)
Written by
Table of Contents
“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.”
Sales ops and RevOps teams can set up automatic Salesforce data refresh in Excel on hourly, daily or weekly schedules using Coefficient’s Salesforce connector for Excel, eliminating manual CSV exports entirely. The native Salesforce Data Connector for Google Sheets only supports manual refreshes and has no reliable automated scheduling. Excel has no native live Salesforce connection at all. Both leave teams running the same export-download-import cycle every day.
A common challenge for ops teams managing daily Salesforce reporting: the 20 minutes spent downloading CSVs and updating spreadsheets every morning adds up to hours a week for work that produces no analysis — just movement of data from one place to another.
How to set up scheduled Salesforce data refresh in Excel
Step 1. Install Coefficient and connect Salesforce to your Excel workbook
Install Coefficient from the Excel Office Add-ins store. Open the Coefficient sidebar, select Import from Salesforce and authenticate using your Salesforce credentials. Import your report or object data — Opportunities, Activities, Accounts or any custom object — directly into a worksheet. This creates the live connection that automatic refresh will run against.
Step 2. Configure your refresh schedule
Click the refresh icon on your imported data range and select Schedule refresh. Choose your interval: hourly at 1, 2, 4 or 8 hours, daily at a specific time, or weekly on selected days. Set your timezone. The schedule runs automatically from this point — no one needs to be in the file or logged into Salesforce when the refresh fires.
Step 3. Set up email or Slack notifications for refresh status
In the notification settings, add email addresses or a Slack channel to receive confirmation when each refresh completes, or an alert if it encounters an error. This gives your team visibility into whether the data is current without having to check the spreadsheet manually.
Step 4. Use Refresh All for workbooks with multiple Salesforce imports
If your workbook pulls from more than one Salesforce report or object, use the Refresh All option in Coefficient to update every import simultaneously with a single trigger. Combine this with dynamic filters pointing to cell values if you need the query to update based on changing criteria — a date range, a territory or a user selection.
What you get
Your Excel workbook pulls fresh Salesforce data on a schedule without manual intervention. Pivot tables, charts and formulas work on current data every morning. Your team stops spending time on data movement and starts with the analysis already done. For reference on how to build Salesforce dashboards in spreadsheets, see Coefficient’s Salesforce dashboard examples.
Set up your first automated Salesforce refresh today at coefficient.io/get-started.
