SQL stored procedures to prepare event data for Salesforce import automation

using Coefficient excel Add-in (500k+ users)

While you can't execute stored procedures directly, learn how to integrate procedure outputs with automated Salesforce imports for event data.

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While Coefficient cannot directly execute SQL stored procedures, you can work with procedure outputs and use alternative approaches that may eliminate the need for complex data preparation procedures entirely.

Here’s how to integrate your existing stored procedure logic with automated Salesforce imports while leveraging built-in transformation capabilities.

Integrate stored procedure outputs with automated imports using Coefficient

The most effective approach combines your existing stored procedure investment with Coefficient’s automation capabilities. You can execute stored procedures on schedule within your SQL Server environment, then have Coefficient import from staging tables or views that contain the procedure results.

How to make it work

Step 1. Set up staging tables or views for procedure outputs.

Create staging tables or views that store your stored procedure results. Execute your procedures on schedule within SQL Server, then populate these staging areas with the prepared data that Coefficient can access automatically.

Step 2. Connect Coefficient to your staging data.

Point Coefficient to import from your staging tables or views rather than trying to execute procedures directly. This creates an effective integration pattern where your business logic runs in SQL Server while automation happens through Salesforce integration.

Step 3. Apply additional transformations in Coefficient.

Use Coefficient’s filtering and transformation capabilities for tasks that might not require stored procedures. Dynamic filtering with cell references, formula auto fill down for data transformations, and data validation can handle common event data preparation tasks directly.

Step 4. Handle event-specific data preparation.

For event management data, Coefficient can manage date format standardization for Salesforce compatibility, picklist value mapping and validation, duplicate detection through UPSERT operations, and parent-child relationship establishment through lookup fields.

Step 5. Monitor the complete pipeline.

Combine SQL Server procedure monitoring with Coefficient’s import tracking to oversee your entire data pipeline. You maintain visibility into both the data preparation and Salesforce integration portions of your workflow.

Optimize your existing data preparation investment

This hybrid approach maintains your existing stored procedure investment while gaining automation and monitoring benefits for Salesforce integration. Connect your staging data to Coefficient and automate the final step of your event data pipeline.

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