what needs improvement. This integration enhances sales coaching, leading to better outcomes.
Key Features:
Call Recording: Record sales calls and meetings for review and analysis.
Conversation Analytics: Gain insights into sales call effectiveness. Find areas for improvement.
Sales Coaching: Use AI-driven insights to coach sales reps and improve their performance.
Recent Updates:
Gong’s latest updates include enhanced transcription accuracy and integration with video conferencing platforms. Also, a more friendly user interface is needed.
Pricing:
Pricing is available upon request.
Bonus Tip:
Use Gong’s AI-driven insights to identify successful sales call patterns. Coach your sales team accordingly, leading to improved conversion rates.
Outreach is a powerful sales engagement platform. It allows scale automation of outreach sequences, email tracking, and personalized communication. It empowers your sales team to engage with prospects more effectively.
Key Features:
Sequencing and Automation: Create automated email and call sequences to engage prospects at the right time.
Email Tracking: Track email engagement and receive alerts when prospects open or click on emails.
Personalization: Customize outreach efforts to resonate with individual prospects.
Recent Updates:
Outreach continuously updates the platform to enhance user experience and add new features. There are too many to track!
Pricing:
Pricing varies based on the number of users and features required, with plans typically starting at $100 per user per month.
Bonus Tip:
Salesforce users can leverage the power of sequences to automate follow-ups and nurture leads. It increases your chances of conversion.
ZoomInfo is an integration that enriches contact and company profiles in Salesforce with up-to-date data. This integration ensures your database is always accurate. It also helps you target suitable leads and make data-driven decisions.
Key Features:
Contact and Company Data Enrichment: Update and complete contact and company records.
Real-time Data Sync: Keep your Salesforce database current with the latest information.
Targeted Lead Generation: Identify and target ideal prospects with precision.
Recent Updates:
ZoomInfo has expanded its database coverage. Now, it provides access to an even more comprehensive range of contacts and companies.
Pricing:
Pricing varies based on the number of users and data credits required.
Bonus Tip:
Use data enrichment to maintain a highly accurate database. This allows your sales and marketing teams to target suitable leads at the correct times.
Tableau brings real-time analytics and reporting capabilities to Salesforce. You can create interactive dashboards and reports in other systems and integrate them into your Salesforce account.
It will enable your RevOps team to visualize data and gain actionable insights.
Key Features:
Data Visualization: Transform complex data into visual insights that are easy to understand.
Real-time Analytics: Access up-to-the-minute data for timely decision-making.
Customizable Dashboards: Build customized dashboards tailored to your specific KPIs.
Flexible Data Transfer: Spreadsheet lovers can export Tableau to Excel with Coefficient for more streamlined analytics and reporting.
Recent Updates:
Tableau regularly releases updates to enhance its data visualization capabilities and performance.
Pricing:
Tableau offers a variety of pricing options, including individual and enterprise plans.
Bonus Tip:
Create interactive dashboards that provide a holistic view of your RevOps performance. It will lead to quick and data-driven decision-making.
Slack is the most popular and seamless connector of the Salesforce user interface for team communication and collaboration.
It connects your sales, marketing, and support teams. This allows them to share real-time information, updates, and insights.
Key Features:
Real-time Messaging: Enable instant communication and updates within Salesforce records.
Channel Integration: Connect Salesforce data to specific Slack channels for focused collaboration.
Notifications: Receive important Salesforce updates within Slack.
Recent Updates:
Slack is improving its integration capabilities to provide a more smooth collaboration experience.
Pricing:
Slack offers various pricing tiers, including a free plan with limited features.
Bonus Tip:
Leverage different slack channels and connecting workspaces to other organizations. It will help develop shared environments with outside groups, clients, or teams.
Conga Composer simplifies document generation from Salesforce data. It automates the creation of contracts, proposals, and other documents. This reduces manual work and ensures accuracy.
Key Features:
Template Creation: Design templates for various document types, ensuring brand consistency.
Dynamic Document Generation: Populate documents with Salesforce data.
WorkflowAutomation: Create document generation workflows to streamline business processes.
Recent Updates:
Now offers improved template management and advanced document automation features.
Pricing:
Pricing varies based on the number of users and features required, with plans typically starting at $15 per user per month.
Bonus Tip:
Use Conga to create personalized proposals and contracts. Make sure they reflect the specific needs and preferences of your prospects. This increases the likelihood of closing deals.
Zuora is crucial for businesses with subscription-based models. It manages recurring customer subscriptions and automates billing, invoicing, and revenue recognition processes within Salesforce.
Key Features:
Subscription Billing: Automate subscription billing and invoicing processes.
Revenue Recognition: Ensure compliance with revenue recognition standards.
Subscription Metrics: Gain insights into subscription performance and growth.
Recent Updates:
Zuora has enhanced its platform to meet evolving subscription management needs.
Pricing:
Pricing varies based on the number of subscriptions and features required.
Bonus Tip:
Use Zuora’s subscription metrics to analyze customer behavior and identify opportunities. This can assist in upselling or cross-selling add-on services.
Level-Up Salesforce with These Integrations
These top Salesforce integrations represent a goldmine of potential for RevOps teams in 2023. They will help your organization streamline operations, gather valuable insights, expand functionality, and scale quickly.
Ready to Revolutionize Your Salesforce Data Analysis?
Managing large volumes of data in Salesforce can be challenging. Data loaders for Salesforce simplify this process, improving efficiency and data accuracy. Here’s a look at the top Salesforce data loaders for 2024.
Feature Comparison Table of Top Data Loaders for Salesforce
Feature
Coefficient
Salesforce Data Import Wizard
Dataloader.io
XL-Connector
Salesforce Google Data Connector
Row Limits / Export Limits
Unlimited
50,000 records
100,000 records (Free), Unlimited (Paid)
Unlimited
2,000 rows
Data Sources
50+
Salesforce
Salesforce
Salesforce
Salesforce
Builder License Cost
$49/user/month
Free
$99/month
$20/user/month
Free
Viewer License Cost
Free
N/A
N/A
N/A
Free
AI Functionality
Yes
No
No
No
No
Refresh frequency
Real-time
Manual
Scheduled
Manual
Real-time
Alerts
Yes
No
No
No
No
Security
SOC 2 Type II
Salesforce native
SOC 2 Type II
Salesforce native
Google & Salesforce native
1. Coefficient: The Ultimate Salesforce Data Loader
Coefficient stands out as a powerful data loader for Salesforce, offering seamless integration with Google Sheets and Excel. Its real-time data syncing and advanced automation features make it an indispensable tool for Salesforce users looking to improve their data management processes.
Highlights of Coefficient
Real-time Salesforce data sync with spreadsheets
AI-powered data cleaning and transformation
Advanced automation for report distribution and alerts
Pros
Intuitive Interface: Coefficient’s user-friendly design makes it accessible for both technical and non-technical users.
Powerful Automation: Set up automatic data refreshes and alerts to keep your team informed and data up-to-date.
Seamless Integration: Works flawlessly with Google Sheets and Excel, enhancing your existing workflow.
Cons
Learning Curve: While user-friendly, mastering all features may take some time for new users.
Pricing: Premium features may be costly for smaller organizations.
Pricing
As of April 2024, Coefficient offers a free plan with limited features. Paid plans start at $29/month for individuals and $49/user/month for teams. Enterprise pricing is available upon request.
What do users say about Coefficient?
Positive review: “Coefficient has transformed our Salesforce reporting. The real-time sync and automation features have saved us countless hours.” – John D., Sales Manager (Source: G2)
Critical review: “Great tool, but the learning curve can be steep for some of the more advanced features.” – Sarah L., Marketing Director (Source: Google Workspace)
Support
Coefficient offers comprehensive support including documentation, video tutorials, email support, and priority support for enterprise customers.
2. Salesforce Data Import Wizard: Native Salesforce Solution
The Salesforce Data Import Wizard is a built-in tool that allows users to import data directly into Salesforce. It’s an excellent option for those looking for a native solution without additional costs.
Highlights of Salesforce Data Import Wizard
Native Salesforce tool
User-friendly interface for basic data imports
Pros
Cost-Effective: Included with Salesforce licenses at no additional cost.
Ease of Use: Designed specifically for Salesforce, making it intuitive for users familiar with the platform.
Cons
Limited Functionality: Lacks advanced features like automation and real-time syncing.
Data Volume Restrictions: May not be suitable for large-scale data imports.
Pricing
Free with Salesforce licenses as of April 2024.
What do users say about Salesforce Data Import Wizard?
Critical review: “Works well for basic needs, but lacks advanced features for complex data management.” – Lisa T., CRM Specialist (Source: G2)
Support
Support is provided through Salesforce’s standard channels, including documentation and community forums.
3. Dataloader.io: Popular Cloud-Based Salesforce Data Loader
Dataloader.io is a widely-used cloud-based data loader for Salesforce, known for its user-friendly interface and robust features.
Highlights of Dataloader.io
Cloud-based solution
Support for large data volumes
Pros
User-Friendly: Intuitive interface makes it easy for non-technical users to manage data.
Flexibility: Supports various data operations including insert, update, upsert, and delete.
Cons
Limited Free Version: The free version has restrictions on data volume and frequency of use.
Dependence on Internet: Being cloud-based, it requires a stable internet connection.
Pricing
As of April 2024, Dataloader.io offers a free plan with limited features. Paid plans start at $99/month for additional features and higher data limits.
What do users say about Dataloader.io?
Positive review: “Dataloader.io has simplified our data management process. It’s reliable and easy to use.” – Alex K., Sales Ops Manager (Source: AppExchange)
Critical review: “While it’s great for most tasks, we sometimes hit limits with very large datasets.” – Chris M., IT Director (Source: G2)
Support
Dataloader.io provides email support, documentation, and a knowledge base for users.
4. XL-Connector: Excel-Centric Salesforce Data Management
XL-Connector is an Excel-based solution for managing Salesforce data, offering a familiar interface for users comfortable with spreadsheets.
Highlights of XL-Connector
Deep Excel integration
Supports complex Excel formulas and functions
Pros
Excel Familiarity: Leverage existing Excel skills for Salesforce data management.
Offline Capability: Work on data offline and sync when connected.
Cons
Limited to Excel: Not suitable for organizations using other spreadsheet tools.
Learning Curve: May require time to master advanced features.
Pricing
As of April 2024, XL-Connector offers a 14-day free trial. Paid plans start at $20/month per user.
What do users say about XL-Connector?
Positive review: “XL-Connector has streamlined our Salesforce data management. It’s a game-changer for Excel users.” – Emma S., Business Analyst (Source: AppExchange)
Critical review: “Great for Excel users, but we found it limiting when collaborating with team members who prefer other tools.” – David R., Sales Manager (Source: G2)
Support
XL-Connector provides email support, documentation, and video tutorials.
5. Salesforce Google Data Connector: Native Google Sheets Integration
The Salesforce Google Data Connector provides a native integration between Salesforce and Google Sheets, allowing for seamless data transfer between the two platforms.
Highlights of Salesforce Google Data Connector
Native integration with Google Sheets
Real-time data sync capabilities
Pros
Google Workspace Integration: Ideal for organizations heavily invested in Google’s ecosystem.
Real-Time Updates: Changes in Salesforce reflect immediately in connected Google Sheets.
Cons
Limited Customization: Fewer options for data transformation compared to some third-party tools.
Google Sheets Dependency: Not suitable for organizations primarily using Excel or other spreadsheet tools.
No Support: Support was sunset for this data loader in Fall of 2024.
Pricing
Free with Salesforce and Google Workspace licenses as of April 2024.
What do users say about Salesforce Google Data Connector?
Positive review: “The direct integration between Salesforce and Google Sheets has greatly improved our reporting workflow.” – Rachel K., Operations Manager (Source: G2)
Critical review: “While it’s great for basic needs, we found it lacking some advanced features for complex data management.” – Tom L., IT Specialist (Source: Salesforce Trailblazer Community)
Support
Sunset in fall of 2024.
Making the Right Data Loader Choice
Selecting the right data loader for Salesforce can significantly impact your data management efficiency and accuracy. While native solutions like the Salesforce Data Import Wizard and Google Data Connector offer basic functionality, third-party tools like Coefficient provide advanced features such as real-time syncing, automation, and AI-powered data cleaning.
Consider your specific needs, budget, and existing tech stack when making your decision. For organizations looking for a comprehensive solution that works with both Google Sheets and Excel, offers powerful automation, and provides real-time data syncing, Coefficient stands out as a top choice.
Ready to improve your Salesforce data management? Get started with Coefficient today and experience the difference in your data workflows.
The Salesforce Data Import Wizard is the best free option for basic data loading needs. However, for more advanced features without cost, Coefficient offers a free plan that includes real-time syncing and basic automation capabilities.
How do I use Data Loader in Salesforce?
To use the native Salesforce Data Loader:
Download and install the Data Loader from Salesforce.
Log in to your Salesforce account through the Data Loader.
Choose your operation (insert, update, upsert, delete, or export).
Select your data file and map the fields.
Run the operation and review the results.
For a more user-friendly experience with advanced features, consider using Coefficient, which offers an intuitive interface and real-time syncing capabilities.
Is dataloader.io owned by Salesforce?
No, dataloader.io is not owned by Salesforce. It’s a third-party tool created by MuleSoft, which is now a part of Salesforce. However, for a fully integrated solution, Coefficient offers seamless Salesforce data management with additional features like AI-powered insights and advanced automation.
What’s the difference between dataloader.io and Salesforce Data Loader?
Dataloader.io is a cloud-based tool offering a user-friendly interface and support for large data volumes. Salesforce Data Loader is a native desktop application with basic import/export capabilities. For a solution that combines the best of both worlds – cloud-based convenience and powerful features – consider using Coefficient for your Salesforce data management needs.
As organizations navigate the intricacies of decision-making in a data-driven landscape, mastering matrix reports in Salesforce cannot be overstated.
These reports, organized in a matrix or grid format, provide a unique perspective that can be instrumental in unraveling patterns, trends, and relationships within your Salesforce data. By presenting data in a grid structure with both rows and columns, these reports allow for multi-dimensional analysis, unveiling insights that may remain hidden in other reporting formats.
So, in this comprehensive guide, we’ll learn how to create matrix reports in Salesforce. From accessing the Report Builder to customizing and saving your reports, we’ll discuss best practices to ensure your Matrix Reports foster clarity and actionable insights.
Let’s transform your Salesforce data into a visual story that fuels confident decision-making!
What is a Matrix Report Salesforce?
A matrix report in Salesforce is a dynamic reporting format that presents data in a grid, allowing users to analyze and compare information across two different dimensions.
Unlike traditional reports that display data in a tabular format, Matrix Reports leverage rows and columns to organize and summarize data, providing a more comprehensive perspective. This format is handy when dealing with data with multiple categorical variables or viewing summarized data in a cross-tabulated format.
To better understand its use, here are some benefits and applications of using matrix reports:
Multi-Dimensional Analysis
Matrix reports excel in scenarios where data analysis involves multiple dimensions. Whether examining sales performance across product categories or evaluating marketing campaign success by region, the matrix structure allows for a nuanced analysis.
Comparative Insights
Matrix Reports facilitate easy comparison of values by organizing data in rows and columns. This is particularly useful when comparing performance metrics across different segments or periods.
Summarized Data View
Aggregating values within the matrix cells provide a summarized data view. This is advantageous for users who seek a deeper understanding of trends and patterns without delving into smaller details.
Efficient Decision-Making
The visual and summarized nature of Matrix Reports enhances decision-making efficiency. Business users can quickly interpret data trends, enabling faster and more informed decision-making processes.
Step-by-Step Guide: Creating a Matrix Report Salesforce
Now that you understand Salesforce matrix reports and their uses we’ll dive into the 5 steps on how to create a matrix report in Salesforce.
If video is your preference, here’s a quick video walkthrough of the process.
There are a few Salesforce report limitations you should be aware of:
Salesforce report limits data to 2,000 rows in view
No custom reporting is available in some editions
There may be constraints caused by limited admin access
There are fewer customization options available within Salesforce
Salesforce report builders and views commonly experience slow performance and glitches, especially with large datasets
As a solution, many export their data into spreadsheets to get around these limitations. You may have even done so yourself in the past. However, manual data pulls are also exhausting and drain time. Tools like Coefficient offer pre-built spreadsheet connectors for Salesforce and over 35 other commonly used business systems.
With Coefficient:
You’ll never leave your spreadsheet to take advantage of your bi-directional Salesforce data sync
You can schedule data refreshes on the cadence you need or update data in real-time with the click of a button
You can take advantage of around-the-clock support
You can preview your data before making your data import or export
You’ll have the flexibility to build whatever you need in your spreadsheet
You can blend data from over 35 other pre-built connectors for core business systems
Now, let’s dive in through the written process of building your matrix report in Salesforce.
Step 1: Accessing Report Builder in Salesforce
Access your Salesforce account with valid credentials. In the top navigation bar, locate the “Reports” tab and click to access the Reports section.
Click the “New Report” button to initiate the report creation process.
Users, depending on their permissions, might encounter challenges with data accessibility, especially if they need to blend Salesforce data with data from other sources. Coefficient can streamline the process by enabling seamless integration of Salesforce data with data from other business systems, all within Excel or Google Sheets.
Step 2: Selecting the Report Type
Select the appropriate report type in the new pop-up window based on the data you want to analyze. These types are based on objects that have multiple grouping dimensions.
In the example below, the selected report type is “Accounts.”
You can choose any other type from the standard or custom options and proceed by clicking on “Start Report.”
Step 3: Review Columns and Group Data
From the left sidebar, review all the columns that are part of your report. You can remove any fields you don’t want to see in the matrix report or add any missing ones from the search bar.
The most crucial part of this step is to Group your rows and columns based on a specific category. It is through grouping both that you can create a matrix report.
Click on the “Group Rows” search bar in the left sidebar and type your category e.g., Account owner, Account name, Created By, Modified By, etc.
Your report will be grouped by the category selected. Below is an example of rows being grouped by Industries.
Repeat the same for the “Group Columns” section.
When reviewing columns and grouping data, users may face challenges in incorporating additional data fields or making adjustments to the grouping criteria.
Coefficient can simplify this process by offering intuitive data manipulation features that can be used on your live Salesforce data within Excel or Google Sheets, allowing users to easily modify columns, add new fields, or adjust grouping parameters without leaving their familiar spreadsheet environment.
Step 4: Run the Report
The result of adding both row and column groups is a matrix report.
Click on “Run” to see a more comprehensive view of your matrix report in Salesforce.
Step 5: Previewing and Saving the Report
You can also click the “Save and Run” option to save the matrix report immediately.
However, run and preview it first to ensure that the data is organized and summarized as desired. This step allows for any necessary adjustments.
Click on the cells inside your matric report to see more details. For example, by clicking “2” in the Food & Beverage/ CA row, you can see which account names exactly fall in this range. You can also click on these names to see all records related to them and edit them.
Once satisfied with the preview, save the matrix report by clicking the drop-down arrow icon next to “Edit.” From the drop-down menu, click “Save.”
Choose the folder where you want to store the report for easy access, and you’re done!
4 Best Practices for Matrix Reports in Salesforce
You must do more than drop fields into a grid to learn how to create a matrix report effectively in Salesforce. To maximize your reports’ utility and clarity, adhere to best practices that ensure a streamlined and insightful reporting experience.
Here are the best practices for crafting matrix reports Salesforce:
Plan Your Matrix Structure
Before diving into the Report Builder, plan how you want to structure the rows and columns of your Matrix Report. Consider the specific dimensions and groupings that will provide the most valuable insights for your analysis.
Limit the Number of Groupings
While the matrix format allows multiple groupings, avoid overcomplicating your report with excessive rows and columns. Too many groupings can lead to a cluttered and less comprehensible report.
Use Filters Strategically
Apply filters judiciously to focus on relevant data. Filters help refine the information presented in the matrix, making it more actionable and aligned with your analysis goals.
Utilize Conditional Formatting
Use conditional formatting options to highlight key data points within the matrix visually. Color-coded cells or charts can draw attention to critical information, enhancing the user’s ability to interpret the report quickly.
Integrating Matrix Reports with Coefficient
With data becoming the center of all progress and businesses, efficient data management is also crucial. The same applies to automating and streamlining creating reports on your Salesforce data.
Coefficient’s 2-way Salesforce spreadsheet connector, rated 5-stars on AppExchange, bridges Salesforce data and your spreadsheet environment, whether you use Google Sheets or Excel, offering a path to enhance data workflows, reporting, automation, and overall collaboration, regardless if your team members have Salesforce access or not.
With Coefficient, you can effortlessly connect to Salesforce, pull live data or pre-built reports into Google Sheets or Excel with a single click, and keep it on a refresh schedule to ensure real-time, up-to-date data powers your reports and dashboards. Plus, trigger Slack and email alerts to notify team members of any changes or important insights gleaned from your Salesforce data.
Final Word
Knowing how to create a matrix report in Salesforce is a valuable skill for you if you’re seeking to analyze data in a structured and visually intuitive format.
By following the step-by-step guide and incorporating best practices, users can harness the power of matrix reports to derive actionable insights from their Salesforce data.
To simplify your process and benefit from a competitive edge that will set your business’ data management apart from competitors, get started for free with Coefficient and revolutionize your Salesforce reports!
Custom report types in Salesforce are vital for tailoring data analysis to specific business requirements. They enable the creation of reports spanning multiple related objects and provide an in-depth view of their data.
If you struggle with manually updating reports or using standard reporting, custom reports can be a game-changer in your business operations. With custom reports, you can streamline and automate your reporting process, ensuring tailored and efficient data analysis that meets your business needs.
In this article, we will explain custom report types, how to create a custom report in Salesforce, and crucial tips for proper optimization.
Understanding Custom Report Types
Custom report types in Salesforce offer a solution when standard types fall short. They come into play if:
Standard report types don’t cover your desired objects.
Specific fields you need are not included in standard reports.
You wish to customize field names in reports without altering their global settings.
What sets custom report types apart is their flexibility and customization capabilities.
They allow for specific field selection, primary object definition, and relationship establishment, unlike standard types with limited customization options.
Before you dive into our written tutorial, here’s a video to help guide you through the process!
Step-by-Step Guide: Creating a Custom Report Type in Salesforce
Accessing the Setup Menu: Start by navigating to the Salesforce setup menu.
Navigating to Report Types: Locate and select the option for report types.
Creating a New Report Type: Click on New Custom Report Type.
Defining the Report Type: Fill in essential details like Report Type, Label, and Description.
Adding Fields to the Report: Associate this report type with other objects by selecting “Click to relate another object”. Add up to three related objects to your report.
Click Save to continue.
Saving and Testing the Report Type. Finalize and test your new custom report type.
Your Custom Report Type is ready!
Best Practices and Tips for Optimizing Custom Report Types
Set Clear Object Relationships
Make sure your custom report types have meaningful and well-defined relationships between objects. This helps to improve the report’s usefulness and precision.
Strategic Field Selection
Be careful when selecting fields to incorporate in your custom report types. Pay attention to the data points and key metrics significant to your reporting objectives.
Review User Perspectives
Pay attention to the users’ perspectives and tailor custom report types. Deduce their reporting needs and create types with actionable insights defined for their roles.
Use Formula Fields
You can utilize formula fields in Salesforce for calculations and the generation of insights within your custom report types. This helps to derive the depth of analysis without tampering with the data model.
Continuously Optimize for Performance
It is vital to keep optimizing for performance by limiting the number of fields and relationships, particularly when handling large datasets. This ensures a smooth user experience and quicker report generation.
Common Mistakes to Avoid
Including irrelevant fields
When unnecessary fields are included in your custom report, it can add complexity, making it difficult to analyze and slowing down the reporting process.
Irrelevant fields prolong the data retrieval times, affecting the performance of your reports.
Unclear Naming Conventions
When naming conventions are inconsistent or unclear while creating custom reports in Salesforce, it can cause confusion, hindering your reporting strategy’s effectiveness.
For instance, users cannot identify and understand each element’s purpose if report types or fields have unclear names. Inconsistent naming conventions can cause mistakes in data interpretation.
Failure to Document
Lack of documentation can cause confusion between administrators, users and other stakeholders.
Documentation is important for ensuring understanding, transparency, and maintenance of your reporting structure. Poor documentation causes errors in analysis and holdbacks in resolving problems.
Lack of User Training
If users are not properly trained, they might struggle to understand how to use custom report types.
They may be ignorant of the functionalities, best practices, and capabilities for creating and interpreting custom reports. Lack of proper training can cause users to explore inaccurate methods to extract data, affecting data integrity.
Master Customer Report Types in Salesforce
Mastering custom report types in Salesforce is key to deriving comprehensive insights. By avoiding common pitfalls and employing optimization tips, you can significantly enhance your data analysis capabilities.
For seamless data integration, consider Coefficient as your go-to tool. It simplifies syncing data into Excel and Google Sheets, elevating your reporting strategy. Ready to transform your data analysis? Get started with Coefficient.
Salesforce reporting tools have revolutionized how sales managers extract and analyze customer data, sales rep performance, summary reports, and more with the leading Customer Relationship Management (CRM) tool.
There are several powerful, cloud-based reporting tools available on Salesforce AppExchange today, each offering unique features and capabilities. Let’s explore the pros and cons of each tool to understand which one stands out as the best choice for consumers.
To help you make an informed decision in the crowded Salesforce reporting tools market, we’ve put together a comprehensive feature comparison table. This side-by-side overview highlights the strengths of each tool and will help inform your decision.
Salesforce Reporting Tool
Row Limits
Data Sources
Builder License Cost
Viewer License Cost
AI Functionality
Refresh frequency
Alerts
SOC 2 Compliant
Native Salesforce Reports and Dashboards
2000
Salesforce only
$25-$75
$25-$75
Limited Einstein Access
Live Data
Slack / Email
Yes
Tableau
none
$70
$15
“AskData” Natural Language Requests
Hourly
Slack / Email
Yes
Coefficient
none
25+
$49
Free
“GPT Copilot:” build formulas, pivot tables and charts using natural language
Hourly
Slack / Email
Yes
Xappex
2000*
Salesforce only
$25
Free
None
Hourly
Slack / Email
Yes
Coupler
10,000 – 100,000
70+
$49
Free
None
Every 15 mins on its top-tier plan
None
No
G-Connector for Salesforce
2000*
Salesforce only
Free
Free
None
Every 4 hours
None
No
*when exporting Salesforce Reports with MFA enabled
1. Native Salesforce Reporting
Native Salesforce CRM report builder is a great choice for users who prioritize seamless integration and user-friendliness. But many find its reports fall short to other Salesforce reporting tools regarding advanced visualization, types of reports, and complex data reporting.
Pros
Integration with Salesforce: Salesforce’s native reporting tool integrates with your existing Salesforce data, eliminating the need for external data connections to create Salesforce dashboards.
Ease of Use: It is user-friendly, which makes it accessible to both non-technical and technical users working with metrics.
Real-time Data: You can access real-time Salesforce data without delays, which can be essential for decision-making and measuring KPIs.
Cons
Limited Visualizations: Native Salesforce reporting lacks the advanced visualization capabilities offered by third-party tools, making it less suitable for complex data analysis.
Data Volume Restrictions: Large datasets can cause performance issues, leading to slower reports and limited data exports.
Licensing Restrictions: Employees without SFDC (Salesforce Dot Com) licensing will not be able to access Salesforce reports. Only Salesforce users can create and send reports, which often leads businesses to plug-in additional reporting tools.
2. Tableau
Tableau’s exceptional data visualizations make it a top choice for enterprises willing to invest in its high-end features and functionalities.
Pros
Robust Visualization: Tableau excels in data visualization, offering a wide range of charts, graphs, and interactive dashboards for comprehensive data analysis.
Data Blending: It allows combining data from multiple sources, providing a holistic view of business data and facilitating more in-depth insights.
Scalability: Tableau can handle large datasets and complex analytical queries, making it a suitable Salesforce reporting tool for enterprises with extensive data needs.
Cons
Costly Licensing: Tableau’s licensing costs can be prohibitive, especially for smaller organizations with limited budgets.
Dependence on Data Engineers: Complex data integrations may necessitate assistance from data engineers, adding to the cost.
Tableau Cloud: The SaaS version of Tableau Server is an additional purchase, and it is necessary for users to publish reports and collaborate.
Pricing
Tableau starts at $70 per month per user for a Tableau Creator license.
Reviews
The features of Tableau are very user-friendly, which enables users to merge and present data from data sources and present in such a way that anyone can understand the data. Also, the data can be updated automatically, and there is no need to update it or refresh it every time (source).
Some users report Tableau Cloud’s dashboard, and reporting capabilities are limited compared to the desktop version (source).
When it comes to Salesforce reporting tools, Coefficient stands out by combining the best of both worlds: the simplicity of spreadsheets and the power of more traditional data analytics solutions. Coefficient is a free Google Sheets add-on that syncs live data from your favorite business systems directly to your spreadsheet.
It’s the go-to tool for those who love the ease of spreadsheets but also want deep insights from their data. It also offers best-in-class AI solutions to help users new to spreadsheets get started, catering to users of all levels.
Pros
Simplicity in Setup: Coefficient’s easy setup and minimal coding requirements mean that whether you’re a data analyst or a marketing professional, Coefficient’s intuitive interface ensures a short learning curve.
Tailored Data Imports: You can select specific fields from your dashboard, sort and filter them according to your requirements, and seamlessly sync them to Google Sheets.
Automated Data Syncing: You can set up an auto-refresh schedule for your synced data. This means your Google Sheets will always reflect the latest information, eliminating the need for constant manual updates so that your team can focus on more critical tasks.
Cons
User Familiarity: Coefficient is designed for optimal use with spreadsheet tools. For those less familiar with spreadsheets, there might be a slight learning curve. But, thanks to Coefficient’s AI-driven capabilities, the platform becomes more intuitive and accessible to users across different technical levels.
Pricing
With Coefficient, you can import data from any source into Sheets at no cost. For those seeking advanced features, our pricing is set at $49 per user, per month with an annual contract. If you prefer a month-to-month arrangement, it’s $59 per user, per month.
Reviews
The sheer brilliance of easily syncing any data from any source into Google Sheets is just amazing. It’s dead simple to use, works smoothly, and gets the job done (source).
Coefficient has been incredibly helpful at exporting powerful reporting from various tools to share across our organization, regardless of the licenses we have for the actual tool itself (i.e. Salesforce) – beyond that, you’re able to do more impactful analysis and data manipulation through the export into sheets while still maintaining that real-time information (source).
I would have loved to have some templates, and a guide to select which data could be useful in my different google sheets. For someone totally new with datasheets it can be a bit hard to understand (source).
Drag-and-Drop Interface: Xappex offers an intuitive drag-and-drop interface, making it easy for users to create reports without coding skills.
Scheduled Reports: It allows users to schedule and automate report generation and distribution, ensuring timely delivery of critical data.
Customizable Dashboards: Xappex provides flexibility in customizing dashboards to match the branding and specific requirements of businesses.
Cons
Data Syncing Delays: Data syncing with Salesforce might encounter occasional delays, affecting real-time reporting accuracy.
Limited Advanced Analytics: While suitable for standard reporting needs, Xappex might lack some advanced analytical capabilities compared to other tools.
Customer Support: Some users might find Xappex’s customer support to be lacking in responsiveness or helpfulness.
Pricing
Xappex starts at $99 per user a year. Xappex is free to pull and refresh data from Salesforce.
Reviews
I love that I can do an easy export and upload straight into Salesforce without having to use Salesforce’s data loader. I can set automated schedules with Office 365 (source).
Some of the features do not have full documentation and if they do they are not so easy to find (source).
5. Coupler
Coupler is a Salesforce reporting tool sued by reporting teams that work with diverse data sources.
Pros
Easy Data Import: Coupler simplifies data importing from various sources, making it convenient to integrate data with Salesforce.
Customizable Reporting: Users can customize reports and dashboards to suit their preferences and business requirements.
Affordability: Coupler is often more budget-friendly compared to other sophisticated Salesforce reporting tools.
Cons
Visualization Capabilities: While Coupler offers visualization options, they might not be as extensive as some other tools in the market.
Data Volume Restrictions: Coupler face performance issues when dealing with massive datasets, affecting report generation speeds.
Complex Reporting: For intricate reporting needs, Coupler might have a steeper learning curve.
Pricing
Coupler starts at $19 per person per month for an annual contract.
Reviews
Coupler made it easy to create dashboards and reports from different data sources. The sync is reliable and the user experience is amazing (source).
It is sometimes difficult to get a clear overview if you have a lot of connectors, and some Quickbooks reports may not be available, but these problems are minor (source).
6. G-Connector for Salesforce
G-Connector is a suitable tool for organizations extensively using Google Workspace, providing real-time data sync and workflow automation capabilities.
Pros
Integration with Google Workspace: G-Connector seamlessly connects Salesforce data with Google Workspace apps, facilitating collaboration and data sharing.
Real-time Data Sync: It offers real-time data synchronization between Salesforce and Google Sheets, ensuring up-to-date reporting.
Automated Workflows: G-Connector allows users to automate workflows, reducing manual effort and improving productivity.
Cons
Limited Features: Compared to other standalone reporting tools, G-Connector might have fewer advanced features and visualizations.
Dependency on Google Sheets: Businesses may prefer a dedicated reporting software instead of relying on Google Sheets for analysis.
Security Concerns: There could be compliance requirements to address related to transferring data between platforms.
Pricing
G-Connector starts at $99 per user per year.
Reviews
Essential in my day-to-day access to Salesforce Reports. Would highly recommend it to anyone who wants to automatically update and connect Salesforce Reports in Google Sheets easily. Great product (source).
The solution does exactly what it claims to do. However, there are sometimes bugs that are difficult to work around when you’re dealing with larger reports (source).
Conclusion
In the vast landscape of Salesforce reporting tools, each business has unique needs and priorities. While many tools offer standout features, Coefficient is an optimal choice for those seeking the familiarity of a spreadsheet for granular-level analyses and a robust library of pre-built dashboards for reporting.
Install Coefficient for free today and witness firsthand how it can reshape the landscape of your business with unparalleled efficiency and strategic precision.
