Best Salesforce Excel Integration

Get more out of your Salesforce data

Two-way sync live data between your spreadsheets and Salesforce to automate reporting, improve performance and forecasting, and keep teams aligned.
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Why Coefficient?

Turn Excel into a
Salesforce reporting powerhouse

Automate reporting across the customer lifecycle

  • Connect to Salesforce with a single click

  • Automatically import custom Salesforce reports, contacts, deals, and activities

  • Easily run SOQL queries to build dashboards from live data 

import salesforce to excel import salesforce to excel

"Salesforce reporting can have its limitations! Being able to cleanly export reports (and automatically update them!) with Coefficient is a game changer."

— Kaitlyn Camargo at Contentful

Boost Marketing and Sales performance

  • Track campaign performance and sales metrics with real-time data

  • Use live insights to optimize strategies and forecasts

  • Schedule email and Slack alerts to stay on top of changes

automatically refresh salesforce data in excel automatically refresh salesforce data in excel

"Excellent tool and has been immensely helpful for the team. It speeds up the process of analyzing data, enabling us to create dashboards and solutions to monitor relevant information."

— Lido Tortello at Huspy

Unlock the full power of your spreadsheets

  • Easily blend Salesforce data with other sources like Google Analytics, HubSpot, and Tableau

  • Make updates or bulk actions and export changes back to Salesforce

  • Power slide decks and project updates with live data

salesforce data import into excel salesforce data import into excel

"Coefficient makes it so easy to pull in the data from multiple sources to spreadsheets. It makes my job easier. Saves lot of time and avoids the manual work."

— Dinesh Puvvada at Prophecy

What Salesforce data is imported?

REPORTS

  • Sales Pipeline
  • Lead Source
  • Opportunity by Rep
  • Closed Won vs. Closed Lost
  • Sales Forecast
  • Customer Lifetime Value
  • Accounts by Industry
  • Top Accounts by Revenue
  • Case Management
  • Campaign Performance

OBJECTS

  • Account
  • Campaign
  • Campaign Member
  • Contact
  • Event
  • Lead
  • Opportunity
  • Task
  • User
  • Custom Objects

Ready to dive in?

Connect your live Salesforce data to Excel in 3 minutes.

Get Started Free

Salesforce Reporting Templates

Launch pre-built templates in your spreadsheet and connect live data in one click.

TEMPLATES

Win-Loss Analysis

Track win conversion rates by team, individual, industry, region, deal size, and more.

TEMPLATES

Sales Team Leaderboard

Boost sales by encouraging friendly competition among your sales reps and teams.

TEMPLATES

Pipeline Analysis Template

Compare monthly results for pipeline creation, win rates, average deal age, average deal size, and sales velocity.

More Resources

BLOG

How to Overcome Salesforce Report Limitations

Transform your approach to managing and reporting on your Salesforce data.

BLOG

How to Import Leads in Salesforce 

Clear, actionable strategies for organizing and converting leads within Salesforce.

Import Data from Salesforce to Excel

See the full walkthrough
Install Coefficient on Excel and get started 30 seconds
Launch Coefficient from the File menu. Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’
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Connect to Salesforce 30 seconds
Select "Import From" in the Coefficient sidebar, and login to Salesforce to authorize the connection.
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Preview your data 30 seconds
Select the reports or objects you want to import and customize your layout in Import Preview.
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Run your import 30 seconds
Click the "Import" button and your data will populate in your spreadsheet.
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Set a schedule to refresh your data 30 seconds
Use the sidebar to set the frequency and time of day for automatic data refreshes.
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You’re done. Enjoy your data up to date. 30 seconds
All set! Now you can create and share as many custom imports as you want.
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Install Coefficient on Sheets and get started 30 seconds
Launch Coefficient from the Extensions menu, or click Add-ons > Get add-ons to install it from the marketplace.
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Connect to Salesforce 30 seconds
Select "Import From" in the Coefficient sidebar, and login to Salesforce to authorize the connection.
Video will be embedded here
Preview your data 30 seconds
Select the reports or objects you want to import and customize your layout in Import Preview.
Video will be embedded here
Run your import 30 seconds
Click the "Import" button and your data will populate in your spreadsheet.
Video will be embedded here
Set a schedule to refresh your data 30 seconds
Use the sidebar to set the frequency and time of day for automatic data refreshes.
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You’re done. Enjoy your data up to date. 30 seconds
All set! Now you can create and share as many custom imports as you want.
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We Always Keep
Your Data Secure

  • Coefficient does not save or store any of your
    data
  • Connect securely with Microsoft account
    credentials
  • Stay within the security protocols of your
    existing systems
Learn more about our commitment to data security
SOC 2 Certified
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About Salesforce

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Connect your live Salesforce data to Excel in less than 60 seconds.
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