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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Salesforce‘s Data Import Wizard provides minimal validation feedback, often requiring multiple failed import attempts before you discover formatting issues, missing required fields, or data validation problems. Each failure means starting over and guessing what went wrong.
Here’s how to identify and fix data preparation issues before you attempt the import.
Validate data preparation with preview functionality using Coefficient
Coefficientshows you validation errors, format issues, and required field problems during the preview stage. You can see exactly which records will fail and why, then fix issues in your spreadsheet before committing to the import.
How to make it work
Step 1. Import your Excel data into Google Sheets for cleaning.
Upload your Excel file to Google Sheets where you can use formulas and functions to standardize data formats. This gives you more data manipulation tools than working directly with Excel files in the import wizard.
Step 2. Standardize data formats using Google Sheets functions.
Use functions like TEXT() for date formatting, PROPER() for name capitalization, and REGEX functions for phone number standardization. Create formulas to identify missing required field data before import.
Step 3. Connect Coefficient and configure field mapping to Salesforce.
Install Coefficient and map your cleaned Excel columns to Salesforce Lead fields. This mapping process helps identify field type mismatches and data compatibility issues.
Step 4. Run preview to identify validation issues.
Use Coefficient’s preview function to see exactly which records have validation problems. You’ll get detailed explanations of why specific records would fail, including missing required fields, invalid picklist values, or format errors.
Step 5. Fix issues iteratively and re-preview until clean.
Address the validation issues in your Google Sheets data and run the preview again. Repeat this process until the preview shows no errors, then execute the final import with confidence.
Import with confidence, not guesswork
Start using CoefficientProactive error detection eliminates the trial-and-error cycle that makes data imports so frustrating. You’ll know your data is clean before you commit to the import.to validate your Excel data preparation before importing to Salesforce.
