How to Import Recently Created Leads Report from Salesforce into Google Sheets

Tracking recently created leads in Salesforce is vital for sales teams to stay on top of new opportunities. But analyzing this data in Google Sheets gives you more flexibility for custom reporting and team collaboration.

This guide shows you how to import your Recently Created Leads report from Salesforce directly into Google Sheets using Coefficient.

Step-by-Step Guide to Importing Recently Created Leads from Salesforce

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 the Google Workspace Marketplace
4. Once installed, open Coefficient from the Extensions menu
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 the Recently Created Leads Report

1. In the Coefficient sidebar, select “Import from Reports”
2. Browse or search for “Recently Created Leads” in the reports list
3. Preview the report data to ensure it contains the information you need
4. Select the destination cell in your Google Sheet where you want the data to appear
5. Click “Import” to bring the data into your spreadsheet

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. Enable email notifications if you want to be alerted when data refreshes
5. Click “Save” to activate the auto-refresh schedule

Customizing Your Recently Created Leads Report

Once your Salesforce data is in Google Sheets, you can enhance it with additional columns, formulas, and visualizations. Here are some useful customizations:

• Add formulas to calculate conversion rates or time-to-contact metrics
• Create pivot tables to analyze leads by source, owner, or industry
• Build charts to visualize lead creation trends over time
• Set up conditional formatting to highlight high-priority leads

Available Salesforce Reports and Objects

Frequently Asked Questions

By following this guide, you can seamlessly import your Salesforce Recently Created Leads report into Google Sheets and leverage Coefficient’s automation features to keep your data fresh and your team informed. This approach eliminates manual exports and gives you more time to analyze leads and take action.