How to Connect Salesforce to Excel in 2024?

Last Modified: April 1, 2024 - 7 min read

Julian Alvarado

Salesforce provides go-to-market professionals with the data they need to optimize sales and marketing operations and drive more revenue.

Here’s the catch: Its native reporting capabilities aren’t always the easiest to use.

Fortunately, Salesforce Excel connectors make it easy to seamlessly integrate your data into your spreadsheet.

Read on to find out more about the best methods to link Salesforce CRM to Excel.

Why Connect Salesforce to Excel?

Salesforce is powerful for data analysis and reporting, but its complexity can be daunting for non-technical users. Not everyone can easily navigate Salesforce’s reporting tools to extract the needed insights.

This is where Excel comes in handy. It allows for easier manipulation of data, application of complex formulas, and generation of reports in a user-friendly environment. While Salesforce has bulk update capabilities, they’re limited and not user-friendly for all data fields.

Moreover, Excel supports formulaic data updates that Salesforce can’t handle straightforwardly, like conditional operations based on multiple criteria. This makes Excel a valuable tool for those needing to work extensively with Salesforce data but lacking technical Salesforce expertise.

Is There a Salesforce Excel Connector?

Salesforce does not provide a native “Salesforce Excel Connector” in the same way they offer native integration tools for other platforms.

However, several alternatives offer flexibility in integrating Salesforce data into Excel, catering to various needs and technical ability:

  • Third-party Tools and Add-ins: Solutions like Coefficient simplify the importation process, featuring user-friendly interfaces and automated data syncing. Ideal for seamless data analysis without extensive setup.
  • Manual Exports: Users can export Salesforce reports as CSV or XLSX files and open them in Excel. This quick solution is perfect for one-time analyses but doesn’t offer real-time data updates.
  • Salesforce API and VBA: For the tech-savvy, pairing the Salesforce API with Excel’s VBA customizes data queries and enables automation. This method delivers fresh, customized data directly into Excel sheets.
  • Power Query: Microsoft Power Query allows technical users to extract Salesforce data into Excel Desktop, facilitating data manipulation and allowing for scheduled updates.
  • ODBC Drivers: By establishing an ODBC data source for Salesforce, users adept in SQL can directly query Salesforce data from Excel, providing a potent tool for data manipulation.

How do I Link Data from Salesforce to Excel? Top 3 Methods.

There are several ways to integrate data from Salesforce to Excel.

Here, we will cover the three easiest ways: Coefficient, the XL-Connector, and Manually

Method 1: Coefficient

Coefficient is a no-code, two-way Salesforce Excel Connector trusted by over 300,000 go-to-market professionals and data analysts for live data analysis and reporting.

It’s by far the fastest and easiest way to connect Excel to Salesforce. Let’s walk through how it works.

To install Coefficient, open Excel from your desktop or in Office Online.

Click ‘File’ > ‘Get Add-ins’ > ‘More Add-Ins.’

Type “Coefficient” in the search bar and click  ‘Add.’

Coefficient in Microsoft Add-in marketplace

A pop-up will open up. Follow the prompts to complete the installation.

Installing Coefficient from Microsoft Add-in marketplace

Once finished, you will see a “Coefficient” tab at the top navigation bar.

Click ‘Open Sidebar’ to launch Coefficient.

Opening Coefficient Add-in from Excel

Now, you can connect Salesforce and Excel in a few clicks.

Select ‘Import from…’


Scroll down until you find Salesforce in the menu.

Adding Salesforce data source to Excel using Coefficient Add-in

There are several ways to import data from Salesforce with Coefficient.

  1. Import from an existing report
  2. Import from objects and fields
  3. Import using SOQL

In this example, we’ll select ‘From Objects & Fields.’

Choosing 'From Objects & Fields' option for Salesforce data import to Excel in Coefficient

If this is your first time connecting to Salesforce, you’ll need to authorize Coefficient to access your data.

Salesforce and Coefficient Excel Add-in Authorization

Click ‘Authorize’ and follow the prompts to continue.

After you’ve granted Coefficient access to your Salesforce account, it will redirect you back to Excel to create your import.

Select an object from the menu and click ‘Next.’

selecting account object in salesforce data source from coefficient excel add-in

Click ‘Select Fields’ to reveal a list of fields to add to this import.

Selecting fields in Coefficient Salesforce Excel Connector

Select the fields you want to import by scrolling through the menu. You can also search for each in the menu.


After making your selections, click ‘Done Selecting Fields’ to continue.  

Note: You can add filters to your import as needed.  

Name your import and click ‘Import’ to continue.

Naming the salesforce excel import

Your Salesforce import will automatically populate in Excel.

imported salesforce data in excel using Coefficient add-in

The last step is to use Coefficient’s auto-refresh scheduler to automatically update your data. Simply choose your cadence (Hourly, Daily, or Weekly) and time – Coefficient will take care of the rest.

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Method 2: Open Database Connectivity (ODBC) Drivers

Excel for Desktop users connect Salesforce to Excel by using an ODBC. In this example, we’ll use the Devart OBDC Driver for Salesforce on macOS..

Note: Ensure you have the necessary Salesforce login credentials and have configured the ODBC data source correctly to facilitate a smooth data import process.

First, open Excel, head to Excel > About Excel to check if your version is compatible with the Devart ODBC driver specifications.

Next, visit the Devart website and navigate to the ODBC Driver for Salesforce page.

Download the driver compatible with macOS, open the file, and follow the instructions through to completion.

odbc driver installation window

To configure the ODBC Data Source, go to your Mac’s System Preferences > ODBC Manager.

In the ODBC Data Source Administrator, under the “User DSN” or “System DSN” tab, click “Add” to create a new data source.

Creating a new data source for Salesforce in ODBC Data Source Administrator

Select the Devart ODBC Driver for Salesforce from the list and fill in your Salesforce connection details, including any necessary authentication tokens.

Salesforce connection details in Devart ODBC Driver setup

To connect Salesforce from Excel, open Excel from your desktop and go to the Data tab.

Select “Get Data” > “From Database” > “From ODBC.”

data import from Salesforce to Excel using "From ODBC" option

Choose the DSN you configured for Salesforce and enter any required login credentials.

Configuring Salesforce DSN and entering login credentials for ODBC in Excel

Select the tables or queries you want to import from the Navigator window. You can preview your data here and even edit it using Excel’s Query Editor.

Selecting tables or queries for Salesforce data import via Excel's Query Editor

Click “Load” to import your data directly into an Excel worksheet, or “Load To” for more specific placement options.

Loading Salesforce data directly into an Excel worksheet through ODBC connection


  • Salesforce-Specific: It’s tailored exclusively for Salesforce, limiting its use for organizations that need to integrate multiple data sources within Excel for broader analyses.
  • Setup Complexity: Advanced features might require a good grasp of Salesforce and Excel, posing challenges for non-technical users or those with limited time to learn the tool’s complexities.
  • Version Compatibility Concerns: XL-Connector’s functionality is closely tied to specific Excel versions, which may lead to challenges in maintaining compatibility and optimal performance across different Excel updates or installations.

Method 3: Manually Exporting

Another option is manually exporting your report from Salesforce and importing it into Excel.

To do so, navigate to the Reports tab in Salesforce.

Navigating to Salesforce's Reports tab for data export to Excel

Create or select the report you wish to export to Excel.

Creating or selecting a Salesforce report for export to Excel

Once the report is ready, click on ‘Export’ and choose the Excel format (e.g., .xls or .xlsx).

Open the downloaded Salesforce report in Excel to finish.


  • Time and Effort: The need for exporting, possibly reformatting, and then importing data into Excel requires significant manual effort, especially with frequent updates.
  • Risk of Mistakes: Handling data manually increases the chance of errors during export, transformation, or import, potentially leading to inaccurate data and decisions based on outdated information.

The Best Salesforce Excel Connector? Coefficient.

Get the most out of your Salesforce data by connecting it to Excel.

Coefficient provides the most seamless and hassle-free way to pull up Salesforce data into Excel with its intuitive UI and quick setup.

Try Coefficient for free today to try it out for yourself!

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Julian Alvarado Content Marketing
Julian is a dynamic B2B marketer with 8+ years of experience creating full-funnel marketing journeys, leveraging an analytical background in biological sciences to examine customer needs.
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