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Coefficient: Google Sheets & Excel Salesforce Integration

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

Overview

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.

See How Coefficient: Google Sheets & Excel Salesforce Integration Works

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.

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.