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Salesforce Custom Objects contain vital business data unique to your organization. Getting this data into Excel enables deeper analysis, custom reporting, and integration with other business metrics.
This guide shows you how to import Custom Objects data from Salesforce to Excel using Coefficient, eliminating manual exports and ensuring your data stays current.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect your Salesforce account to Coefficient
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Step 3:
Select Import from Objects and choose your Custom Object
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Step 4:
Configure fields, filters, and import your data
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Step 5:
Set up auto-refresh to keep data updated automatically
Step-by-Step Guide to Importing Salesforce Custom Objects into Excel
Step 1: Install Coefficient and Connect to Salesforce
- Open Excel and navigate to the Insert tab
- Click on “Get Add-ins” in the ribbon
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install Coefficient
- Once installed, click on the Coefficient icon in your Excel ribbon
- In the Coefficient sidebar, select “Import Data”
- Choose “Salesforce” from the list of available connectors
- Log in with your Salesforce credentials when prompted
Step 2: Import Custom Objects Data
- In the Coefficient sidebar, select “Import from Objects”
- Browse through the list of available objects or use the search bar to find your Custom Object
- Select the Custom Object you want to import
- Choose the specific fields you want to include in your import
- Apply any filters to narrow down the data (optional)
- Click “Import” to bring the data into your Excel spreadsheet
Step 3: Set Up Auto-Refresh (Optional)
- With your data imported, click on the “Schedule Refresh” button in the Coefficient sidebar
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific times for the refresh to occur
- Click “Save” to activate the auto-refresh schedule
Now your Salesforce Custom Objects data will automatically update in Excel according to your schedule, ensuring you always have the most current information for analysis and reporting.
Available Salesforce Reports and Objects
Salesforce offers a wide range of standard reports and objects, in addition to your custom objects. Here’s what you can import using Coefficient:
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
Conclusion
By following this guide, you can easily import your Salesforce Custom Objects data into Excel using Coefficient. This integration eliminates manual exports, ensures data accuracy, and saves valuable time through automated refreshes. Start analyzing your custom Salesforce data in Excel today!
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Frequently Asked Questions
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How to get Custom Objects from Salesforce?
To get Custom Objects from Salesforce, you can use the Salesforce Data Export service, which allows weekly or monthly exports. You can also use the Data Loader tool for more frequent exports, or the Salesforce API for programmatic access.For a simpler solution, Coefficient connects directly to Salesforce and lets you import Custom Objects data into Excel with just a few clicks, plus it keeps your data automatically updated.
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How do I get a list of Custom Objects in Salesforce?
In Salesforce, navigate to Setup > Object Manager to view all objects. Custom Objects are marked with a custom icon and typically end with “__c” in their API names.With Coefficient, you can see all available Custom Objects directly in the import interface when connecting to Salesforce, making it easy to find and select the objects you need without switching between platforms.
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How do I import Custom Objects from Excel to Salesforce?
To import Custom Objects from Excel to Salesforce, you typically need to save your Excel file as a CSV, then use Salesforce Data Import Wizard or Data Loader to upload it. This requires mapping fields and following specific formatting requirements.Coefficient simplifies this process with its two-way sync feature, allowing you to push Excel data back to Salesforce Custom Objects with proper field mapping and validation built-in.
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How do I update Custom Objects from Excel to Salesforce?
Updating Custom Objects from Excel to Salesforce traditionally requires exporting data as CSV, using Data Loader with the “update” function, and ensuring your file includes record IDs for matching.Coefficient streamlines this process with its “Export to Salesforce” feature, which lets you update Custom Objects directly from Excel. Simply select the object, map your columns, and Coefficient handles the rest.
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How do I download Custom Objects data from Salesforce?
To download Custom Objects data from Salesforce, you can run a report filtered for that object and export to Excel/CSV, use Data Loader for larger datasets, or create a custom report type.Coefficient provides a more efficient solution by directly importing Custom Objects data into Excel with all fields and relationships intact, plus it maintains a live connection that can refresh automatically.
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