How to Install Coefficient on Salesforce: Salesforce Admin Guide - September 2025 Security Update

Salesforce just rolled out new security policies that change how third-party apps connect.
If you’re a Salesforce user, installing Coefficient looks a little different now — but don’t worry, it only takes a minute.

Starting September 2025, all connected apps like Coefficient must be explicitly installed by a Salesforce admin before users can create new connections.

Here’s what you need to know:
✅ Existing users: Your current Coefficient connections will keep working.
🚫 New users or new connections: Blocked until an admin completes a quick, one-time installation.
⚡ The good news: Installation takes less than a minute!

In this video, we’ll walk you through the exact steps to:
Navigate to Salesforce Setup
Find Connected Apps OAuth Usage
Locate Coefficient and click Install
Confirm installation for your organization

Once installed, your team can:
Connect Salesforce data to Google Sheets or Excel in minutes
Automate reporting with pre-built templates
Make faster, data-driven decisions

► Check out Coefficient's 5-star rating on Salesforce AppExchange: https://appexchange.salesforce.com/li...

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