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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.”
Importing Salesforce Account data into Google Sheets lets you analyze customer information, build custom reports, and share insights across your team. But manual exports quickly become outdated.
This guide shows you how to create a live connection between Salesforce and Google Sheets that automatically refreshes your Account data.
TLDR
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Step 1:
Install Coefficient from the Google Workspace Marketplace
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Step 2:
Connect to your Salesforce account
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Step 3:
Select Import from Objects and choose Account
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Step 4:
Configure your data fields and import
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Step 5:
Set up auto-refresh to keep your data current
How to Import Salesforce Account Data into Google Sheets
Step 1: Install Coefficient and Connect to Salesforce
- Open your Google Sheet
- Click on Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install it from the Google Workspace Marketplace
- Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
- In the sidebar, click “Import Data”
- Select “Salesforce” from the list of available connectors
- Follow the authentication prompts to connect your Salesforce account
Step 2: Import Account Data from Salesforce
- In the Coefficient sidebar, select “Import from Objects”
- 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 Account data into your Google Sheet
Step 3: Set Up Auto-Refresh (Optional)
- With your data imported, click on the “⟳” refresh icon in the Coefficient data block
- Select “Schedule Refresh”
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set the specific time and days for the refresh to occur
- Click “Save” to activate the auto-refresh schedule
That’s it! Your Salesforce Account data is now in Google Sheets and can be automatically refreshed on your schedule. You can now analyze, filter, and create visualizations with your data without manual exports.
Available Salesforce Data in Coefficient
Coefficient allows you to import various types of data from Salesforce. Here’s what’s available:
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
Objects
- Account
- Campaign
- Campaign Member
- Contact
- Event
- Lead
- Opportunity
- Opportunity Snapshot
- Task
- User
- Custom Objects
Frequently Asked Questions
By following this guide, you can easily import and maintain up-to-date Salesforce Account data in Google Sheets. This integration enables your team to build custom reports, analyze customer information, and make data-driven decisions without the hassle of manual exports.
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.
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