How to Import Opportunity Data from Salesforce into Google Sheets

Tracking Salesforce Opportunity data is crucial for sales teams to monitor pipeline health and forecast revenue accurately. But manually exporting this data to Google Sheets is time-consuming and error-prone.

In this guide, you’ll learn how to import Salesforce Opportunity data directly into Google Sheets using Coefficient, creating live dashboards that update automatically.

Step-by-Step Guide to Importing Salesforce Opportunity Data

Step 1: Install Coefficient and Connect to Salesforce

1. Open your Google Sheet
2. Go to Extensions > Add-ons > Get add-ons
3. Search for “Coefficient” and install it from the Google Workspace Marketplace
4. Once installed, click on 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: Select Opportunity Object and Fields

1. In the Coefficient sidebar, select “Import from Objects & Fields”
2. Browse or search for “Opportunity” in the objects list
3. Select the Opportunity fields you want to import (e.g., Name, Amount, Stage, Close Date, Owner, etc.)
4. Apply any filters if needed (e.g., only Opportunities closing this quarter)
5. Choose where to import the data in your 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 “Schedule Refresh” in the Coefficient sidebar
2. Choose your preferred refresh frequency (hourly, daily, weekly)
3. Set specific times for the refresh to occur
4. Click “Save” to activate the auto-refresh schedule

Now your Salesforce Opportunity data will automatically update in your Google Sheet according to your schedule, ensuring you always have the most current information for analysis and reporting.

Available Salesforce Data in Coefficient

Coefficient allows you to import various types of data from Salesforce. Here’s what you can access:

Frequently Asked Questions

By following this guide, you can create powerful, auto-updating Salesforce Opportunity dashboards in Google Sheets without the hassle of manual exports. This approach saves time, reduces errors, and ensures your team always has access to the latest sales data for better decision-making.