How to Import Campaign Member Data from Salesforce into Excel

Tracking campaign performance in Salesforce is crucial for marketing teams, but analyzing Campaign Member data directly in Excel provides greater flexibility and reporting capabilities.

With Coefficient, you can create a live connection between Salesforce and Excel, eliminating manual exports and ensuring your data stays current.

Step-by-Step Guide to Importing Salesforce Campaign Member Data into Excel

Step 1: Install Coefficient and Connect to Salesforce

Before importing Campaign Member data, you’ll need to install the Coefficient add-in and connect it to your Salesforce account:

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

Step 2: Import Campaign Member Data

Now that you’re connected to Salesforce, you can import Campaign Member data:

1. In the Coefficient sidebar, select “Import from Salesforce”
2. Choose “Import from Objects & Fields” from the available options
3. In the object selection dropdown, search for and select “Campaign Member”
4. Choose the fields you want to import (e.g., Name, Status, Campaign Name, Contact, Lead, etc.)
5. Apply any filters if needed to narrow down your data set
6. Click “Import” to bring the data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Campaign Member data stays up-to-date, set up an automatic refresh schedule:

1. In the Coefficient sidebar, click on the three dots (…) next to your imported data
2. Select “Schedule Refresh” from the dropdown menu
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set the specific time and days for the refresh to occur
5. Click “Save” to activate the auto-refresh schedule

Available Salesforce Data in Coefficient

Coefficient allows you to import various types of data from Salesforce. Here’s a breakdown of the reports and objects you can access:

Frequently Asked Questions

By following this guide, you can seamlessly import Salesforce Campaign Member data into Excel, enabling more powerful analysis and reporting capabilities for your marketing team. With Coefficient’s auto-refresh feature, you can ensure your data stays current without manual intervention, saving time and improving decision-making.