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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 contact history in Salesforce provides valuable insights into customer interactions and relationship development. By importing this data into Google Sheets, teams can analyze trends, create custom reports, and share insights more effectively.
This guide will show you how to seamlessly import your Salesforce Contact History report into Google Sheets using Coefficient.
TLDR
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Step 1:
Install Coefficient from the Google Workspace Marketplace
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Step 2:
Connect your Salesforce account to Coefficient
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Step 3:
Use the Import feature to select and import the Contact History report
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Step 4:
Configure auto-refresh settings to keep your data current
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Step 5:
Customize your report with Google Sheets formatting and analysis tools
Step-by-Step Guide to Import Salesforce Contact History Report
Step 1: Install Coefficient and Connect to Salesforce
- Open your Google Sheet where you want to import the Contact History report
- Go to Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install it from the Google Workspace Marketplace
- Once installed, open Coefficient from the Extensions menu
- In the Coefficient sidebar, click “Import Data”
- Select “Salesforce” from the list of available connectors
- Follow the authentication prompts to connect your Salesforce account
Step 2: Import the Contact History Report
- In the Coefficient sidebar, select “Import from Reports”
- Browse or search for “Contact History” in the reports list
- Preview the report data to ensure it contains the information you need
- Select the columns you want to import (or choose “Select All”)
- Choose where in your spreadsheet you want the data to appear
- Click “Import” to bring the Contact History data into your Google Sheet
Step 3: Set Up Auto-Refresh (Optional)
- With your imported data selected, click on the Coefficient icon in the sidebar
- Select “Set up auto-refresh” from the options
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Optionally, set up notifications for when data changes
- Click “Save” to activate automatic refreshes
Now your Salesforce Contact History report is successfully imported into Google Sheets and can be automatically refreshed based on your schedule. You can use Google Sheets’ powerful formatting and analysis tools to create custom visualizations and reports from this data.
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:
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
Frequently Asked Questions
Related Salesforce Use Cases
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