How to Import Custom Objects Data from Salesforce into Excel

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.

Step-by-Step Guide to Importing Salesforce Custom Objects 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, select “Import Data”
7. Choose “Salesforce” from the list of available connectors
8. Log in with your Salesforce credentials when prompted

Step 2: Import Custom Objects Data

1. In the Coefficient sidebar, select “Import from Objects”
2. Browse through the list of available objects or use the search bar to find your Custom Object
3. Select the Custom Object you want to import
4. Choose the specific fields you want to include in your import
5. Apply any filters to narrow down the data (optional)
6. Click “Import” to bring the data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

1. With your data imported, click on the “Schedule Refresh” button in the Coefficient sidebar
2. Choose your preferred refresh frequency (hourly, daily, weekly)
3. Set specific times for the refresh to occur
4. 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:

Frequently Asked Questions

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!