Coefficient's seamless integration with Salesforce is one of our most sought-after connectors. With this integration, users gain the power to effortlessly create ad-hoc imports, harness the insights from Salesforce Reports, and leverage the flexibility of SOQL queries for in-depth and intricate data analysis.

Install Coefficient for Salesforce (For Salesforce Admins)

Connecting to Salesforce

Imports with Salesforce

Import from an Existing Report

Import from Objects & Fields

Import Using Formulas

Import from Custom SOQL Query

Export to Salesforce

Schedule your Import, Snapshots, and Add Automations

FAQs for Salesforce Integration

Install Coefficient for Salesforce (For Salesforce Admins)

Beginning in September 2025, Salesforce introduced a new security policy that requires all connected apps (like Coefficient) to be explicitly installed by an administrator. Here we will walk through the steps your Salesforce Admin needs to take to install Coefficient within your Salesforce org.

ℹ️ NOTE: For new domains (no existing Coefficient users with connections to Salesforce), the Salesforce Admin must install Coefficient (here) and set up a Salesforce connection with Coefficient using the steps here. Then proceed with the steps below. 

ℹ️ NOTE: For existing domains with Coefficient users that have Salesforce connections/imports, please follow the steps below. 

💡For a step-by-step demonstration of the process, you can check out our video tutorial here.

1. Within your Salesforce org, search for "Connected Apps" in the Quick Find box. Select the "Connected Apps OAuth Usage" from the options listed.

2. On the "Connected Apps OAuth Usage" page, click the "Install" button for Coefficient.

3. A new page will open, click "Install" to proceed.

4. You will then be redirected to the Connected Apps - Coefficient page. Here, you can review policies/permissions for your users and confirm the installation date and time. 

Connecting to Salesforce

When you begin a Salesforce import for the first time, you will need to go through a few steps to connect Salesforce as a data source for Coefficient.

1. Open the Coefficient Sidebar and click Menu.

2. Select “Connected Sources”.

3. Select “Add Connection” at the bottom and then “Connect” to Salesforce.

4. Click “Authorize” to connect Coefficient to your Salesforce org. ℹ️ Pro Tip: Click the “Advanced Settings” and check the “Sandbox Mode” box to connect to your Sandbox environment.

5. Enter your username and password to log in.

6. Click “Allow” and you should be redirected back to your sheet. You can now start creating Salesforce imports.

Imports with Salesforce:

There are several ways to import data from Salesforce;

Import from Existing Report Import from Objects & Fields Import using Formulas Import using a Custom SOQL Query

Import from an Existing Report

1. Open the Coefficient Sidebar and click on the “Import from…” button.

2. Select “Salesforce” from the list.

3. Select “From Existing Report”.

4. Select your Salesforce report or manually search for the report name if it does not appear in the list, then "Import Report".

5. Congratulations on importing a Salesforce Report with Coefficient! 🎉

Import from Objects & Fields

Imagine creating an ad-hoc report in Google Sheets/Excel, pulling the data directly from your Salesforce instance. 

1. Open the Coefficient Sidebar and click on the “Import from…” button.

2. Select “Salesforce” from the list.

3. Select “From Objects & Fields”.

4. Choose the Object for your import (eg, Account), then click “Next”.

5. Click “Select fields” to reveal a list of fields to add to this import.

6. Select the fields you would like to include in your import (they will appear in blue when selected); when finished, click “Done Selecting Fields”.

7. Filters can be added to your import using AND/OR filter logic. Click "Save & Run" to apply all the settings you have added.   Example: Account Name contains “Gas” or Subscription Plan contains “Free” Or is one of “Maybe" and "Yes.”

8. You can also add sorts to your Salesforce import or limit the results of the import depending on the number of rows.

8. Congratulations on your Salesforce import using the Object and Fields. 🙌🏼

Import Using Formulas

You can integrate Google Sheets formulas and Salesforce using the =Salesforce formula, allowing you to process live data with flexibility directly on the spreadsheet.

Salesforce Formulas Overview:

Formula	Description
Salesforce Search(=salesforce_search) For more information, click here.	Performs a specific search and fetches data from Salesforce objects using optional filters.
Salesforce Lookup(=salesforce_lookup) For more information, click here.	Pulls one or more values from objects that match the field specified.
Salesforce Report Search (=salesforce_report_search) For more information, click here.	Performs a specific search and fetches data from Salesforce reports using optional filters and sorting.
Salesforce Report Lookup (=salesforce_report_lookup) For more information, click here.	Pulls one or more values from reports that match the field specified,

Example: You are creating a sheet to track Salesforce opportunities over $5K and would like to allow easy adjustment/edit of the stage search criteria when needed. 

1. Open the Coefficient Sidebar and click on the “Import from…” button.

2. Select “Salesforce” from the list.

3. Click on "Using Formulas" to see the overview details on how to use Salesforce formulas.

The "Formula Lookups" section displays all available formulas, their proper syntax, and examples of their usage.

4. Open the tab where you'd like to use the formula and enter the formula you'd like to use in a cell. The results will start from the cell where you input the formula. Based on the scenario, we will use =salesforce_search search formula.

"Opportunity" = Object from Salesforce 

"Name, Amount, Stage, Probability" = Names of the fields you'd like to appear on the sheet

"Amount > 5000 and Stage IN "&H2 = Filter conditions based on the field names. The field names for this sample scenario are "Amount" and "Stage". H2 is a cell on the sheet where the Stage filter can be changed dynamically.

5. Congratulations on your Salesforce import using Formulas. 🎉

Import from Custom SOQL Query

1. Open the Coefficient Sidebar and click on the “Import from…” button.

2. Select “Salesforce” from the list.

3. Select “Custom SOQL Query”.

4. Enter your Custom SOQL Query, name your import, and then click "Import" when done.

5. Congratulations on your Salesforce import using a Custom SOQL Query. 🎉

Export to Salesforce

In certain scenarios, you'll need to synchronize changes made in your spreadsheet with Salesforce records. Coefficient's exceptional capability extends to providing you with a direct pathway for pushing updates seamlessly from your spreadsheet to Salesforce, offering unmatched efficiency and convenience. (Queue the celebration music!🎉 ).

ℹ️ See Export to Salesforce to learn more!

Schedule your Import, Snapshots, and Add Automations

Once you have pulled your data into Sheets/Excel using Coefficient, you can set up the following:

1. Schedule your Import

2. Turn on Snapshots

3. Set Up Automations

FAQs for Salesforce Integration

What Salesforce Edition(s) work with Coefficient?

Coefficient requires using the Salesforce REST API to import data from your Salesforce org into Google Sheets/Excel. To find out if your Salesforce Edition has enabled API access, please refer to the following documentation here.

A "Salesforce API disabled" error appears when I import from Salesforce (Report). What do I do?

First, we recommend contacting your Salesforce Admin to confirm that the API settings are enabled for Coefficient (App). The Admin will need to go to Setup -> Apps -> Connected Apps -> Manage Connected App and confirm the permissions for "Coefficient". 

If the steps above do not resolve the error, you will need to confirm the "API Enabled" account level settings. This can be done by going to Setup -> Manage Users -> Profiles and searching for "API Enabled" to confirm it is enabled for your profile. Once this is confirmed/enabled, try your Coefficient import again. 

If the 2 steps above have been tried (and enabled) and the issue persists, please contact our support team (support@coefficient.io) for additional assistance. 

I get an "OAUTH_APP_BLOCKED" error message when connecting Salesforce to Coefficient. How do I fix this?

We recommend you contact your Salesforce Admin to confirm Coefficient is not a blocked app in your Salesforce instance. Feel free to share the following documentation with your Admin. If you need further assistance, please contact support (support@coefficient.io). 

I added a new field to my Salesforce report. Will my imports automatically include this new field?

When new fields are added to your existing Salesforce report, they should appear at the bottom of your Coefficient import's field list. To include them in your import, you need to edit your import, scroll down at the bottom of your field's list, and manually check the box to add them. You can also drag the new fields and arrange their position to your preference. Re-run the import to update the data on your sheet. 

How do I remove columns from the sheet in a Salesforce report?

Removing columns from your Salesforce import with Coefficient is easy: edit the import, uncheck/deselect the box pertaining to that column/field, and import (Run) your updated report.

My Salesforce instance has enabled Multi-Factor Authentication (MFA). How does that affect my Coefficient imports? (ie, 2K Row limitations)

When MFA is enabled in your Salesforce org, you may have to "Reauthorize" Coefficient to your Salesforce instance. (This should only need to be done once.) If your import(s) stop refreshing, open the Coefficient sidebar in Google Sheets/Excel and follow the instructions below to reauthorize your Salesforce connection.

To "Reauthorize" your Salesforce connection:

1. Launch Coefficient in Google Sheets/Excel.
2. Click on the Menu (triple-stack icon in the top right corner).
3. Select Connected Sources.
4. Scroll down and locate your Salesforce connection.
5. Hover over Salesforce and click on the 3-vertical dots, then select "Reauthorize".
6. Click "Authorize" and log in to your Salesforce account to grant the API permissions.
7. Re-run your import.

If you have Imports that are pulling in reports from Salesforce, you may need to take the following steps:

1. Reach out to your Salesforce Admin to ensure the “High Assurance Session Required” setting is disabled for the “Reports and Dashboards” operation. For more information, click here.

2. You may need to edit your Salesforce imports to contain a UNIQUE object ID for the report(s) you are importing. (Example: If you have a report pulling Opportunity data, you may need to add the Opportunity ID to the report so that the rows are not limited to 2,000 records. We recommend not using an ID that could apply to multiple records/is not UNIQUE (i.e., Campaign ID). If you need further assistance on this, please reach out to support (support@coefficient.io).  

Do you support importing historical tracking reports from Salesforce, such as the Forecasting Item (Historical) Snapshot report?

Due to Salesforce API limitations, our Salesforce connector does not currently support this feature. As a workaround, you can create an ad-hoc report using the "Objects & Fields" option and import your data from the "Forecasting Item (Historical)" object. This method should provide most of the fields needed to replicate your original report. For further assistance, please contact our support team (support@coefficient.io).

Why are some Salesforce objects or fields missing or appearing differently in my Coefficient import?

Salesforce periodically updates its API, which can result in changes to how particular objects and fields are exposed. As a result, some objects or fields may appear differently, or may no longer be available, when setting up or refreshing your import, especially if your Salesforce organization has custom configurations or permission settings.

If you're experiencing unexpected changes or missing data in your import, please don't hesitate to contact us at support@coefficient.io. We're happy to help troubleshoot and ensure your import works as expected.

Can I use a cell reference as a parameter in my Salesforce import filter?

Yes! The Salesforce integration supports parameterized (dynamic) filters for the “is one of” filter type.

• You can use a cell or a range of cells as a reference parameter.

• Range-level parameters work with filters that support comma-separated values or multi-picklists.

• Filters can also be added even if the reference cell is empty, giving you flexibility to populate values later.

This makes it easy to adjust your imports dynamically without having to edit the filter settings each time.

Examples: Single value parameter: ='Sheet1'A2 Range parameter: ='Sheet1'A2:B4

Our Salesforce instance has multiple currencies for our data. Is this supported by Coefficient?

Yes — Coefficient supports Salesforce orgs with a multi-currency setup. This is automatically detected, so no manual configuration is needed on your end.

When importing data, you’ll have the option to add a converted currency column, which automatically converts amount values into your Salesforce org’s (baseline) currency. This ensures consistent reporting and simplifies cross-currency analysis in your spreadsheet.