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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 extract all record IDs from Salesforce reports without the tedious export-to-Excel process by using automated data integration that pulls IDs directly into Salesforce spreadsheets with live connectivity.
This approach eliminates manual downloads and gives you real-time access to record IDs that automatically update when your report data changes.
Skip the export process with automated ID extraction using Coefficient
Coefficient connects your Salesforce reports directly to Google Sheets or Excel, automatically importing all record IDs along with other report data. Instead of manually exporting files, you get live data that refreshes on your schedule.
How to make it work
Step 1. Connect your Salesforce org to Coefficient and import your report.
After installing Coefficient, select “Import from Existing Report” and choose your target report. The import automatically includes all fields, with record IDs typically appearing in the first column of your spreadsheet.
Step 2. Set up automated refreshes to keep your ID list current.
Configure scheduled refreshes (hourly, daily, or weekly) so your extracted IDs stay up-to-date without any manual intervention. This ensures you’re always working with the latest Salesforce data.
Step 3. Use spreadsheet formulas to isolate and clean your ID list.
Create a dedicated column containing only the record IDs using formulas like =UNIQUE() to eliminate duplicates. You can also use filtering functions to extract IDs that meet specific criteria.
Get live ID extraction that beats manual exports
This automated approach maintains live connectivity to your Salesforce data and eliminates the manual export routine entirely. Start extracting record IDs automatically and save hours of repetitive work.
