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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 automatically sync any Salesforce report to Google Sheets with hourly updates using Coefficient . No coding, API knowledge, or manual exports required.
Here’s how to set up automated hourly syncing that maintains your report formatting and runs on your schedule.
Set up automated Salesforce report syncing using Coefficient
Coefficient connects directly to your Salesforce org and imports any existing report with automated refresh scheduling. Unlike Salesforce’s native functionality that requires manual exports, this creates a live connection that updates your Google Sheets automatically.
How to make it work
Step 1. Install Coefficient and connect to Salesforce.
Install Coefficient from the Google Workspace Marketplace as a Google Sheets add-on. Open a new Google Sheet, launch Coefficient from the Extensions menu, and authenticate with your standard Salesforce login credentials. No API tokens or developer setup needed.
Step 2. Import your Salesforce report.
Click “Import from Salesforce” and select “From Existing Report.” Browse through all your accessible Salesforce reports and choose the one you want to sync. Coefficient will import the complete report with all fields, filters, and formatting intact.
Step 3. Configure hourly refresh scheduling.
After importing, click the “Schedule” button in the Coefficient sidebar. Choose your refresh frequency from the hourly options: every 1, 2, 4, or 8 hours. Set your timezone and preferred start time. The refresh will run automatically based on your schedule.
Step 4. Set up multiple reports if needed.
Import additional Salesforce reports to separate tabs in the same Google Sheet. Use the “Refresh All” feature to update every report simultaneously, keeping all your data synchronized across multiple imports.
Start syncing your Salesforce data automatically
Automated hourly syncing eliminates manual report exports and keeps your Google Sheets current with Salesforce changes. Get started with Coefficient to connect your reports in minutes.
