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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 get refresh buttons for Salesforce data in Excel without coding VBA REST API calls. Modern integration tools provide multiple refresh options that are more reliable than custom implementations.
Here’s how to set up refresh controls that handle API calls, error management, and data formatting automatically.
Add Salesforce refresh buttons to Excel using Coefficient
Coefficient provides superior refresh capabilities compared to custom VBA buttons. Instead of coding manual refresh logic that handles API calls and JSON parsing, you get multiple refresh options built-in. The Salesforce connector includes automatic error handling for API failures, rate limiting, and authentication expiration that would require extensive VBA development.
How to make it work
Step 1. Import your Salesforce data.
Connect to Salesforce through Coefficient and import your records using existing reports, custom field selections, or SOQL queries. Each import automatically gets refresh controls added to your worksheet.
Step 2. Use the on-sheet refresh button.
Coefficient automatically adds a refresh button to your imported data ranges. Click this button to pull the latest Salesforce records without any VBA coding. The button handles authentication, API calls, and data updates seamlessly.
Step 3. Access sidebar refresh controls.
Open the Coefficient sidebar for quick access to refresh specific imports. You can refresh individual data sets or use “Refresh All” to update multiple Salesforce imports simultaneously across your workbook.
Step 4. Set up automated refreshes.
Schedule automatic refreshes at hourly intervals (1, 2, 4, or 8 hours), daily, or weekly. This eliminates the need for manual button clicks while ensuring your Salesforce data stays current without any intervention.
Get reliable Salesforce refreshes without coding
Skip the complexity of building VBA REST API refresh buttons. Coefficient handles all the technical challenges while providing more robust refresh options than custom implementations. Start your free trial and add refresh controls to your Salesforce data today.
