How to Import Contact Data from Salesforce into Google Sheets

Managing Salesforce Contact data in Google Sheets gives teams the flexibility to analyze customer information alongside other business data. But manually exporting this information is time-consuming and creates outdated snapshots.

In this guide, you’ll learn how to import Salesforce Contact data directly into Google Sheets and keep it automatically updated.

Step-by-Step Guide to Importing Salesforce Contact Data

Step 1: Install Coefficient and Connect to Salesforce

First, you’ll need to install the Coefficient add-on and connect it to your Salesforce account:

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

Step 2: Import Contact Data from Salesforce

Now that you’re connected, you can import your Contact data:

1. In the Coefficient sidebar, with Salesforce selected, click on “Objects & Fields”
2. From the list of available objects, select “Contact”
3. Choose the specific Contact fields you want to import (e.g., First Name, Last Name, Email, Phone, Account Name, etc.)
4. Apply any filters if you want to narrow down the data (optional)
5. Click “Import” to bring the Contact data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

To keep your Contact data up-to-date automatically:

1. In your Google Sheet, click on the Coefficient data cell (where your imported data begins)
2. Open the Coefficient sidebar and click on the “Auto-refresh” button
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

Now your Salesforce Contact data will automatically update in your Google Sheet according to your schedule, ensuring you always have the most current information for analysis and reporting.

Additional Tips for Working with Salesforce Contact Data in Google Sheets

Once you’ve imported your Contact data, you can:

• Create pivot tables to analyze Contact distribution by Account, Owner, or other attributes
• Build charts and visualizations to represent your Contact data
• Use Google Sheets formulas to perform calculations and derive insights
• Share your sheet with team members for collaborative analysis
• Set up Coefficient alerts to notify you of important changes in your Contact data

Conclusion

Importing Salesforce Contact data into Google Sheets doesn’t have to be a manual, time-consuming process. With Coefficient, you can create a live connection that keeps your Contact information up-to-date automatically.

This approach not only saves time but also ensures that your team is always working with the most current data for analysis, reporting, and decision-making.

Ready to streamline your Salesforce Contact data management? Install Coefficient from the Google Workspace Marketplace today and transform how you work with your CRM data.