)
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 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 But manual exports quickly become outdated.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
-
Step 1:
Install Coefficient from the Google Workspace Marketplace
-
Step 2:
Connect to your Salesforce account
-
Step 3:
Select Import from Objects and choose Account
-
Step 4:
Configure your data fields and import
-
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
Get complete list of Salesforce reports with sharing settings in spreadsheet format
Extract Salesforce report sharing configurations and folder permissions to spreadsheets. Automate security audits with comprehensive sharing visibility.
Handle multiple Excel uploads in Aura component with duplicate prevention using unique identifiers in Salesforce
Manage multiple Excel file uploads without complex state management. Learn to prevent duplicates across uploads using unique identifiers in Salesforce.
Handle Salesforce REST API rate limits when refreshing data in Excel
Avoid Salesforce API rate limit errors when refreshing Excel data. Get automatic throttling and intelligent batching without complex VBA rate limiting code.
Frequently Asked Questions
-
How to get Accounts from Salesforce?
You can get Accounts from Salesforce by using the native export feature, which allows you to download a CSV file with your Account data. However, this creates a static snapshot that quickly becomes outdated. Coefficient offers a better solution by creating a live connection that automatically updates your Account data in Google Sheets.
-
How do I get a list of Accounts in Salesforce?
In Salesforce, navigate to the Accounts tab and use list views to see your accounts. You can create custom views with filters to see specific segments. For analysis outside Salesforce, you’ll need to export this data. Coefficient simplifies this by importing your Account list directly into Google Sheets with live updates.
-
How do I import Accounts from Google Sheets to Salesforce?
To import Accounts from Google Sheets to Salesforce, you typically need to format your data correctly, export as CSV, and use Salesforce’s Data Import Wizard. This process is manual and error-prone. With Coefficient’s two-way sync, you can update Salesforce Account data directly from Google Sheets with just a few clicks.
-
How to automate importing Salesforce Account to Google Sheets daily?
To automate daily imports of Salesforce Account data: 1. Use Salesforce’s scheduled reports (limited functionality) 2. Build a custom API integration (requires development) 3. Use Coefficient to set up scheduled refreshes that automatically update your data daily, hourly, or weekly without any coding
-
How to send email alerts about Account data from Salesforce?
You can set up email alerts in Salesforce using workflow rules or process builder, but these have limitations. For more flexible alerts based on your Account data, Coefficient allows you to set up automated email notifications when specific conditions are met in your imported data, such as when account values change or reach certain thresholds.
Trusted By Over 50,000 Companies
