How to Import Campaign Data from Salesforce into Google Sheets

Marketing teams need quick access to Salesforce Campaign data to track performance and make informed decisions. Importing this data into Google Sheets allows for collaborative analysis and custom reporting without the constraints of Salesforce’s native interface.

This guide will show you how to create a live connection between your Salesforce Campaign data and Google Sheets using Coefficient.

Step-by-Step Guide to Importing Salesforce Campaign Data

Step 1: Install Coefficient and Connect to Salesforce

• Open Google Sheets > Extensions > Add-ons > Get add-ons > Search for “Coefficient” > Install
• Once installed, open Coefficient from Extensions > Coefficient > Launch
• In the Coefficient sidebar, click “Import Data”
• Select “Salesforce” from the list of available connectors
• Follow the authentication prompts to connect your Salesforce account

Step 2: Import Campaign Object Data

• In the Coefficient sidebar, select “Import from Objects”
• From the list of available objects, find and select “Campaign”
• Choose the specific fields you want to import (e.g., Campaign Name, Type, Status, Start Date, End Date, Budget, etc.)
• Apply any filters if needed to narrow down the data (e.g., only active campaigns or campaigns from a specific time period)
• Click “Import” to bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

• To keep your Campaign data up-to-date, click on the “⟳” refresh icon in the Coefficient data cell
• Select “Schedule Refresh” to set up automatic updates
• Choose your preferred frequency (hourly, daily, weekly)
• You can also set up conditional alerts to notify you when specific data changes

Available Salesforce Data in Coefficient

Coefficient allows you to import various types of data from Salesforce. Here’s what you can access:

Frequently Asked Questions

By following this guide, you can create a seamless connection between your Salesforce Campaign data and Google Sheets. This integration enables your marketing team to build custom reports, analyze campaign performance, and share insights across your organization—all while maintaining a single source of truth with automatically refreshed data.