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Coefficient: Google Sheets & Excel Salesforce Integration
2-way data sync between Salesforce and Google Sheets or Excel
- Business Need
- ProductivityAnalyticsIntegration
- 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.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloperEssentials
App Details
- Supported FeaturesLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.
- Lightning ReadyMultiple CurrenciesPerson Accounts
- Languages
- English
- This solution is API only and doesn't have an interface
Security
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.