How to Import Contact History Report from Salesforce into Excel

Tracking contact history in Salesforce provides valuable insights into customer interactions and relationship development. But analyzing this data directly in Excel gives you more flexibility for custom reporting and sharing insights across teams.

In this guide, we’ll show you how to import your Salesforce Contact History report into Excel using Coefficient, eliminating manual exports and keeping your data fresh.

Step-by-Step Guide to Importing Salesforce Contact History Report into Excel

Step 1: Install Coefficient and Connect to Salesforce

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

Step 2: Import the Contact History Report

1. In the Coefficient sidebar, select “Import from Reports”
2. Browse or search for “Contact History” in the list of available reports
3. Preview the report data to ensure it contains the information you need
4. Select the destination cell in your Excel spreadsheet where you want the data to appear
5. Click “Import” to bring the Contact History report data into Excel

Step 3: Set Up Auto-Refresh (Optional)

1. In the Coefficient sidebar, find your imported Contact History report
2. Click on the three-dot menu next to the import and select “Schedule Refresh”
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

Available Salesforce Reports and Objects

Coefficient allows you to import various Salesforce reports and objects beyond just Contact History. Here’s a list of what’s available:

Frequently Asked Questions

By following this guide, you can seamlessly import your Salesforce Contact History report into Excel, enabling more powerful analysis and reporting capabilities. With Coefficient’s auto-refresh feature, you’ll always have the most up-to-date information at your fingertips, eliminating the need for manual exports and ensuring your team has access to accurate contact data.