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

Tracking lead sources is crucial for understanding which marketing channels drive the most valuable prospects. But manually exporting Salesforce lead reports is time-consuming and creates outdated data.

This guide shows you how to import your Salesforce Leads by Source report directly into Google Sheets for real-time analysis and collaboration.

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

Step 1: Install Coefficient and Connect to Salesforce

1. Open your Google Sheet
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 Coefficient from Extensions > Coefficient > Launch
5. In the Coefficient 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 the Leads by Source Report

1. In the Coefficient sidebar, select “Import from Salesforce”
2. Click on “Reports” to view available Salesforce reports
3. Find and select “Leads by Source” from the list of reports
4. Preview the data to ensure it contains the information you need
5. Choose your desired location in the spreadsheet
6. Click “Import” to bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

1. With your imported data selected, click on the Coefficient icon in the sidebar
2. Select “Schedule Refresh” from the options
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Click “Save” to activate automatic updates

Now your Salesforce Leads by Source report will be available in Google Sheets, making it easy to create custom visualizations, share insights with stakeholders, and integrate with other data sources.

Available Salesforce Reports and Objects

Frequently Asked Questions