How to Import Contact Data from Salesforce into Excel

Managing Salesforce Contact data in Excel gives sales and operations teams the flexibility to analyze, manipulate, and share customer information more effectively. But manually exporting this data is time-consuming and creates outdated spreadsheets.

This guide shows you how to create a live connection between Salesforce and Excel that automatically updates your contact data.

Step-by-Step Guide to Importing Salesforce Contact Data into Excel

Step 1: Install Coefficient and Connect to Salesforce

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, click on the Coefficient icon in your Excel ribbon
6. In the Coefficient sidebar, click “Import Data”
7. Select “Salesforce” from the list of available connectors
8. Log in with your Salesforce credentials when prompted

Step 2: Import Contact Data from Salesforce

1. In the Coefficient sidebar, select “Import from Objects & Fields”
2. From the list of available objects, select “Contact”
3. Choose the specific fields you want to import (e.g., First Name, Last Name, Email, Phone, Account Name)
4. Apply any filters if needed (e.g., only active contacts or contacts from specific accounts)
5. Click “Import” to bring your Contact data into Excel

Step 3: Set Up Auto-Refresh (Optional)

1. With your imported data selected, click on “Automations” in the Coefficient sidebar
2. Select “Auto-refresh” to set up automatic data updates
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Click “Save” to activate the auto-refresh schedule

Your Salesforce Contact data will now be available in Excel and will update automatically according to your schedule. This ensures you’re always working with the most current information without manual exports.

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 Contact data and Excel. This integration eliminates manual exports, ensures data accuracy, and saves valuable time for your team. With Coefficient’s auto-refresh capabilities, you’ll always have the most up-to-date contact information at your fingertips.