)
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.”
The native Salesforce Data Connector forces manual refreshes and lacks reliable automated scheduling, disrupting workflows when you need current data.
Here’s how to set up automated refresh schedules that run reliably without manual intervention.
Set up automated Salesforce data refreshes using Coefficient
Coefficient provides comprehensive automated scheduling with hourly intervals, daily refreshes at specific times, and weekly refreshes on multiple selected days. The platform maintains stable connections and handles authentication seamlessly.
How to make it work
Step 1. Import your Salesforce data using Coefficient.
Connect your Salesforce account and import data using any method – from existing reports, objects and fields, or custom SOQL queries. All import types support automated scheduling.
Step 2. Click the refresh icon on your import.
Look for the refresh button in your imported data range. This opens the refresh options where you can configure both manual and automated updates.
Step 3. Select “Schedule refresh” and choose your timing.
Pick from hourly intervals (1, 2, 4, or 8 hours), daily refreshes at specified times, or weekly refreshes on multiple selected days. All scheduling is timezone-based on your preferences.
Step 4. Enable notifications for refresh status.
Set up email or Slack alerts to get notified when refreshes complete successfully or encounter issues. This keeps you informed without having to check manually.
Step 5. Use advanced features for complex workflows.
Try “Refresh All” to update multiple Salesforce imports simultaneously, or set up dynamic filters that point to cell values for automatic query updates based on changing criteria.
Keep your Salesforce data current automatically
Manual refresh requirements slow down decision-making and create data gaps. Coefficient’s automated scheduling ensures your Salesforce data stays current without disrupting your workflow. Start setting up reliable automated refreshes today.
