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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Accessing your Salesforce User data in Google Sheets helps teams analyze user activity, manage permissions, and track adoption across your organization. Instead of tedious manual exports, you can create a live connection that updates automatically.
In this guide, you’ll learn how to import Salesforce User data into Google Sheets using Coefficient.
TLDR
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Step 1:
Install Coefficient from the Google Workspace Marketplace
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Step 2:
Connect to your Salesforce account
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Step 3:
Select Import from Objects & Fields and choose User object
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Step 4:
Select the fields you want to import
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Step 5:
Set up auto-refresh to keep your data updated automatically
Step-by-Step Guide to Import Salesforce User Data into Google Sheets
Step 1: Install Coefficient and Connect to Salesforce
- Open your Google Sheet
- Go to Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install it from the Google Workspace Marketplace
- Once installed, open Coefficient from the Extensions menu
- In the Coefficient sidebar, click “Import Data”
- Select “Salesforce” from the list of available connectors
- Follow the authentication prompts to connect your Salesforce account
Step 2: Import User Data from Salesforce
- In the Coefficient sidebar, select “Import from Objects & Fields”
- From the list of available objects, select “User”
- Choose the specific fields you want to import (e.g., Name, Email, Profile, Role, Last Login Date)
- Apply any filters if needed (e.g., only active users)
- Click “Import” to bring the data into your Google Sheet
Step 3: Set Up Auto-Refresh (Optional)
- With your imported data selected, click on the Coefficient icon in the sidebar
- Select “Set up auto-refresh”
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Configure any notification settings for data changes
- Click “Save” to activate automatic updates
Available Salesforce Reports and Objects in Coefficient
Coefficient allows you to import various types of data from Salesforce. Here’s a list of available reports and objects you can access:
Reports
- Opportunity Pipeline
- Leads by Source
- Leads by Owner
- Converted Leads
- Open Leads
- Leads with No Activities
- Recently Created Leads
- Recently Modified Leads
- Account History
- Contact History
- Opportunities by Owner
- Opportunities by Stage
Objects
- Account
- Campaign
- Campaign Member
- Contact
- Event
- Lead
- Opportunity
- Opportunity Snapshot
- Task
- User
- Custom Objects
Frequently Asked Questions
By following this guide, you can easily import Salesforce User data into Google Sheets and keep it updated automatically. This approach saves time, reduces errors, and ensures you always have the most current information for your analysis and reporting needs.
Related Salesforce Use Cases
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