How to Import Opportunity Snapshot Data from Salesforce into Google Sheets

Tracking Opportunity Snapshots from Salesforce in Google Sheets gives sales teams powerful insights into deal progression over time. But manually exporting this data is time-consuming and error-prone.

This guide shows you how to create a live connection between Salesforce Opportunity Snapshots and Google Sheets that updates automatically.

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

Step 1: Install Coefficient and Connect to Salesforce

1. Open your Google Sheet
2. Click on Extensions > Add-ons > Get add-ons
3. Search for “Coefficient” and install it from Google Workspace Marketplace
4. Once installed, open Coefficient from 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: Import Opportunity Snapshot Data

1. In the Coefficient sidebar, select “Import from Objects”
2. Browse or search for “Opportunity Snapshot” in the objects list
3. Select the fields you want to import (e.g., Opportunity Name, Amount, Stage, Close Date, etc.)
4. Apply any filters to narrow down the data (optional)
5. Choose where to place 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 “Refresh” 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 the auto-refresh schedule

Now your Salesforce Opportunity Snapshot 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 Reports and Objects

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

Frequently Asked Questions

By following this guide, you can easily import Salesforce Opportunity Snapshot data into Google Sheets and keep it automatically updated. This approach saves time, reduces errors, and provides your team with the most current data for analysis and decision-making.