How to Import Task Data from Salesforce into Google Sheets

Tracking Salesforce Tasks in Google Sheets gives sales teams better visibility into activities and helps managers monitor team performance. But manually exporting this data is time-consuming and quickly becomes outdated.

In this guide, you’ll learn how to import Salesforce Task data directly into Google Sheets and keep it automatically updated.

Step-by-Step Guide to Importing Salesforce Task 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, 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 Task Data from Salesforce

1. In the Coefficient sidebar, select “Import from Salesforce”
2. Choose “Import from Objects & Fields”
3. From the list of available objects, select “Task”
4. Choose the fields you want to import (e.g., Subject, Status, Due Date, Priority, Related To, Assigned To)
5. Apply any filters if needed (e.g., only open tasks, tasks due this week)
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 the Coefficient icon in the sidebar
2. Select “Set up auto-refresh”
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Optionally, set up notifications for when data changes
5. Click “Save” to activate automatic refreshes

Now your Salesforce Task data will be automatically updated 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 easily import your Salesforce Task data into Google Sheets and keep it automatically updated. This allows your team to better track activities, monitor performance, and create custom reports that combine Salesforce data with information from other sources.