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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
You don’t need to code OAuth 2.0 authentication in VBA to connect Excel with Salesforce REST API calls. Modern data integration tools handle this complexity automatically.
Here’s how to skip the VBA programming entirely and get your Salesforce data flowing into Excel securely.
Connect Excel to Salesforce without OAuth coding using Coefficient
Manual OAuth 2.0 implementation in VBA requires managing authorization codes, access tokens, refresh tokens, and API endpoints. Coefficient eliminates this complexity with a native Salesforce connector that handles authentication automatically. You get the same integration capabilities without writing a single line of code.
How to make it work
Step 1. Install Coefficient in Excel.
Download the Coefficient add-on from the Microsoft Office Store. Once installed, you’ll see the Coefficient tab in your Excel ribbon with all the tools you need to connect to Salesforce.
Step 2. Connect to your Salesforce org.
Click “Connect to Salesforce” in the Coefficient sidebar. The guided authentication flow walks you through connecting securely to your org. This handles all OAuth 2.0 requirements behind the scenes, including MFA support.
Step 3. Import your data.
Choose from three import methods: existing Salesforce reports, custom object and field selections, or write custom SOQL queries. Coefficient automatically handles API calls, JSON parsing, and data formatting that would require extensive VBA development.
Step 4. Set up automatic refreshes.
Configure hourly, daily, or weekly refreshes to keep your data current. Coefficient manages token refresh cycles automatically, so your data updates reliably without re-authentication prompts.
Start importing Salesforce data today
Skip the OAuth complexity and security risks of storing credentials in Excel files. Coefficient provides enterprise-grade authentication with zero coding required. Try Coefficient free and connect your Salesforce data in minutes.
