)
Written by
Table of Contents
“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.”
Importing Salesforce Account data into Excel helps sales and operations teams analyze customer information more effectively. Instead of tedious manual exports, you can establish a live connection that keeps your data current.
TLDR
-
Step 1:
Install Coefficient from the Office Add-ins store
-
Step 2:
Connect to your Salesforce account
-
Step 3:
Select Account object from the Objects list
-
Step 4:
Choose the fields you want to import
-
Step 5:
Set up auto-refresh to keep data updated automatically
Step-by-Step Guide to Import Salesforce Account Data into Excel
Step 1: Install Coefficient and Connect to Salesforce
- Open Excel and navigate to the Insert tab
- Click on “Get Add-ins” in the ribbon
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install Coefficient
- Once installed, open the Coefficient sidebar by clicking on the Coefficient icon
- Click “Import Data” to begin
- Select “Salesforce” from the list of available connectors
- Log in with your Salesforce credentials when prompted
Step 2: Select and Import Account Data
- In the Coefficient sidebar, select “Import from Objects & Fields”
- From the list of available objects, select “Account”
- Choose the specific Account fields you want to import (e.g., Account Name, Industry, Annual Revenue, etc.)
- Apply any filters if needed to narrow down the data
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
- With your data imported, click on the “Refresh” dropdown in the Coefficient sidebar
- Select “Schedule Refresh” to set up automatic updates
- Choose your preferred frequency (hourly, daily, weekly)
- Set the specific time for the refresh to occur
- Click “Save” to confirm your auto-refresh settings
Now your Excel spreadsheet will automatically update with the latest Salesforce Account data according to your schedule, eliminating the need for manual exports.
Available Salesforce Data in Coefficient
Coefficient allows you to import various types of data from Salesforce. Here’s what you can access:
Reports
- Opportunity Pipeline
- Leads by Source
- Leads by Owner
- Converted Leads
- Open Leads
- Leads with No Activities
- Recently Created Leads
- Recently Modified Leads
- Account History
- Contact History
- Opportunities by Owner
- Opportunities by Stage
Objects
- Account
- Campaign
- Campaign Member
- Contact
- Event
- Lead
- Opportunity
- Opportunity Snapshot
- Task
- User
- Custom Objects
Related Salesforce Use Cases
How to Import Account History Report from Salesforce into Excel
Learn how to seamlessly import Salesforce Account History reports into Excel using Coefficient. This step-by-step guide shows you how to set up live data connections, automate refreshes, and analyze your account data effectively.
How to Import Account Data from Salesforce into Excel
Learn how to seamlessly import Salesforce Account data into Excel using Coefficient. This step-by-step guide shows you how to create live, auto-updating reports without manual exports.
How to Import Account History Report from Salesforce into Google Sheets
Learn how to import Salesforce Account History reports into Google Sheets using Coefficient for real-time data analysis, automated refreshes, and seamless reporting.
Frequently Asked Questions
-
How to get Account data from Salesforce?
To get Account data from Salesforce, you can use the native export feature by going to the Accounts tab, creating a list view with your desired filters, and clicking “Export.” This creates a CSV file with your account data.For a more efficient solution, Coefficient connects directly to Salesforce and imports Account data into Excel with just a few clicks, keeping it automatically updated.
-
How do I get a list of Accounts in Salesforce?
In Salesforce, navigate to the Accounts tab and use list views to filter accounts based on your criteria. You can create custom list views by clicking the gear icon and selecting “New.”With Coefficient, you can import a complete list of Salesforce Accounts directly into Excel and apply any filters you need within the spreadsheet environment.
-
How do I import Account from Excel to Salesforce?
- Prepare your Excel file with the correct column headers matching Salesforce fields
- In Salesforce, go to Setup > Data Management > Data Import Wizard
- Select “Accounts and Contacts” and follow the prompts
Coefficient simplifies this process with a two-way sync that lets you update Salesforce Accounts directly from Excel with just a few clicks.
-
How do I update Account from Excel to Salesforce?
Traditionally, you’d need to export your data, make changes in Excel, then use Salesforce’s Data Loader or Import Wizard to update records, which is time-consuming and error-prone.Coefficient offers a simpler approach with its “Export to Salesforce” feature, allowing you to make changes in Excel and push them directly back to Salesforce with field mapping and validation.
-
How to automate importing Salesforce Account to Excel daily?
Without specialized tools, you’d need to manually export data daily or create custom scripts using Salesforce API, both requiring technical expertise.Coefficient provides built-in automation that refreshes your Salesforce Account data in Excel on a schedule you define – hourly, daily, or weekly – ensuring you always have the most current information.
Trusted By Over 50,000 Companies
