Salesforce

Salesforce is a leading cloud-based CRM platform that stores all your customer data—accounts, contacts, opportunities, cases, and more. With Coupler.io, you can automatically export your Salesforce data to Google Sheets, Excel, BigQuery, Looker Studio, or AI destinations like Claude and ChatGPT on a schedule that works for your business.

Why connect Salesforce to Coupler.io?

• Multiple export options — Pull data using Salesforce reports, standard/custom objects, or write custom SOQL queries for precise control

• Save time on manual exports — Schedule automatic refreshes daily, weekly, or monthly instead of downloading reports by hand

• Combine Salesforce data with other sources — Use transformations like Join and Append to blend Salesforce data with marketing, finance, or other systems

• Feed AI tools directly — Send Salesforce records to Claude or ChatGPT for instant analysis, summarization, or content generation

Prerequisites

• An active Salesforce account (Standard, Professional, Enterprise, or Unlimited edition)

• Administrator or equivalent permissions to authorize Coupler.io

• For sandbox environments: ensure your sandbox org can create OAuth connections

• For custom SOQL queries: basic familiarity with SOQL syntax (or use the Objects data type with filters)

Quick start

The easiest way to start is to use the Objects data type to pull standard fields from a single object (Accounts, Contacts, Opportunities, etc.). Once you're comfortable, explore Reports or Custom SOQL for more advanced use cases.

How to connect

1

Sign in to Coupler.io and create a new data flow. Search for and select Salesforce as your source.

2

Authorize Coupler.io by clicking the sign-in button. You'll be redirected to Salesforce's login page. Enter your Salesforce credentials and approve the connection request. Once authorized, you'll return to Coupler.io.

3

Choose your data type: Select Reports (to pull from existing Salesforce reports), Objects (to export accounts, contacts, opportunities, etc.), or Custom SOQL (to write your own queries).

4

Configure your selection:

• If Reports: Pick a tabular report from your Salesforce org. Optionally override the report's date range.

• If Objects: Choose an object (e.g., Account, Contact, Opportunity) and optionally filter by date or add SOQL filters.

• If Custom SOQL: Write your query (e.g., SELECT Id, Name, Revenue FROM Account WHERE Industry = 'Technology').

5

Select your destination — Google Sheets, Excel, BigQuery, Looker Studio, or an AI destination like Claude or ChatGPT. Map Salesforce columns to destination columns if needed.

6

Run the data flow by clicking Run to complete a successful manual test. Once it succeeds, your data flow is ready—scheduling can be set up afterward.

Supported Salesforce editions

Coupler.io works with Salesforce Standard, Professional, Enterprise, and Unlimited editions. Sandbox environments are supported (connect using your sandbox login URL).

Data export methods

Method	Best for	Notes
Reports	Pre-built dashboards and summaries	Must be in tabular format; matrix and summary reports are not supported
Objects	Exporting raw records with full control	Access to standard and custom fields; supports date filters and SOQL WHERE clauses
Custom SOQL	Complex queries and multi-object joins	Requires SOQL knowledge; most flexible option