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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 creates static files with no refresh capabilities, forcing you to manually re-export data every time you need updates from your CRM.
Here’s how to transform static exports into dynamic, automatically updating spreadsheets that stay synchronized with your Salesforce data in real-time.
Create living spreadsheets with automated refresh using Coefficient
Coefficient transforms the static export limitation into a core strength by providing comprehensive real-time refresh functionality that keeps your Excel data synchronized with Salesforce changes automatically.
How to make it work
Step 1. Set up your import with list view criteria
Create your import using “From Objects & Fields” and apply filters that match your original list view. This becomes your dynamic data source that automatically pulls updated information from Salesforce.
Step 2. Configure automated refresh schedules
Click the refresh schedule icon and choose your timing: hourly intervals (1, 2, 4, or 8 hours), daily refresh at specified times, or weekly refresh on selected days. All schedules respect your timezone settings for consistent timing.
Step 3. Enable Append New Data for historical tracking
Turn on “Append New Data” to add new records without overwriting existing data. This maintains historical records while incorporating updates, perfect for tracking changes and trends over time.
Step 4. Set up notification systems
Configure Slack and email alerts to notify stakeholders when data refreshes, new rows are added, or specific cell values change. Customize messages with charts, screenshots, and dynamic variables to provide context.
Step 5. Use manual refresh for immediate updates
Access on-sheet refresh buttons or sidebar controls for immediate updates when you need current data outside your scheduled refresh times. Use “Refresh All” to update multiple imports simultaneously.
Keep your data always current
This creates a living spreadsheet that stays synchronized with Salesforce data, eliminating the manual export cycle entirely while providing stakeholders with always-current information. Start building your real-time data system today.
