How to Import Salesforce Event Data into Google Sheets

Tracking Salesforce Events in Google Sheets helps sales teams monitor activities, analyze engagement patterns, and improve follow-up processes. But manually exporting this data is time-consuming and quickly becomes outdated.

In this guide, you’ll learn how to create a live connection between Salesforce Events and Google Sheets that updates automatically.

Step-by-Step Guide to Importing Salesforce Event Data

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 the Google Workspace Marketplace
4. Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
5. In the sidebar, click “Import Data”
6. Select “Salesforce” from the list of available connectors
7. Follow the authentication prompts to connect your Salesforce account

Step 2: Import Event Data from Salesforce

Now that you’re connected, you can import Event data:

1. In the Coefficient sidebar, select “Import from Salesforce”
2. Choose “Import from Objects & Fields” (not Reports)
3. From the list of available objects, select “Event”
4. Choose the fields you want to import (Subject, StartDateTime, EndDateTime, Description, Location, etc.)
5. Apply any filters if needed (e.g., filter by date range or specific event types)
6. Click “Import” to bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

To keep your Event data current without manual updates:

1. In the Coefficient data panel, click on the “Auto-refresh” button
2. Choose your preferred refresh frequency (hourly, daily, weekly)
3. Set specific times for the refresh to occur
4. Click “Save” to activate automatic updates

With auto-refresh enabled, your Salesforce Event data will stay current in Google Sheets without any manual intervention, ensuring your team always has the latest information.

Available Salesforce Reports and Objects 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 Event data and Google Sheets. This integration enables your team to analyze event patterns, track sales activities, and improve follow-up processes—all with data that stays fresh through automatic updates.