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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.”
Coefficient provides comprehensive automated refresh scheduling that replaces force.com connector’s macro-driven timing with enterprise-grade automation. You get cloud-based scheduling with timezone support that runs independently of your computer availability.
Here’s how to set up reliable Salesforce data refreshes in Excel with better automation than the deprecated connector provided.
Set up automated Salesforce data refreshes using Coefficient
Coefficient’s scheduling system offers hourly, daily, and weekly refresh options with timezone support and automatic error recovery. Unlike force.com connector’s VBA macro dependency, this cloud-based solution runs reliably without requiring your local machine to be available.
How to make it work
Step 1. Configure your initial Salesforce data import.
Set up your data import using Coefficient’s Objects & Fields method, Custom SOQL queries, or existing Salesforce reports. This establishes the data connection that will be refreshed automatically on your chosen schedule.
Step 2. Access scheduling settings through the sidebar.
Open the Coefficient sidebar in Excel and navigate to your import’s scheduling settings. You’ll see options for different refresh frequencies and timing configurations.
Step 3. Select your refresh frequency and timing.
Choose from hourly refreshes (1, 2, 4, or 8-hour intervals), daily refreshes at specific times, or weekly refreshes on selected days (like Monday, Wednesday, Friday). Set timezone preferences based on your location.
Step 4. Configure advanced refresh features.
Enable Formula Auto Fill Down to automatically apply Excel formulas to new rows during refreshes. Set up Refresh All functionality to update multiple Salesforce imports simultaneously across different worksheets.
Step 5. Set up notifications and monitoring.
Configure Slack and Email alerts for refresh completion, failures, or specific data changes. Enable manual refresh buttons for on-demand updates alongside your automated schedule.
Enterprise advantages over macro-driven scheduling
Unlike force.com connector’s dependency on local machine availability and VBA macro scheduling, Coefficient’s cloud-based scheduling runs independently with automatic error recovery, detailed logging, and administrative controls. You get reliable automation without IT intervention or computer uptime requirements.
Automate your Salesforce data refreshes
Stop relying on manual updates and unreliable macro scheduling. Set up Coefficient for automated Salesforce data refreshes that run reliably in the cloud.
