How to Import Salesforce User Data into Excel

Managing Salesforce User data in Excel gives you greater flexibility for analysis and reporting. Instead of manual exports that quickly become outdated, you can establish a live connection that keeps your data current.

In this guide, we’ll show you how to import Salesforce User data directly into Excel using Coefficient.

Step-by-Step Guide to Importing Salesforce User Data 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
6. In the Coefficient sidebar, click “Import Data”
7. Select “Salesforce” from the list of available connectors
8. Log in with your Salesforce credentials when prompted

Step 2: Import User Data from Salesforce

1. In the Coefficient sidebar, select “Import from Objects”
2. From the list of available objects, find and select “User”
3. Choose the specific fields you want to import (e.g., Name, Email, Role, Profile, etc.)
4. Apply any filters if needed to narrow down the user data
5. Click “Import” to bring the data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

1. With your imported data selected, click on “Automations” in the Coefficient sidebar
2. Select “Auto-refresh” to set up automatic data updates
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Click “Save” to activate the auto-refresh schedule

That’s it! Your Salesforce User data is now imported into Excel and can be automatically refreshed according to your schedule. You can now analyze, filter, and create visualizations with your user data directly in Excel.

Available Salesforce Data in Coefficient

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

Frequently Asked Questions

By following this guide, you can easily import and work with Salesforce User data in Excel. Coefficient’s seamless integration eliminates the need for manual exports and provides real-time access to your Salesforce data, helping you make more informed decisions based on up-to-date information.