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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.”
Most Salesforce Excel connectors struggle with multi-object queries, forcing you to create separate imports and manually join data. This creates synchronization issues and breaks referential integrity between related records.
You need a connector that can pull related data from multiple objects in a single operation while maintaining proper relationships.
Query multiple Salesforce objects in one worksheet using Coefficient
Coefficient excels at multi-object queries through two primary methods that surpass most connector capabilities. You can access parent-child relationships and perform complex aggregations across related objects without limitations on object combinations.
How to make it work
Step 1. Choose your multi-object query method.
Use Custom SOQL Query for complex joins with full control, or Objects & Fields method for visual interface with related field access. Both methods can access up to 5 levels of related object fields through lookup relationships.
Step 2. Set up custom SOQL queries for complex relationships.
Write queries that join multiple objects in a single import. For example: SELECT Account.Name, Account.Owner.Name, (SELECT Contact.Name, Contact.Email FROM Account.Contacts) FROM Account WHERE Account.Type = ‘Customer’. This pulls Account data with related Contacts in one operation.
Step 3. Use Objects & Fields for visual multi-object access.
Select your primary object, then access related object fields through the lookup relationships shown in the visual interface. The system automatically handles join logic without requiring SOQL knowledge.
Step 4. Configure specific multi-object combinations.
Query Accounts with related Contact and Opportunity data, pull Campaign data with associated Lead and Contact information, or combine Custom Objects with Standard Object relationships. All data appears in a single worksheet with proper referential integrity.
Why this beats other connector approaches
Unlike Salesforce’s native Excel connector (which only supports single reports) or Power Query (which requires multiple queries and manual joins), Coefficient’s custom SOQL support enables true multi-object queries in a single operation. This eliminates data synchronization issues and maintains relationship integrity.
Get multi-object Salesforce data in Excel
Stop wrestling with multiple imports and manual data joins. Start using Coefficient to query multiple related Salesforce objects in a single Excel worksheet.
