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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.”
Salesforce’s native list view export includes formula fields only if they’re visible in the list view, but with significant limitations around formatting and the ability to refresh calculated values.
Here’s how to access all available formula fields from any object and maintain their calculated values with dynamic refresh capabilities in Excel.
Access complete formula field data with preserved calculations using Coefficient
Coefficient provides superior handling of Salesforce formula fields by importing all available formula fields from any object, not just those visible in your list view. The calculated values maintain data integrity and update automatically when you refresh your import.
How to make it work
Step 1. Select your object and access all formula fields
Choose “From Objects & Fields” in Coefficient and select your target object. You’ll see all available formula fields in the field selection list, including those not visible in your original list view.
Step 2. Import formula field results as calculated values
Select the formula fields you need alongside your standard fields. The formula field results import as their calculated values, maintaining the integrity of Salesforce’s calculations.
Step 3. Set up Formula Auto Fill Down for Excel integration
Place your Excel formulas in the column immediately to the right of your imported data. When you refresh your import, these formulas automatically copy to new rows, creating a hybrid analytics environment.
Step 4. Configure automatic refresh for real-time updates
Set up scheduled refreshes so your Salesforce formula field values update automatically. Your Excel formulas will extend to new data while preserving the calculated Salesforce values.
Step 5. Combine Salesforce and Excel calculations
Use the imported Salesforce formula fields as inputs for additional Excel-based analysis. This creates powerful calculations that combine Salesforce’s business logic with Excel’s analytical capabilities.
Maximize your calculated field potential
This approach gives you access to all formula fields with dynamic refresh capabilities, far beyond what native list view exports provide. Get started with Coefficient to unlock your complete formula field data.
