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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.”
Manual CSV downloads from Salesforce eat up valuable time every day. You run reports, export files, download them, and import the data into Excel just to repeat the process tomorrow.
Here’s how to eliminate that workflow entirely by setting up automatic data refresh that pulls fresh Salesforce information directly into your existing Excel files.
Set up scheduled Salesforce data refresh using Coefficient
Coefficient creates a live connection between Salesforce and Excel that updates your data automatically. Instead of downloading new files daily, your existing Excel workbook refreshes in place with current information.
How to make it work
Step 1. Connect Salesforce to your Excel workbook.
Install Coefficient from the Excel add-ins store and authorize your Salesforce connection. Import your desired report or object data directly into your worksheet. This creates the foundation for automatic updates.
Step 2. Configure your refresh schedule.
Set up automated refresh intervals based on your needs. Choose from hourly options (1, 2, 4, or 8 hours), daily, or weekly schedules. The timing runs based on your timezone for consistent updates.
Step 3. Let it run automatically.
Your Excel file now updates itself without any manual work. The data refreshes in the same cells, so your pivot tables, charts, and formulas continue working with fresh information. No more file downloads or data imports.
Stop wasting time on manual data exports
Automatic Salesforce data refresh transforms your reporting workflow from daily manual tasks into a hands-off system. Try Coefficient to eliminate CSV downloads and keep your Excel reports current without the busy work.
