How to Import Recently Created Leads Report from Salesforce into Excel

Tracking recently created leads in Salesforce is crucial for sales teams to stay on top of new opportunities. But manually exporting this data to Excel is time-consuming and creates static reports that quickly become outdated.

In this guide, you’ll learn how to import your Salesforce Recently Created Leads report directly into Excel using Coefficient, keeping your data fresh and your team informed.

Step-by-Step Guide to Importing Salesforce Recently Created Leads Report into Excel

Step 1: Install Coefficient and Connect to Salesforce

1. Open Excel and navigate 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, click on the Coefficient icon in your Excel ribbon to open the sidebar
6. In the sidebar, click “Import Data”
7. Select “Salesforce” from the list of available connectors
8. Follow the prompts to authorize Coefficient to access your Salesforce account

Step 2: Import the Recently Created Leads Report

1. In the Coefficient sidebar, select “Import from Reports”
2. Browse or search for “Recently Created Leads” in the list of available reports
3. Preview the report data to ensure it contains the information you need
4. Select the columns you want to import (or choose “Select All”)
5. Choose where in your Excel spreadsheet you want the data to appear
6. Click “Import” to bring the data into Excel

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, etc.)
3. Set specific times for the refresh to occur
4. Click “Save” to activate the auto-refresh schedule
5. Your Recently Created Leads report will now automatically update according to your schedule

With these steps completed, you now have a live connection between your Salesforce Recently Created Leads report and Excel. This allows you to build custom dashboards, perform advanced analysis, and share insights with your team—all with data that stays up-to-date automatically.

Available Salesforce Reports and Objects

Coefficient allows you to import various Salesforce reports and objects beyond just the Recently Created Leads report. Here’s a comprehensive list of what’s available:

Frequently Asked Questions

By following this guide, you’ve learned how to create a live connection between your Salesforce Recently Created Leads report and Excel. This integration eliminates manual exports, ensures your data is always current, and enables powerful analysis and reporting capabilities.

Start using Coefficient today to transform how your team works with Salesforce data in Excel!