How to Import Custom Objects Data from Salesforce into Google Sheets

Salesforce Custom Objects contain vital business data unique to your organization. Getting this data into Google Sheets enables better analysis, reporting, and sharing with stakeholders who don’t have Salesforce access.

This guide will show you how to create a live connection between your Salesforce Custom Objects and Google Sheets.

Step-by-Step Guide to Importing Salesforce Custom Objects into Google Sheets

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 Google Workspace Marketplace
4. Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
5. 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 Custom Objects Data

Now that you’re connected, you can import data from your Custom Objects:

1. In the Coefficient sidebar, select “Import from Salesforce”
2. Click on “Objects & Fields” to access all available Salesforce objects
3. Scroll down to find your Custom Objects (they typically have “__c” in their API names)
4. Select the Custom Object you want to import
5. Choose the specific fields you want to include in your import
6. Apply any filters to narrow down the data (optional)
7. Click “Import” to bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

To keep your data fresh without manual updates:

1. Click on the Coefficient icon next to your imported data
2. Select “Schedule Refresh”
3. Choose your preferred refresh frequency (hourly, daily, weekly, etc.)
4. Set specific times for the refresh to occur
5. Click “Save” to activate the auto-refresh schedule

With auto-refresh enabled, your Google Sheet will always contain the most up-to-date information from your Salesforce Custom Objects, eliminating the need for manual exports and imports.

Available Salesforce Data in Coefficient

Coefficient allows you to import various types of data from Salesforce. Here’s what’s available:

Frequently Asked Questions

By following this guide, you can create a seamless connection between your Salesforce Custom Objects and Google Sheets, enabling better data analysis and collaboration across your organization. The auto-refresh capability ensures your data stays current, eliminating the need for manual exports and imports.