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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.”
You can transform static Salesforce report exports into dynamic, automated reports within Excel spreadsheets. Rather than manually running reports and exporting to Excel, you can import existing Salesforce reports directly with automated refresh capabilities.
Here’s how to set up automated report scheduling that keeps your Excel analysis current with fresh Salesforce data.
Import existing Salesforce reports with automated scheduling using Coefficient
CoefficientSalesforcetransforms manualreport exports into automated Excel reports. Instead of running reports in Salesforce and manually exporting, you can import existing reports directly with automated refresh capabilities.
How to make it work
Step 1. Import your existing Salesforce reports directly.
Select “From Existing Report” to access all Salesforce reports in your org – Pipeline reports, Lead reports, Opportunity Forecasts, Campaign Performance, and any custom reports you’ve built. The import automatically includes all fields from your Salesforce report.
Step 2. Configure flexible refresh scheduling.
Set up refresh schedules based on your reporting needs: hourly updates (1, 2, 4, 8 hour intervals) for time-sensitive reports, daily updates for standard business reporting, or weekly updates for longer-term trend analysis. Refresh timing follows the timezone of the user who scheduled the task.
Step 3. Add new fields from source reports.
When you add new fields to your source Salesforce report, simply edit your import to include them. This maintains consistency between your Salesforce reports and Excel analysis without rebuilding connections.
Step 4. Manage multiple reports simultaneously.
Use “Refresh All” functionality to update multiple Salesforce reports simultaneously across your Excel workbook. This saves time when managing comprehensive reporting dashboards with multiple data sources.
Keep Excel analysis current with live Salesforce data
Start automatingUnlike manual Salesforce report exports that become stale immediately, automated reports maintain live data connections. Your Excel pivot tables, charts, and analysis update automatically while preserving formatting and custom calculations.your Salesforce reports today.
