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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 forces you to use the “Printable View” option, which only exports visible records on the current page and requires manual formatting afterward.
Here’s how to bypass report creation entirely and export your filtered list view data directly to Excel with better field selection and filtering options.
Export list view data directly from objects using Coefficient
Coefficient connects directly to Salesforce objects without requiring report creation first. You can select any standard or custom object, choose specific fields, and apply the same filters from your list view using AND/OR logic.
How to make it work
Step 1. Connect to Salesforce and select “From Objects & Fields”
Open Coefficient in Excel and authenticate your Salesforce connection. Choose “From Objects & Fields” instead of “From Existing Report” to bypass the report requirement completely.
Step 2. Choose your object and select fields
Select the same object your list view uses (Accounts, Contacts, Opportunities, etc.). You’ll see all available fields, including custom fields that might not be visible in your original list view.
Step 3. Replicate your list view filters
Use Coefficient’s filtering options to match your list view criteria. You can filter by Number, Text, Date, Boolean, and Picklist fields with AND/OR logic. For example, filter Opportunities where Stage equals “Closed Won” AND Close Date is within the last 30 days.
Step 4. Set up dynamic filters for flexibility
Point your filters to specific cells in your spreadsheet. This lets you change filter values without editing the import settings each time. Just update the cell value and refresh your data.
Step 5. Import and refresh as needed
Your data imports directly into Excel with all the fields and filtering you specified. Set up automatic refreshes to keep your data current without manual exports.
Skip the export hassle entirely
This approach gives you more control than Salesforce’s limited printable view exports while eliminating the need to create reports first. Try Coefficient to streamline your Salesforce data exports.
