How to Import Account History Report from Salesforce into Google Sheets

Tracking account history in Salesforce provides valuable insights into customer relationships and business performance. But analyzing this data directly in Salesforce can be limiting.

By importing your Account History report into Google Sheets, you can create custom visualizations, combine it with other data sources, and share insights across your organization.

Step-by-Step Guide to Import Salesforce Account History Report into Google Sheets

Step 1: Install Coefficient and Connect to Salesforce

1. Open Google Sheets and create a new spreadsheet or open an existing one
2. Click on Extensions > Add-ons > Get add-ons
3. Search for “Coefficient” and install it from the Google Workspace Marketplace
4. Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
5. In the sidebar, click “Import Data”
6. Select “Salesforce” from the list of available connectors
7. 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 through the available reports or use the search function to find “Account History”
3. Select the “Account History” report from the list
4. Review the report preview to ensure it contains the data you need
5. Configure any filters if necessary to refine the data
6. Choose your import options (all columns or select specific ones)
7. Click “Import” to bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

1. With your data imported, click on the “⋮” (three dots) menu next to your import in the Coefficient sidebar
2. Select “Schedule Refresh”
3. Choose your preferred refresh frequency (hourly, daily, weekly, etc.)
4. Set specific times for the refresh to occur
5. Click “Save” to activate the auto-refresh schedule

Now your Salesforce Account History report data will be automatically updated in your Google Sheet according to your schedule, ensuring you always have the most current information for analysis and reporting.

Available Salesforce Reports and Objects in Coefficient

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

Frequently Asked Questions

By following this guide, you can seamlessly import your Salesforce Account History report into Google Sheets using Coefficient. This integration enables you to analyze historical account data more effectively, create custom visualizations, and share insights across your organization—all while maintaining a live connection to your Salesforce data.