How to Import Opportunity Snapshot Data from Salesforce into Excel

Tracking Opportunity Snapshots in Salesforce provides valuable historical data about your sales pipeline. But analyzing this data in Excel gives you more flexibility for custom reporting and trend analysis.

Instead of tedious manual exports, you can create a direct connection that keeps your Excel dashboards updated with the latest Salesforce data.

Step-by-Step Guide to Importing Salesforce Opportunity Snapshot Data into Excel

Step 1: Install Coefficient and Connect to Salesforce

First, you’ll need to install the Coefficient add-in for Excel and connect it to your Salesforce account:

1. Open Excel and go 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, open the Coefficient sidebar from the Home tab
6. Click “Import Data” and select “Salesforce” from the list of available connectors
7. Follow the authentication prompts to connect your Salesforce account

Step 2: Import Opportunity Snapshot Data

Now that you’re connected to Salesforce, you can import your Opportunity Snapshot data:

1. In the Coefficient sidebar, select “Import from Salesforce”
2. Choose “Import from Objects & Fields” (since Opportunity Snapshot is an object)
3. From the list of available objects, select “Opportunity Snapshot”
4. Choose the fields you want to import (e.g., Opportunity Name, Amount, Stage, Close Date, etc.)
5. Apply any filters if needed to narrow down the data
6. Click “Import” to bring the data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

To keep your Opportunity Snapshot data current without manual updates:

1. In the Coefficient sidebar, click on the imported data source
2. Select “Schedule Refresh”
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set the specific time and days for the refresh to occur
5. Click “Save” to activate the auto-refresh schedule

Now your Excel spreadsheet will automatically update with the latest Opportunity Snapshot data from Salesforce according to your schedule, ensuring you always have the most current information for your analysis.

Available Salesforce Reports and Objects

Coefficient allows you to import various types of data from Salesforce. Here’s a list of the available reports and objects you can access:

Frequently Asked Questions