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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
You can automatically update Salesforce reports in spreadsheets by setting up scheduled refreshes that pull live data without manual exports. This keeps your reports current while saving hours of repetitive work.
Here’s how to create a live connection between Salesforce and your spreadsheets that updates on your preferred schedule.
Set up automated Salesforce report refreshes using Coefficient
Coefficient creates a direct pipeline between Salesforce and your spreadsheets. Once configured, your reports update automatically – hourly, daily, or weekly – without any manual intervention.
How to make it work
Step 1. Import your Salesforce report.
Connect Coefficient to your Salesforce account and choose “Import from Report” to pull any existing report. You can also use “Import from Objects” to build custom data pulls with specific fields and filters for more targeted reporting.
Step 2. Configure your refresh schedule.
In the import settings, choose from hourly options (every 1, 2, 4, or 8 hours), daily refreshes at specific times, or weekly updates on selected days. All schedules run in your timezone and update data automatically in the background.
Step 3. Enable formula preservation.
Turn on “Auto Fill Down Formulas” so any calculations in adjacent columns automatically copy to new rows during refresh. This keeps your custom metrics, charts, and dashboards updated without rebuilding formulas.
Step 4. Set up append mode for historical tracking.
Use “Append New Data” to add new Salesforce records without overwriting historical data. This creates a running log of changes with timestamps, perfect for tracking pipeline progression over time.
Keep your reports current without manual work
Automated refreshes save 15-30 minutes daily per report while ensuring stakeholders always work with current data. Start automating your Salesforce reports today.
