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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

Rating

Reputation

MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
4.93
Lifetime average
Showing 10 of 89 Reviews
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Efficiency is achieved where processes are smartly automated

Confluence wins me over on every front – particularly because its extensive features and automation options make my life easier every day. The tool has now become indispensable to me for working in a structured and modern way. If you’re looking for a solution to optimise documentation and workflows: I highly recommend it!

Extremely Helpful

The tool is extremely helpful for pulling reports into Google Sheets which has saved me hours of manual work with as much data as I pull. The only reason it's not 5 stars is because I sometimes pull extremely large data sets (10 columns x 400,000 individual objects) and this is limited. But there are work-arounds that have helped. Very happy!

Works great and saves time

This app makes it easy for us to get data in a way that we can share with partners. It allows non-technical users to easily pull the data they need and analyze fresh data using tools they are already used to.

Hannah Recker
04/21/2026

Philip, thank you for taking the time to share this! Hearing that non-technical folks on your team can pull and analyze fresh data on their own is exactly what we're building for. Making data more accessible to the people who need it, without requiring a data team in the loop every time, is such a real time-saver. Really glad it's helping you collaborate with partners too! Thanks again! -Hannah

Unlocked new ways to work

Discovering that I could now write my own SQL queries from Snowflake, and pull new reports into Google Sheets has totally changed my role. Now I can pair with automation and AI tools to manage accounts more precisely and proactively. rock on coefficent!

Hannah Recker
04/21/2026

Mike, this genuinely made my day to read. Writing your own Snowflake queries and pulling the results straight into Sheets is exactly the kind of workflow that changes how you see your data (and your role). The fact that you're layering in automation and AI on top of that to manage accounts more proactively is the best possible outcome we could hope for. Rock on right back at you! Can't wait to hear what you build next. Thanks again! -Hannah

Impressed with the efficiency saving for getting data

I like that I can pull relevant data automatically into gsheets for further deep dive analysis. Suggestion to approve would be how can you just append new data rather than refreshing the whole dataset each time you run the import

Hannah Recker
04/21/2026

John, really glad to hear Coefficient is saving you time getting data into Sheets for analysis. That's exactly the kind of workflow it's built for. Your point about appending only new data instead of refreshing the full dataset is a good one. We don't save any data, so we are required to check the same pull and then simply override any data that's been changed. We do have an append new data option, which may or may not be useful for your particular use case: https://help.coefficient.io/hc/en-us/articles/29111470758939-Append-New-Data Hope the deeper analysis keeps getting faster from here! Thanks again! -Hannah

Very easy to use BUT also very helpful to use

I've been using Salesforce Connector plugin for Google Sheets and it has been a really great tool along with Dataloader. Why Coefficient has been great is because of the ability to refresh data with live reports, this helps me cut time navigating from Salesforce to sheets, excel or not need to open an external application. Overall it has saved me a lot of time and will continue to use this!

Hannah Recker
04/21/2026

Kevin, thank you for taking the time to share this! Hearing that live report refreshes are cutting out that back-and-forth between Salesforce and Sheets is incredible. The time savings add up fast when you're not constantly switching tabs or exporting files, and it's great to know it's fitting into your workflow alongside your other tools. Hope it keeps freeing up time for the work that actually moves the needle! -Hannah

Coefficient has been very reliable!

Coefficient has been much more reliable than the previous connector we were using. The functionality is great and we're able to do everything we'd like with this connector. We'd highly recommend having the paid license so you can use coefficient to the fullest potential.

Hannah Recker
04/21/2026

Erica, thank you so much for taking the time to leave this! Reliability is something we care deeply about, so hearing that Coefficient has been a consistent, dependable part of your workflow is genuinely great to read. And yes to the paid license point. There is so much more you can do when you have full access, so glad you're getting the most out of it. -Hannah

Seamless, Reliable, and Game-Changing for Salesforce–Google Sheets Integration

We’ve been using Coefficient to connect Salesforce and Google Sheets, and it’s been a huge improvement over Google’s native connector. The setup is simple, it’s lightning-fast, and the reliability is outstanding — it just works, every time. The auto-refresh and snapshot features are particularly powerful; they make it easy to keep dashboards, forecasts, and reports constantly up to date without any manual effort. It’s also great value for money — not too expensive for the functionality and peace of mind it provides. Overall, I’d absolutely recommend Coefficient to anyone who works with Salesforce data in Google Sheets. It’s reliable, intuitive, and has quickly become one of our most useful tools.

Hannah Recker
04/21/2026

Hi Max, this made my day! "It just works, every time" is exactly what we're going for, so hearing that means a lot. Really glad the auto-refresh and snapshot features are saving you the manual effort. Keeping dashboards and forecasts current without babysitting them is the point, and it sounds like that's clicking for you! Thanks again! -Hannah

Nicole Looker
Triple Star Ranger

Our GTM team LOVES Coefficient!

Our entire GTM team uses Coefficient to grab data from Salesforce, and put it into Google Sheets as needed. Sometimes, our exec team doesn't need to be or would prefer not to be in Salesforce to look at snapshots of data, and Coefficient lets us deliver the data they need in their preferred method of ingestion. It is super easy to use, and the automations available for the data make it so simple to set it and forget it so that our leadership team can get the information they need on schedule. Highly recommend!

Hannah Recker
04/21/2026

Nicole, this is so cool to hear! Hearing that your whole GTM team has built Coefficient - that kinda feedback keeps us going! The use case you described really resonates. Getting the right Salesforce data in front of executives, in a format they actually want to work in, without asking them to change their habits, is such a real problem. Glad the automations are making that a ""set it and forget it"" reality for your team. Here's to impressing leadership! -Hannah

I could use this tool in my sleep

Coefficient makes it so easy to connect data sources and has easily saved me hours and surfaced ideas that would not be possible without it. 10/10 would recommend

Hannah Recker
04/21/2026

"Sydney, "I could use this tool in my sleep" might be my favorite subject line ever! THANK YOU! Saving hours and surfacing ideas that weren't possible before is exactly what we're here for, so hearing that Coefficient is doing both for you is genuinely great to read. -Hannah