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“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.”
Tracking campaign performance is crucial for marketing teams. By importing Salesforce Campaign Member data into Google Sheets, you can create custom reports, analyze campaign effectiveness, and share insights with stakeholders.
This guide shows you how to establish a live connection between Salesforce and Google Sheets to keep your campaign data current and actionable.
TLDR
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Step 1:
Install Coefficient from Google Workspace Marketplace and connect to Salesforce
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Step 2:
Use the Coefficient sidebar to select Import from… and choose Salesforce
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Step 3:
Select Objects & Fields and choose Campaign Member object
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Step 4:
Select the fields you want to import and apply any filters
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Step 5:
Set up auto-refresh to keep your data updated automatically
Step-by-Step Guide to Import Salesforce Campaign Member Data
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 Google Workspace Marketplace
- Once installed, open Coefficient from Extensions > Coefficient > Launch
- In the Coefficient sidebar, click “Import from…”
- Select “Salesforce” from the list of available connectors
- Follow the authentication prompts to connect your Salesforce account
Step 2: Import Campaign Member Data
- In the Coefficient sidebar, select “Objects & Fields” under the Salesforce import options
- From the list of available objects, find and select “Campaign Member”
- Choose the fields you want to import (e.g., First Name, Last Name, Status, Campaign Name, etc.)
- Apply any filters to narrow down your data (optional)
- Click “Import” to bring the data into your Google Sheet
Step 3: Set Up Auto-Refresh (Optional)
- Click on the Coefficient icon in your sheet where the data was imported
- Select “Schedule Refresh”
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set the specific time and days for the refresh
- Click “Save” to activate automatic updates
With auto-refresh enabled, your Campaign Member data will stay up-to-date without manual intervention, ensuring your reports and analyses always reflect the latest information from Salesforce.
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
- Opportunities by Stage
Objects
- Account
- Campaign
- Campaign Member
- Contact
- Event
- Lead
- Opportunity
- Opportunity Snapshot
- Task
- User
- Custom Objects
Analyzing Your Campaign Member Data in Google Sheets
Once you’ve imported your Campaign Member data, you can leverage Google Sheets’ functionality to create insightful analyses:
- Use pivot tables to summarize campaign response rates by status
- Create charts to visualize campaign performance over time
- Set up conditional formatting to highlight high-performing campaigns
- Combine with other data sources for comprehensive marketing analytics
The real-time connection ensures your analyses are always based on current data, eliminating the need for manual exports and updates.
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Frequently Asked Questions
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How to get Campaign Member data from Salesforce?
You can get Campaign Member data from Salesforce through several methods:
- Export reports manually as CSV files
- Use the Salesforce Data Export service
- Utilize the Salesforce API with custom code
For a simpler solution, Coefficient connects directly to Salesforce and imports Campaign Member data into Google Sheets with just a few clicks.
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How do I get a list of Campaign Members in Salesforce?
In Salesforce, navigate to the Campaigns tab, select a specific campaign, and click on the “Campaign Members” related list to view all members. You can also create custom reports using the Campaign Member object.With Coefficient, you can import this list directly into Google Sheets and apply custom filters to get exactly the data you need without navigating through Salesforce.
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How to automate importing Salesforce Campaign Member data to Google Sheets daily?
To automate daily imports:
- Set up your initial import using Coefficient
- Click on the Coefficient icon in your sheet
- Select “Schedule Refresh” and choose “Daily”
- Set your preferred time
Coefficient will automatically refresh your Campaign Member data every day at your specified time.
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How do I download Campaign Member data from Salesforce?
To download Campaign Member data from Salesforce:
- Create a Campaign Member report
- Click “Export Details” and choose your file format
- Save the file to your computer
Coefficient eliminates these manual steps by creating a direct connection between Salesforce and Google Sheets, keeping your data fresh without downloads.
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How to send email alerts about Campaign Member data from Salesforce?
Traditional methods require creating Salesforce reports, scheduling them, and configuring email deliveries. With Coefficient, you can:
- Import Campaign Member data to Google Sheets
- Click “Automations” in the Coefficient sidebar
- Select “Email Reports” and configure triggers
- Choose recipients and customize your message
This sends automatic alerts when your campaign data meets specific conditions.
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