How to Import Opportunities by Close Date Report from Salesforce into Google Sheets

Tracking opportunities by close date is crucial for sales forecasting and pipeline management. By importing this Salesforce report into Google Sheets, you can create custom visualizations, combine it with other data sources, and share insights across your organization.

Step-by-Step Guide to Import Salesforce Opportunities by Close Date 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:

1. Open Google Sheets
2. Click on Extensions > Add-ons > Get add-ons
3. Search for “Coefficient” and install it from Google Workspace Marketplace
4. Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
5. Click “Import Data” and select “Salesforce” from the list of available connectors
6. Follow the authentication prompts to connect your Salesforce account

Step 2: Import the Opportunities by Close Date Report

Now that you’re connected, you can import your Opportunities by Close Date report:

1. In the Coefficient sidebar, select “Import from Salesforce”
2. Click on “Reports” to view available Salesforce reports
3. Find and select “Opportunities by Close Date” from the list
4. Preview the data and apply any filters if needed
5. Choose your destination in the spreadsheet
6. Click “Import” to bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

To ensure your data stays up-to-date, set up an automatic refresh schedule:

1. In the Coefficient sidebar, find your imported report under “Imports”
2. Click the three dots menu next to your import and select “Schedule Refresh”
3. Choose your preferred frequency (hourly, daily, weekly, etc.)
4. Set specific times and days if needed
5. Click “Save” to activate the auto-refresh schedule

Now your Salesforce Opportunities by Close Date report will automatically update in your Google Sheet according to your schedule, ensuring you always have the latest data for analysis and reporting.

Available Salesforce Reports and Objects in Coefficient

Coefficient allows you to import various Salesforce reports and objects. Here’s what’s available:

Frequently Asked Questions