Salesforce

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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.

Connecting to Salesforce

Imports with Salesforce

Import from an Existing Report

Import from Objects & Fields

Import from Custom SOQL Query

Export to Salesforce

Schedule your Import, Snapshots, and Add Automations

FAQs for Salesforce Integration

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.

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2. Select “Connected Sources”.

 

 

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

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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.

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5. Enter your username and password to log in.

 

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

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Imports with Salesforce:

There are several ways to import data from Salesforce;

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

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Import from an Existing Report

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

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2. Select “Salesforce” from the list.

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3. Select “From Existing Report”.

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

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

Import from Objects & Fields

(Consider this as constructing an on-the-fly report in Google Sheets, seamlessly accessing and utilizing Salesforce data through Coefficient as the reliable bridge.) 🌉

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

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2. Select “Salesforce” from the list.

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3. Select “From Objects & Fields”.

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

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

 

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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”.

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7. Filters can be added to your import as needed, using AND/OR filter logic. Click "Save & Run" to apply all the settings you have added.

 

Example: Account Type equals “Customer-Direct” and “Customer Channel” Or “Created date is within the Current Year”

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8. Congratulations on your Salesforce import using the Object and Fields. 🙌🏼Screenshot 2023-09-04 at 7.06.35 PM.png

Import from Custom SOQL Query

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

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2. Select “Salesforce” from the list.

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3. Select “Custom SOQL Query”.

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

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

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Export to Salesforce

In certain scenarios, you'll find the 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 Sheet 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 using Coefficient, you can set up the following:

1. Schedule your ImportScheduled_Refreshes.png

2. Turn on SnapshotsSnapshot.png

3. Set Up Automations

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FAQs for Salesforce Integration

What Salesforce Edition(s) work with Coefficient?

Coefficient requires using the Salesforce REST API to import your data from your Salesforce org into Google Sheets. 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 and follow the instructions below to reauthorize your Salesforce connection.

To "Reauthorize" your Salesforce connection:

  1. Launch Coefficient in Google Sheets.
  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).  

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