Cleaning data for analysis and consistency across systems is a daunting task, especially when you don’t know how to code.
It’s not just about the technical skills required but also the time and effort involved in manually refreshing spreadsheets and disparate systems, such as CRMs and databases, when using traditional data cleaning techniques.
Why struggle when AI and no-code automations can do the heavy lifting? Fortunately, there are ways to combine the power of AI and automation with the flexibility of spreadsheets to transform your data cleaning process.
In this blog, we’ll demonstrate an example by pulling in Salesforce data, cleaning it using AI, and pushing it back to MySQL for a mass update – without ever leaving your spreadsheet with whatever systems you use. It’s like having a personal data scientist at your fingertips!
Prefer a visual guide? Check out the video tutorial below!
Step-by-Step Guide: Salesforce / MySQL Data Cleaning Made Easy with Coefficient
Coefficient is a free Google Sheets add-on that allows you to connect your business systems to Google Sheets and sync real-time data into your spreadsheet.
Before you start importing your data, install Coefficient.
Open Google Sheets. Click Extensions in the top ribbon and select ‘Add-ons’ -> ‘Get add-ons.’
![Install the Coefficient add-on](https://coefficient.io/wp-content/uploads/2023/07/clean-data-coefficient.png)
Input “Coefficient” in the Google Workspace Marketplace search menu and select the Coefficient app.
![Search for the coefficient data connector from the menu](https://coefficient.io/wp-content/uploads/2023/07/clean-data-coefficient-add-on.png)
Click ‘Allow’ to grant Coefficient access to your Google account.
![Click allow to grant Coefficient permissions](https://coefficient.io/wp-content/uploads/2023/07/clean-data-coefficient-permissions.png)
Wait a few moments for the install to complete, then return to your spreadsheet menu.
Click on Extensions -> Coefficient -> Launch.
![Launch coefficient from the extensions menu](https://coefficient.io/wp-content/uploads/2023/07/clean-data-launch-coefficient.png)
Coefficient will open on the right side of your spreadsheet.
Now let’s import your Salesforce data.
Click ‘Import from…’ in the Coefficient menu.
![Click import from... on the coefficient menu](https://coefficient.io/wp-content/uploads/2023/07/clean-data-import-data-coefficient.png)
Select ‘Salesforce’ as your data source.
![Select salesforce as your data source](https://coefficient.io/wp-content/uploads/2023/07/clean-data-select-salesforce.png)
Click ‘From Object & Fields.’
![Select from objects and fields](https://coefficient.io/wp-content/uploads/2023/07/clean-data-salesforce-objects-fields.png)
Choose ‘Account’ as your object and click next.
![select account as your object](https://coefficient.io/wp-content/uploads/2023/07/clean-data-salesforce-account-object-.png)
Click ‘Select Fields.’
![Click select fields...](https://coefficient.io/wp-content/uploads/2023/07/clean-data-select-salesforce-fields.png)
Choose the following fields: ‘Account ID,’ ‘ Owner Email,’ and ‘Full Name.’
![select account id, email, and full name as your fields](https://coefficient.io/wp-content/uploads/2023/07/clean-data-accountid-email-fullname.png)
Click ‘Import’ to populate your spreadsheet with your live data.
![wait for your live salesforce data to be imported](https://coefficient.io/wp-content/uploads/2023/07/clean-data-coefficient-live-import.png)
Now it’s time to clean our data!
![Your data will now appear in your spreadsheet](https://coefficient.io/wp-content/uploads/2023/07/clean-data-coefficient-new-spreadsheet.png)
For this example, we’ll separate the ‘Full Name’ column into separate ‘First Name’ and ‘Last Name’ columns.
First, create those labels in columns D and E.
![Manually create two new columns for the first and last names](https://coefficient.io/wp-content/uploads/2023/07/clean-data-first-last-name.png)
Now, use Coefficient’s GPT Copilot Formula Builder to generate a formula that will separate the ‘Full Name’ column into unique ‘First Name’ and ‘Last Name’ columns.
Return to the Coefficient menu and select ‘GPT Copilot.’
![Select GPT Copilot](https://coefficient.io/wp-content/uploads/2023/07/clean-data-coefficient-GPT-copilot.png)
Select ‘Formula Builder.’
![select formula builder from the gpt copilot menu](https://coefficient.io/wp-content/uploads/2023/07/clean-data-coefficient-formula-builder.png)
Now describe the formula you wish to build, here: “Column c starting at row 3 contains full name. I want to separate full name into first name column in row d and last name column in row e.”
Click ‘Build.’
![describe the formula you want to build](https://coefficient.io/wp-content/uploads/2023/07/clean-data-describe-formula.png)
Copy the formula.
![copy the output from the formula builder](https://coefficient.io/wp-content/uploads/2023/07/clean-data-copy-formula-.png)
Paste the formula into the appropriate cell.
![Paste the formula in the cell](https://coefficient.io/wp-content/uploads/2023/07/clean-data-copy-formula.png)
Select the cell range and drag it down to apply it throughout your spreadsheet.
![Coefficient Excel Google Sheets Connectors](https://coefficient.io/wp-content/uploads/2024/02/Coefficient-Excel-Google-Sheets-Connectors-1024x783.png)
Stop exporting data manually. Sync data from your business systems into Google Sheets or Excel with Coefficient and set it on a refresh schedule.
![](https://coefficient.io/wp-content/uploads/2024/02/blog-form-cta.png)
![Paste the formula in the cell and drag it down to apply to each row](https://coefficient.io/wp-content/uploads/2023/07/clean-data-drag-cells-down.png)
After manipulating the data, it’s time to write data back to MySQL.
This is done using the ‘Export to MySQL’ function in the Coefficient sidebar. The data is exported with just a few clicks in the Coefficient sidebar, allowing for a seamless transition from data cleaning to data exportation.
Return to the Coefficient menu and select ‘Export to…’
![Return to the coefficient menu and select export to...](https://coefficient.io/wp-content/uploads/2023/07/clean-data-export-mysql.png)
Select ‘MySQL.’
![select mysql to export your data](https://coefficient.io/wp-content/uploads/2023/07/clean-data-select-mysql.png)
Now select your source data: your current tab and the header row (row 2).
Click ‘Next.’
![select your source data header row](https://coefficient.io/wp-content/uploads/2023/07/clean-data-mysql-header-row.png)
Choose the opportunities table.
![choose opportunities as your destination](https://coefficient.io/wp-content/uploads/2023/07/clean-data-choose-destination-opportunities-.png)
Then select ‘Update’ to update your existing records.
![Select update data for existing records](https://coefficient.io/wp-content/uploads/2023/07/clean-data-update-data-records.png)
Click ‘Next.’
Now, let’s map our fields.
Click ‘Account ID.’
![select account ID and map to a field](https://coefficient.io/wp-content/uploads/2023/07/clean-data-accountid-field-mappings.png)
Select ‘Opportunity ID.’
![select opporunity as your field](https://coefficient.io/wp-content/uploads/2023/07/clean-data-opportunity-account-id.png)
‘First Name’
![map a field to the first name column](https://coefficient.io/wp-content/uploads/2023/07/clean-data-map-opportunity.png)
Click ‘owner_first_name.’
![select opportunity ID to map it to first name](https://coefficient.io/wp-content/uploads/2023/07/clean-data-map-opportunity-first-name.png)
Repeat to map the last name accordingly.
Check to see if your mappings are correct, and click ‘Export…’
![Repeat the steps above for last name](https://coefficient.io/wp-content/uploads/2023/07/clean-data-map-last-name.png)
Update your entire sheet by selecting ‘All rows on sheet.’ Click next.
![select the rows you want to update](https://coefficient.io/wp-content/uploads/2023/07/clean-data-select-rows-update.png)
Finally, confirm your update.
![press confirm to push the update](https://coefficient.io/wp-content/uploads/2023/07/clean-data-select-confirm.png)
Clean Salesforce Data and Export it Back to MySQL in Minutes
And just like that, you’ve imported live Salesforce data into Google Sheets, cleaned it in your spreadsheet, and exported it back to MySQL without using a single line of code!
With a simple but robust data cleaning process using today’s best practices, you can finally bring consistency and reproducibility to the table.
Get started with Coefficient for free today and start streamlining your data preparation and analysis directly in Google Sheets with more accuracy, reliability, and efficiency than ever before.
![Exported with Wordable](https://app.wordable.io/branding/long-white-bg.png)