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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 shouldn’t store Salesforce access tokens in Excel files due to serious security vulnerabilities. Modern integration tools provide enterprise-grade secure authentication that eliminates credential storage risks entirely.
Here’s how to connect Excel to Salesforce securely without exposing tokens in your workbooks or VBA code.
Secure Salesforce authentication without storing tokens using Coefficient
Coefficient provides enterprise-grade secure token storage that eliminates the security risks of storing Salesforce credentials in Excel files. Manual token storage in VBA creates significant security vulnerabilities since Excel files can be easily copied, shared, or compromised. Coefficient’s encrypted storage keeps tokens outside of Excel files in secure, encrypted format with automatic rotation.
How to make it work
Step 1. Use secure external authentication.
Connect to Salesforce through Coefficient’s secure authentication system. Your Excel files contain no authentication information, eliminating the risk of credential exposure when files are shared or stored in version control systems.
Step 2. Benefit from automatic token management.
Coefficient handles token refresh automatically without exposing credentials to your Excel environment. This eliminates the need to implement secure token refresh mechanisms in VBA, which lacks robust encryption capabilities for sensitive data.
Step 3. Meet compliance requirements.
For organizations with SOX, GDPR, or HIPAA compliance requirements, Coefficient’s secure authentication architecture provides the necessary security controls that manual VBA implementations cannot match. This is critical when working with sensitive customer information or financial records.
Step 4. Maintain audit trails.
Coefficient’s authentication system provides audit compliance features that track data access without storing credentials in Excel files. This meets enterprise security requirements for API access that manual token storage cannot provide.
Protect sensitive Salesforce data with secure authentication
Don’t risk credential exposure by storing tokens in Excel files. Coefficient’s enterprise-grade security architecture provides the protection your Salesforce data requires while maintaining seamless Excel integration. Try Coefficient free and secure your Salesforce connections today.
