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Coefficient: Google Sheets & Excel Salesforce Integration

2-way data sync between Salesforce and Google Sheets or Excel

Free  

Never requires payment

Business Need
Productivity
Analytics
Integration
Requires
Sales Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Supported Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Lightning Ready
Multiple Currencies
Person Accounts
Languages
English
This solution is API only and doesn't have an interface

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/18/2021

Additional Details

Coefficient empowers you to create a two-way, end to end integration between Salesforce & Google Sheets or Excel. Build automated ad hoc analysis, reports & dashboards in the fastest and most flexible way, and push changes in your sheets back to Salesforce. Business teams use Coefficient to increase productivity. Teams take ad hoc analysis to the next level by speeding up their reporting across leads & opportunities, making it easy to see which campaigns drive the best opportunities. Build unlimited custom reports & analytics in spreadsheets. Many teams also automate their operational reports that are built in spreadsheets, removing the need to copy/paste or manually enter data. This creates the confidence that data is accurate and up to date, and frees up the team to focus on bigger revenue initiatives. Coefficient provides custom notifications to Slack or email when data changes in their spreadsheet. Easily set a trigger on pipeline changes, win rates, new meeting thresholds, and anything that the team wants delivered to their inbox. Coefficient extends the value of your Salesforce data & ensures that your data remains in the cloud, especially when it's in your spreadsheet.

Need help?

Coefficient

San Mateo, California

Coefficient offers around-the-clock support via email or within your spreadsheet via chat by clicking on the hamburger menu at the top of the opened add-on.

Support Phone(310) 367-0793