How to Import Open Leads Report from Salesforce into Excel

Tracking open leads in Salesforce is crucial for sales teams, but analyzing this data in Excel gives you more flexibility for custom reporting and analysis. Instead of manual exports, you can create a live connection that automatically updates.

How to Import Salesforce Open Leads 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 Open Leads Report

1. In the Coefficient sidebar, select “Import from Reports”
2. Browse through the available reports or use the search function to find “Open Leads”
3. Select the “Open Leads” report from the list
4. Preview the data to ensure it contains the information you need
5. Click “Import” to bring the data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

1. After importing your data, click on the “Refresh” dropdown in the Coefficient sidebar
2. Select “Schedule Refresh” to set up automatic updates
3. Choose your preferred frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Click “Save” to activate your auto-refresh schedule

With auto-refresh enabled, your Excel spreadsheet will always contain the most up-to-date information from your Salesforce Open Leads report, eliminating the need for manual exports.

Available Salesforce Reports and Objects

Coefficient allows you to import various Salesforce reports and objects beyond just Open Leads. Here’s a list of what’s available:

Frequently Asked Questions