How to Import Leads by Owner Report from Salesforce into Google Sheets

Tracking lead ownership in Salesforce is crucial for sales teams to manage accountability and performance. But analyzing this data in Google Sheets gives you more flexibility for custom reporting and team collaboration.

In this guide, you’ll learn how to import your Salesforce Leads by Owner report directly into Google Sheets using Coefficient.

Step-by-Step Guide to Import Salesforce Leads by Owner Report

Step 1: Install Coefficient and Connect to Salesforce

• Open Google Sheets > Extensions > Add-ons > Get add-ons > Search for “Coefficient” > Install
• Once installed, open Coefficient from Extensions > Coefficient > Launch
• In the Coefficient sidebar, click “Import Data”
• Select “Salesforce” from the list of available connectors
• Follow the authentication prompts to connect your Salesforce account

Step 2: Import the Leads by Owner Report

• In the Coefficient sidebar, select “Import from Salesforce”
• Click on “Reports” to view available Salesforce reports
• Search for or scroll to find “Leads by Owner” in the list
• Select the report and click “Next”
• Choose any specific columns you want to import or select all
• Apply any filters if needed (e.g., date range, lead status)
• Click “Import” to bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

• With your data imported, click on the “⟳” refresh icon in the Coefficient data table
• Select “Schedule Refresh” to set up automatic updates
• Choose your preferred frequency (hourly, daily, weekly)
• Set specific times and days for the refresh to occur
• Click “Save” to activate the auto-refresh schedule

Now your Salesforce Leads by Owner report data will be available in Google Sheets, with the option to automatically refresh based on your schedule. This allows your team to analyze lead distribution, track ownership changes, and measure performance without manual exports.

Available Salesforce Reports and Objects

Frequently Asked Questions