How to Import Account History Report from Salesforce into Excel

Tracking account history in Salesforce provides valuable insights into customer relationships and business performance. But analyzing this data directly in Excel gives you more flexibility for custom reporting and data visualization.

This guide will show you how to import your Salesforce Account History report into Excel using Coefficient, eliminating manual exports and ensuring your data stays current.

Step-by-Step Guide to Importing Salesforce Account History Reports into Excel

Step 1: Install Coefficient and Connect to Salesforce

1. Open Excel and navigate to the Insert tab in the ribbon
2. Click on “Get Add-ins” to open the Office Add-ins store
3. Search for “Coefficient” and click “Add” to install it
4. Once installed, click on the Coefficient icon in your Excel ribbon to open the sidebar
5. In the sidebar, click “Import Data” and select “Salesforce” from the list of available connectors
6. Follow the authentication prompts to connect your Salesforce account

Step 2: Import the Account History Report

1. In the Coefficient sidebar, select “Import from Reports”
2. Browse or search for “Account History” in the list of available reports
3. Preview the report data to ensure it contains the information you need
4. Select the columns you want to import or choose “Select All”
5. Click “Import” to bring the Account History data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

1. In the Coefficient sidebar, click on the imported data source
2. Select “Schedule Refresh” to open the scheduling options
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Click “Save” to activate the auto-refresh schedule

Available Salesforce Reports and Objects

Coefficient allows you to import various Salesforce reports and objects beyond just Account History. Here’s a list of what’s available:

Frequently Asked Questions

By following this guide, you can seamlessly import your Salesforce Account History reports into Excel, enabling more powerful analysis and reporting capabilities. Coefficient eliminates the need for manual exports and ensures your data stays current with automated refreshes.

Start leveraging your Salesforce Account History data in Excel today to gain deeper insights into customer relationships and account performance.