How to Import Leads with No Activities Report from Salesforce into Excel

Tracking leads with no activities in Salesforce is crucial for sales teams to identify neglected opportunities. But manually exporting this data to Excel is time-consuming and quickly becomes outdated.

With Coefficient, you can import this report directly into Excel and keep it automatically updated.

How to Import Salesforce “Leads with No Activities” Report 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, click on the Coefficient icon in your Excel ribbon
6. In the Coefficient sidebar, click “Import Data”
7. Select “Salesforce” from the list of available connectors
8. Log in with your Salesforce credentials when prompted

Step 2: Import the “Leads with No Activities” Report

1. In the Coefficient sidebar, select “Import from Reports”
2. Browse or search for “Leads with No Activities” in the reports list
3. Preview the report data to ensure it contains the information you need
4. Select your desired destination in the Excel spreadsheet
5. Click “Import” to bring the data into Excel

Step 3: Set Up Auto-Refresh (Optional)

1. With your imported data selected, click “Set Up Auto-Refresh” in the Coefficient sidebar
2. Choose your preferred refresh frequency (hourly, daily, weekly)
3. Select specific days and times if needed
4. Click “Save” to activate automatic refreshes

Now your Excel spreadsheet will automatically update with the latest “Leads with No Activities” data from Salesforce according to your schedule. This ensures your team always has access to current information without manual exports.

Customize Your Salesforce Data in Excel

Once your data is imported, you can leverage Excel’s powerful features to analyze and visualize it. Create pivot tables to segment leads by owner or source, build charts to track trends, or set up conditional formatting to highlight leads that require immediate attention.

You can also combine this report with other Salesforce data or information from different systems to create comprehensive dashboards for your sales team.