How to Import Salesforce Event Data into Excel

Tracking Salesforce Events in Excel gives sales teams better visibility into customer interactions and team activities. But manually exporting this data is time-consuming and quickly becomes outdated.

With Coefficient, you can create a live connection between Salesforce and Excel that automatically refreshes your Event data.

Step-by-Step Guide to Importing Salesforce Event Data 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, open the Coefficient sidebar by clicking on the Coefficient icon in the ribbon
6. Click “Import Data” in the sidebar
7. Select “Salesforce” from the list of available connectors
8. Follow the authentication prompts to connect your Salesforce account

Step 2: Import Event Data from Salesforce

1. In the Coefficient sidebar, select “Import from Salesforce”
2. Choose “Objects & Fields” from the import options
3. Scroll through the list of available objects or use the search bar to find “Event”
4. Select “Event” from the list of objects
5. Choose the fields you want to import (e.g., Subject, StartDateTime, EndDateTime, Description, Location, WhoId, WhatId)
6. Apply any filters if needed (e.g., filter by date range or specific event types)
7. Click “Import” to bring the data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

1. With your Event data imported, click on the “Auto-refresh” button in the Coefficient sidebar
2. Choose your preferred refresh frequency (hourly, daily, weekly)
3. Select the specific days and times for the refresh to occur
4. Click “Save” to activate the auto-refresh schedule

Now your Salesforce Event data will automatically update in Excel according to your schedule, ensuring you always have the most current information without manual exports.

Available Salesforce Reports and Objects

Salesforce offers a wide range of reports and objects that you can import into Excel using Coefficient. Here’s a comprehensive list:

Frequently Asked Questions

By following this guide, you can easily import your Salesforce Event data into Excel using Coefficient. This integration not only saves time but also ensures that your team always has access to the most up-to-date event information for better planning and follow-up.