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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Keeping track of your open leads in Salesforce is crucial for sales teams, but analyzing this data in Google Sheets unlocks powerful collaboration and reporting capabilities.
Instead of manual exports that quickly become outdated, you can create a live connection that automatically refreshes your lead data.
TLDR
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Step 1:
Install Coefficient from Google Workspace Marketplace and connect to Salesforce
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Step 2:
Use the Coefficient sidebar to select Import Data → Salesforce → Reports
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Step 3:
Choose the Open Leads report from the available options
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Step 4:
Configure any desired filters and import the data to your sheet
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Step 5:
Set up auto-refresh to keep your lead data updated automatically
Step-by-Step Guide to Import Salesforce Open Leads Report
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:
- Open Google Sheets
- Click on Extensions → Add-ons → Get add-ons
- Search for “Coefficient” and install it from the Google Workspace Marketplace
- Once installed, click on Extensions → Coefficient → Launch to open the sidebar
- In the sidebar, click “Import Data”
- Select “Salesforce” from the list of available connectors
- Follow the prompts to authenticate and connect your Salesforce account
Step 2: Import the Open Leads Report
Now that you’re connected to Salesforce, you can import your Open Leads report:
- In the Coefficient sidebar, select “Reports” from the import options
- Browse through the available reports or use the search function to find “Open Leads”
- Select the “Open Leads” report from the list
- Configure any filters you want to apply (optional)
- Choose where in your spreadsheet you want the data to appear
- Click “Import” to bring your Open Leads data into Google Sheets
Step 3: Set Up Auto-Refresh (Optional)
To keep your Open Leads data fresh without manual updates:
- Click on the imported data in your sheet
- In the Coefficient sidebar, click “Set Refresh”
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Optionally, set up email or Slack notifications for when data refreshes
- Click “Save” to activate automatic refreshes
Available Salesforce Reports and Objects
Coefficient allows you to import various Salesforce reports and objects beyond just Open Leads. Here’s what’s available:
Reports
- Opportunity Pipeline
- Leads by Source
- Leads by Owner
- Converted Leads
- Open Leads
- Leads with No Activities
- Recently Created Leads
- Recently Modified Leads
- Account History
- Contact History
- Opportunities by Owner
- Opportunities by Stage
Objects
- Account
- Campaign
- Campaign Member
- Contact
- Event
- Lead
- Opportunity
- Opportunity Snapshot
- Task
- User
- Custom Objects
Frequently Asked Questions
Related Salesforce Use Cases
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