How to Import Campaign Member Data from Salesforce into Google Sheets

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.

Step-by-Step Guide to Import Salesforce Campaign Member Data

Step 1: Install Coefficient and Connect to Salesforce

1. Open your Google Sheet
2. Click on Extensions > Add-ons > Get add-ons
3. Search for “Coefficient” and install it from Google Workspace Marketplace
4. Once installed, open Coefficient from Extensions > Coefficient > Launch
5. In the Coefficient sidebar, click “Import from…”
6. Select “Salesforce” from the list of available connectors
7. Follow the authentication prompts to connect your Salesforce account

Step 2: Import Campaign Member Data

1. In the Coefficient sidebar, select “Objects & Fields” under the Salesforce import options
2. From the list of available objects, find and select “Campaign Member”
3. Choose the fields you want to import (e.g., First Name, Last Name, Status, Campaign Name, etc.)
4. Apply any filters to narrow down your data (optional)
5. Click “Import” to bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

1. Click on the Coefficient icon in your sheet where the data was imported
2. Select “Schedule Refresh”
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set the specific time and days for the refresh
5. 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.

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.