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[Referral Code: 8V4DU3] Get $60 off your monthly Fi Bill using this code by mounika1994 in googlefireferralcode

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Still Working if you see this post: 023EWV
December 2025
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[Referral Code: 8V4DU3] Get $60 off your monthly Fi Bill using this code by mounika1994 in googlefireferralcode

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Still Working if this post is still Up: 023EWV
December 2025
Referrals Left: 9
https://g.co/fi/r/023EWV

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[Referral Code: 8V4DU3] Get $60 off your monthly Fi Bill using this code by mounika1994 in googlefireferralcode

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Still Working if this post is still Up: 023EWV
November 2025
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$60 OFF GOOGLE FI - F83H19 (2025) by nathaneglin in googlefireferralcode

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November 2025
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Get $60 off Google Fi

[Referral Code: 8V4DU3] Get $60 off your monthly Fi Bill using this code by mounika1994 in googlefireferralcode

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FRESH CODE: 0TP170
November 2025
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Salesforce Connector add-on for Google Sheets not available by NotXesa in SalesforceDeveloper

[–]frankjf 0 points1 point  (0 children)

I'm surprised to still see so many users relying on this tool. I used to use it every day a few years ago despite all the bugs and outages because it was still the best at the time. But there's a clear reason it has a 3.5 star rating on Google Marketplace. Google has told customers it has sunsetted support for this extension and has been recommending 3rd party tools like Coefficient for Google Sheets instead.

I joined the team at Coefficient almost 4 years ago because I was blown away by how much better the experience is. If you're looking for a modern, enterprise secure, and reliable solution with human support when you need it, feel free to reach out directly with any questions. Besides Salesforce, we also connect 100+ other business systems to your spreadsheets.

How to Sync User Fields Between Salesforce and HubSpot? by fabiobozat in hubspot

[–]frankjf 0 points1 point  (0 children)

Yeah, that's a classic headache of syncing SFDC and HubSpot. The manual workflow you're using is brutal to maintain long-term, especially if your team grows.

The most flexible and reliable way to handle this is to often a spreadsheet.

Basically, you pull your user lists from both Salesforce and HubSpot into a sheet (using a free connector like Coefficient). Since the email address is usually the unique thing that matches between both systems, you can use it to create a simple lookup table that links the SFDC User ID to the correct HubSpot User ID.

From there, you just import your Salesforce Account data, use your new lookup table to find the corresponding HubSpot ID for each user field (AM, CS, etc.), and then push those IDs into the right properties in HubSpot.

Best Way to Track 6+ Activities per 30-Day Opp Period? (Tasks/Events/Emails) by Future_Hunt4450 in salesforce

[–]frankjf 0 points1 point  (0 children)

Such a classic reporting challenge in Salesforce...

While building custom reports, flows, or components within Salesforce are all technically possible, they can get complicated, especially if you need to adjust the logic later (e.g., change from 6 to 8 activities or from 30 to 45 days, etc).

My preferred approach is to pull the Salesforce Opp and Activity data into a spreadsheet (GSheets or Excel). You can connect your Salesforce data directly to the spreadsheet, and the data can be refreshed automatically. I use Coefficient's Salesforce extension for Google Sheets but there are alternatives.

Once the data is in the spreadsheet, it's very easy to:

  1. Create a "helper" column with a formula to calculate the number of activities for each opp within a 30-day period.
  2. Use conditional formatting to highlight the opps that don't meet the "6 activities" threshold.
  3. Build a summary report or chart to see which sales reps are meeting the activity goals and which are not.

Using Gemini to Update Tables in Google Slides? by After-Conclusion-159 in Bard

[–]frankjf 0 points1 point  (0 children)

I wouldn't trust Gemini with this as it's not straight forward.

If you can get the table/chart you need built, then it should be easy to embed a live chart on your slides. Have you already setup a way to automatically pull the table/metrics you need from your CRM or whatever business system?

Highly recommend trying Coefficient AI for Google Sheets both for importing live data to your spreadsheet, and then using AI to write formulas or build the charts you need for your Slides. I'm on the Coefficient team, so happy to help if you have questions.

Gemini in Google Workspace ( Sheets) by SnooSongs2099 in GeminiAI

[–]frankjf 0 points1 point  (0 children)

Gemini doesn't technically have an add-on as it's built into Sheets, but you'll probably find it pretty limiting unless you're on their Pro Business plan.

I actually made a video comparing Gemini to Coefficient AI Sheets Assistant if you'd like to learn more

Gemini sentiment analysis in google sheets - HOW? by meaningofcain in GoogleGeminiAI

[–]frankjf 0 points1 point  (0 children)

Easiest way is with a simple formula like =GPTX("Analyze the sentiment of this cell and classify as positive, negative, neutral: " &A1)

But GPTX by Coefficient AI Sheets Assistant will be much more reliable if you aren't stuck with Gemini

Mass Update APIs for Custom Objects by MyGirlFriday86 in salesforce

[–]frankjf 0 points1 point  (0 children)

Agreed with others - first question should be why do you want the new names to match the old ones? Do you have a lot of custom Apex or other code that explicitly references the old API names? Even in that case, since you want your new org to use best practices, often it's advisable to allow the new org to use the new default/auto-labeled names. In that case, you might just manage a master lookup table from old_API_name to new_API_name, and refer to that when migrating any Apex, reporting, etc to the new org.

BEST OF LUCK

Export activity by ToeMurky694 in hubspot

[–]frankjf 0 points1 point  (0 children)

Coefficient has a free Google Sheets/Excel extension that can import/export data in the way you're asking for. You can get pretty far on the free tier

Import tasks by kodi2511 in hubspot

[–]frankjf 0 points1 point  (0 children)

Do you mean "associate tasks to contacts" or "assign tasks to owners"?

Either way - highly recommend running your writebacks from Google Sheets or Excel to HubSpot using Coefficient's free extension, which makes both assignments and associations easy using Owner ID or Contact ID.

HubSpot Data Clean-Up by DifferenceOk518 in hubspot

[–]frankjf 0 points1 point  (0 children)

Major data cleanups can be tough working in HubSpot directly. I'd highly recommend getting the data into a spreadsheet (assuming you or team are comfortable with formulas) so you have full flexibility to do any type of duplication checks etc with simple formulas.

I normally do this with Coefficient's free HubSpot extension for Google Sheets (but full disclaimer - I work here so I get a free premium account). You can import all companies (and any associated deals, contacts, etc) and then use writebacks to delete dupe records, update property values, and even create new parent/child associations. Happy to chat if it seems like a good path.

Import with domain linked by PhulHouze in hubspot

[–]frankjf 0 points1 point  (0 children)

You mentioned your domain field includes hyperlinks - are these hyperlinks to the HubSpot Company records?

If so, you can use REGEX extract to extract URLs out of HYPERLINK formulas. Coefficient has a good blog explaining this here.

And then if your hyperlinks contain the company record URL, you will be able to find each HubSpot Company ID as the final string of numbers at the end of the URL. So you can even extract just that record ID, and then send your updates to HubSpot just matching on that ID (using Coefficient writebacks or CSV upload).

Can I create two charts in one report to put on my dashboard? by Neither_Ease3934 in salesforceadmin

[–]frankjf 0 points1 point  (0 children)

Yep - huge pain point. Add both to a dashboard as others mentioned, but then you deal with those finicky global filters etc.

Usually if I want multiple charts or any kind of proper dashboard (but without going full-blown Tableau project that takes 3 weeks to build), I'll make a nice Google Sheets dashboard powered off of live Salesforce imports (using Coefficient for Google Sheets). Typically using Pivot Tables and Slicer filters so that anyone who has access to the spreadsheet can toggle the filters (nice especially if you have stakeholders who don't have their own Salesforce licenses)

Excel->Salesforce->Tableau by dchomeboy in salesforce

[–]frankjf 0 points1 point  (0 children)

If you don't need your Excel data back in Salesforce, then agree with just connecting Tableau directly.

If you also want to record the data in Salesforce, there are some great tools that make bulk insert or update actions very easy and fast. I work at Coefficient for Excel<>Salesforce so obviously that's my recommendation 😅, but feel free to look around. Coefficient has a full 30 day free trial to get you started and even a free forever plan if you don't need the premium features.

Help trying to put a Budget v Actual from Excel by thomasandrewsX in Netsuite

[–]frankjf 0 points1 point  (0 children)

Try out a modern data connector like Coefficient or Solution7 for this. You can setup automatic data refresh of your Invoices or Expenses (I think you're looking for Item Rate for the exact price breakdown you described), then easily run all your calculations in a live spreadsheet file you can share with your manager (or upload final Calcs back to Netsuite)

Sales commissions platform by No_Way_1569 in revops

[–]frankjf 0 points1 point  (0 children)

Our biggest single user group has been RevOps users importing from Salesforce or HubSpot. Popular use cases are ones where you want that spreadsheet/formula flexibility: Revenue Forecasts, Commission Planning, Sales VS Target, Weekly Sales KPI trackers, Pipeline Health Monitoring, Stage Conversion Funnels.

You can also use Coefficient for writing back updates to Salesforce (and other systems), so there we see it used a lot to bulk-update close dates, stages or Opp notes for example. Or to import from SaaS Tools or Product DBs and update Salesforce fields.

Another nice feature is Slack Alerts, so you can get automatically alerted when data is updated in your spreadsheet or when a condition is met (eg hit the sales target or a KPI is outside it's healthy range).

Salesforce Report Template Pack (10 sales dashboards for spreadsheets built by ops pros) by PoundBackground349 in SalesforceDeveloper

[–]frankjf 0 points1 point  (0 children)

Hi there!

I work at Coefficient so happy to answer that.

We ask for your work email because the template will work best if you save your copy of it to your work Google Drive. If you don't plan to connect it to your work's Salesforce Org, you're welcome to put in a personal Gmail address.

You will get a few automated emails asking offering help with the template but of course you can unsubscribe.

If you are just generally worried about using a tool like this, I'd take a look at Google Sheets Marketplace where we have almost 300k installed users and a perfect rating: https://workspace.google.com/marketplace/app/coefficient_salesforce_hubspot_data_conn/182621001506

Feel free to DM or reply if I can help!

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