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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.”
Salesforce’s native Excel integration through Data Export Service imposes significant row limitations and requires manual intervention for datasets exceeding 100,000 rows, creating time-consuming bottlenecks for regular reporting needs.
Here’s how to establish direct, automated connections that handle unlimited data volumes without any manual export steps.
Automate large dataset connections using Coefficient
Coefficient connects directly to Salesforce using REST API and Bulk API, completely bypassing standard export limitations. You can pull complete datasets from any Salesforce report or object without row restrictions, then set up automated refresh schedules that eliminate manual intervention.
How to make it work
Step 1. Install Coefficient add-in for Excel or use the web-based version.
Download the Coefficient Excel add-in from the Microsoft Store or access the web platform. This gives you direct API connectivity to Salesforce without relying on native export functions.
Step 2. Authenticate with your Salesforce account.
Connect your Salesforce credentials to establish API access. Coefficient will automatically handle authentication and maintain the connection for ongoing data pulls.
Step 3. Select your large report or build a custom object query.
Choose from existing Salesforce reports or create custom queries that pull specific fields from multiple objects. There are no row limits imposed during this process.
Step 4. Configure automated refresh schedule.
Set up hourly, daily, or weekly updates without manual intervention. The system handles batch processing automatically, segmenting large datasets for optimal transfer performance.
Step 5. Set up formula auto-fill for calculated columns.
Enable automatic formula application to new rows during refresh. Your Excel formulas will extend to all new data, maintaining calculated fields across unlimited record volumes.
Transform manual exports into automated integration
This approach eliminates the time-consuming cycle of manual exports while providing access to complete datasets regardless of size. Start automating your Salesforce to Excel integration today and maintain data freshness through scheduled updates.
