Local installation requirements make Data Loader a pain for remote teams, consultants, and organizations with locked-down IT policies. Cloud-based alternatives eliminate these barriers while providing superior functionality.
You can access enterprise-grade Salesforce data tools from any device with just a web browser. Here’s how to work with Salesforce data without installing anything locally.
Access Salesforce data tools through cloud-based spreadsheets using Coefficient
Coefficient operates entirely through Google Sheets and Excel Online, providing full Salesforce data management capabilities without any local installation requirements or Salesforce software dependencies.
How to make it work
Step 1. Access through web-based spreadsheet applications.
Open Google Sheets or Excel Online in any web browser. Install Coefficient from the Google Workspace Marketplace or Microsoft AppSource. Works on Windows, Mac, Chromebooks, tablets, and any device with internet access.
Step 2. Connect securely without local credentials.
Authenticate with Salesforce using OAuth 2.0 – no username/password storage on local devices. Supports MFA and respects your organization’s security policies. Tokens are managed securely in the cloud, not on your machine.
Step 3. Perform all Data Loader operations in the cloud.
Import from any Salesforce object or report. Export data back using Insert, Update, Upsert, or Delete operations. Handle up to 10,000 records per batch with automatic API optimization. All processing happens in the cloud, not locally.
Step 4. Collaborate across teams and devices.
Multiple team members can work with the same Salesforce data simultaneously. Share import configurations and export mappings. Review bulk changes before execution. Access your work from any device without syncing files.
Step 5. Automate without local scripts or services.
Schedule imports and exports to run automatically in the cloud. Set up conditional workflows and alerts. No local batch files, Windows services, or cron jobs required. Everything runs reliably in cloud infrastructure.
Work from anywhere with cloud-based tools
Cloud-based alternatives like Coefficient provide the freedom to work with Salesforce data from any device while maintaining enterprise security and functionality. Start working without installation barriers.