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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 list view export creates separate files for each export, making it impossible to combine multiple list views into a single organized Excel workbook without manual file management.
Here’s how to consolidate multiple Salesforce data sources into organized Excel sheets within the same workbook, complete with automated refresh capabilities.
Consolidate multiple data sources into organized workbooks using Coefficient
Coefficient provides elegant solutions for organizing multiple Salesforce data sources within the same Excel workbook. You can create separate imports for each list view equivalent and manage them with coordinated refresh schedules.
How to make it work
Step 1. Create your first import on the main sheet
Start with your primary dataset (like “Opportunities”) using “From Objects & Fields” to replicate your first list view. Apply the appropriate filters and field selections to match your original list view criteria.
Step 2. Add additional imports on separate sheets
Create new tabs in your workbook and set up additional imports for each list view you want to include. For example, add an “Accounts” tab with Account data and a “Leads” tab with Lead data, each with their own filtering criteria.
Step 3. Use descriptive naming for easy navigation
Name your tabs clearly (like “Q4 Opportunities,” “Enterprise Accounts,” “Hot Leads”) so stakeholders can quickly find the data they need. Each import maintains its own field selection and filtering logic.
Step 4. Set up coordinated refresh schedules
Configure individual refresh schedules for each import based on how frequently that data changes, or use “Refresh All” to update all imports simultaneously. This keeps your entire workbook current with minimal effort.
Step 5. Enable snapshots for historical tracking
Set up automatic snapshots to create timestamped copies of your data on separate tabs. You can schedule entire tab snapshots or append specific data to designated locations with retention settings to manage tab count.
Organize all your data in one place
This approach provides far more organization and automation than manually exporting and combining multiple Salesforce list view exports. Try Coefficient to streamline your multi-dataset workflows.
