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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.”
Daily Salesforce report downloads waste 15-30 minutes every morning on repetitive tasks. You navigate reports, wait for exports, download files, and import data into Excel just to get information that’s already outdated by the time you finish.
Here’s how to eliminate the download process entirely by connecting Excel directly to live Salesforce data that updates automatically.
Create direct live connections using Coefficient
Coefficient establishes direct connections between Salesforce and Salesforce that eliminate the export-download-import cycle. Access current data instantly through API connections rather than static file transfers.
How to make it work
Step 1. Connect to any Salesforce report or object.
Import existing Salesforce reports directly into Excel or build custom queries from standard and custom objects. Access comprehensive data including related object fields through lookup relationships without manual report building.
Step 2. Set up automatic refresh schedules.
Configure daily, hourly, or weekly refresh timing based on your reporting needs. Updates happen automatically in the background, ensuring Excel always contains current Salesforce data without manual intervention.
Step 3. Apply complex filtering directly in Excel.
Use AND/OR logic filters to refine data without modifying Salesforce reports. Dynamic filters allow pointing to cell values for flexible data selection that adapts to changing criteria without editing import settings.
Step 4. Build analysis on live data.
Create pivot tables, charts, and dashboards using the imported Salesforce data. Since connections remain active, your Excel analysis automatically incorporates new records and field updates from Salesforce.
Step 5. Handle multiple data sources efficiently.
Connect to several Salesforce reports or objects within the same Excel workbook. Use synchronized refresh timing to update all data sources simultaneously, creating comprehensive dashboards without individual file management.
Transform Excel into a real-time Salesforce window
Direct live connections make Excel a dynamic interface to current Salesforce data, eliminating download bottlenecks that limit reporting frequency and data freshness. Connect directly to live data and focus on insights instead of file management.
