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Coefficient: Google Sheets & Excel Salesforce Integration

By Coefficient

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

Free  

Never requires payment

Business Need
Productivity
Analytics
Integration
Requires
Sales Cloud

Coefficient is a no-code Google Sheets and Excel productivity app that allows business teams to create a 2-way integration that enables real-time Salesforce data in Sheets. Import data, automate refreshes, trigger Slack & email alerts, & write back data.

Highlights

Connect directly to your Salesforce data from Google Sheets or Excel. Full flexibility to work with any of your data - objects/fields, existing reports or SOQL. Customize reports by adding/removing columns and preserve any formulas when new data is added.

Push data back to Salesforce without leaving your spreadshe - a true two-way integration. Do your data cleansing in sheets & push the changes back to SFDC w/o data leaving the cloud. Bulk update opportunities to save time so the team can focus on selling.

Automate any of your Coefficient reports so your data is live and up to date on any schedule. Trigger Slack & email notifications to your team on any changes in your spreadsheet. Get key updates across your pipeline or kpi's with Sheet notifications.

Provider Details

Coefficient
San Mateo, California

Coefficient is a no-code productivity solution that allows business teams to work with real-time data directly from their spreadsheets. Teams can sync Google Sheets to Salesforce to accelerate their work. This Google Sheets - Salesforce integration empowers anyone in the company to build reports and analyses that are real-time, flexible, and accurate without any knowledge of advanced analytics tools. Native Slack integration coupled with a powerful business rule engine enables teams to keep the right people up-to-date at the right time. Get started in under 30 seconds by connecting your live Salesforce data to our free pre-built Google Sheets Dashboard Templates.

Pricing Details

Free

You can fully use this solution without payment.