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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.”
Getting SOQL query results into Excel typically requires complex technical implementation with REST API calls, authentication setup, and manual CSV import steps that create barriers for regular reporting.
We’ll show you how to execute custom SOQL queries and get results directly in Excel without the technical complexity or manual export processes.
CoefficientDirect SOQL query integration with
Traditional methods require REST API authentication setup, Developer Console exports limited to 20,000 rows, or custom VBA programming. Coefficient provides direct SOQL query execution with automatic authentication and Excel integration.
How to make it work
Step 1. Write and execute custom SOQL queries.
Use Coefficient’s SOQL query interface to write custom queries directly without setting up API authentication or understanding REST endpoints. Execute complex queries with joins, aggregations, and advanced filtering using SOQL’s full capabilities.
Step 2. Handle multi-object queries seamlessly.
SalesforceJoin data from relatedobjects, traverse relationship fields through lookups, and select specific fields from extensive object schemas. No need to make separate API calls for related data or manage complex JSON parsing.
Step 3. Import results directly to Excel.
Query results appear directly in Excel without CSV intermediates or manual import steps. Maintain Excel formatting and formulas while getting access to all the data your SOQL query returns, regardless of complexity.
Step 4. Automate query execution and refresh.
Schedule SOQL queries to run automatically on hourly, daily, or weekly schedules. Use dynamic filters that point to Excel cell values for flexible query parameters without rewriting queries for different criteria.
Technical barriers with traditional methods
REST API calls through Power Query require complex OAuth 2.0 authentication setup and understanding of Salesforce API endpoints. Developer Console exports are limited to 20,000 rows and require manual CSV imports that lose Excel formatting.
Workbench tool exports require additional logins and only provide CSV format. Custom VBA macros need programming expertise plus complex error handling for API limits and authentication failures.
The typical workflow involves: Write SOQL → Set up API authentication → Make REST call → Parse JSON response → Import CSV to Excel → Repeat for each query modification.
Execute SOQL queries efficiently
Try CoefficientTraditional methods create technical barriers that limit who can use custom SOQL queries for reporting.to get the power of custom SOQL queries without API complexity or manual CSV import processes.
