Category: Excel

How to find Salesforce field API names without importing entire objects

You don’t need to import entire Salesforce objects just to find field API names. Modern data connectors provide visual field browsers that let you explore your schema without downloading any data.

Here’s how to discover field names efficiently and build targeted imports with only the fields you actually need.

Browse Salesforce fields visually using Coefficient

Coefficientsolves this exact challenge with its visual field selector and schema browser. Unlike traditional Salesforce connectors that force you to import entire objects just to discover field names, you can explore your complete schema through an intuitive interface.

How to make it work

Step 1. Connect to Salesforce through Coefficient’s sidebar.

Open your spreadsheet and launch Coefficient from the sidebar. Select Salesforce from your connected sources or add a new connection if this is your first time.

Step 2. Browse objects and fields without importing data.

Navigate through available objects in the visual interface. Each object displays all its fields with API names, data types, and descriptions visible immediately.

Step 3. Search for specific fields using built-in search.

Use the search functionality to find fields by partial name matching or field labels. This works for both standard and custom fields, including those ending in __c.

Step 4. Copy field API names for your queries.

Once you identify the fields you need, copy their exact API names. You can then use these names to build targeted SOQL queries or selective imports with confidence.

Step 5. Select only needed fields before importing.

Choose specific fields from the visual selector instead of importing everything. This approach eliminates massive datasets while giving you access to the exact field names you discovered.

Start exploring your Salesforce schema efficiently

start exploringVisual field discovery transforms the frustrating process of guessing API names into a guided experience. Stop importing entire objects andyour Salesforce schema the smart way.

How to find API usage report in Salesforce when it’s missing from Administrative Reports

The API Usage report has disappeared from Administrative Reports in many Salesforce orgs, leaving administrators without visibility into critical API consumption metrics.

Instead of searching for the relocated report, you can access API usage data directly through a more reliable method that provides better functionality than the original report ever offered.

Access real-time API usage data using Coefficient

CoefficientSalesforce’sbypasses the missing Administrative Reports entirely by connecting directly toREST API endpoints. This approach gives you access to API usage data regardless of UI changes and provides historical tracking that the native report lacked.

SalesforceYou can pull real-time API consumption metrics, create automated refreshes, and build custom dashboards with better visualization than the standardreport ever provided.

How to make it work

Step 1. Connect to Salesforce’s limits endpoint.

In Coefficient, use the “Custom SOQL Query” import method to connect to Salesforce’s /services/data/v58.0/limits/ REST endpoint. This pulls real-time API usage metrics directly from the source.

Step 2. Set up automated data refreshes.

Configure hourly or daily refreshes to track API consumption trends throughout the day. This gives you granular visibility into peak usage periods that the original report never showed.

Step 3. Create historical tracking.

Use the “Append New Data” feature to build cumulative API usage logs over time. This preserves months of historical data compared to Salesforce’s limited 7-day retention.

Step 4. Build custom alerts and dashboards.

Set up Slack and email notifications when API usage approaches limits. Create formula-based calculations to track percentage of daily limits used and identify consumption patterns.

Get better API monitoring than before

Start monitoringThis approach provides enterprise-grade API monitoring that surpasses what the original Administrative Report offered. You’ll have better retention, alerting, and visualization capabilities regardless of future Salesforce interface changes.your API usage today.

How to format CSV columns for HubSpot multiple checkbox import without semicolon delimiter errors

HubSpot’s CSV import parser treats semicolons as column separators, not value delimiters for multiple checkbox fields. This creates an impossible situation where the required semicolon delimiter causes import failures.

Here’s how to bypass CSV formatting entirely and sync multiple checkbox data directly from your spreadsheet to HubSpot.

Skip CSV imports and connect your spreadsheet directly using Coefficient

CoefficientHubSpotHubSpoteliminates CSV formatting requirements by connecting your Google Sheets or Excel directly toand. Instead of struggling with delimiter configurations, you can structure your multiple checkbox data naturally in columns and push updates without parser conflicts.

How to make it work

Step 1. Import your existing HubSpot contacts into your spreadsheet.

Use Coefficient’s import function to pull current contact records with their existing checkbox values. This ensures you’re working with up-to-date data and won’t overwrite existing selections.

Step 2. Structure your checkbox data in a natural format.

Add columns for your checkbox properties and enter multiple values using simple comma separation (e.g., “Option1, Option2, Option3”). You can also use separate columns for each checkbox option with TRUE/FALSE values.

Step 3. Export the updated data back to HubSpot.

Use Coefficient’s UPDATE action to sync the checkbox values back to HubSpot. The tool automatically converts your spreadsheet format into HubSpot’s required structure, properly handling multiple checkbox values without delimiter conflicts.

Step 4. Schedule regular syncs to keep data current.

Set up automated exports to run hourly, daily, or weekly. This maintains data integrity while allowing for bulk updates of multiple checkbox properties without manual CSV uploads.

Stop fighting CSV limitations

Try CoefficientThis approach bypasses HubSpot’s CSV parser limitations entirely while maintaining data integrity. Ready to eliminate delimiter headaches?and sync your checkbox data seamlessly.

Export all contact history and interactions along with contact details to Excel

HubSpot’s standard contact export includes only basic contact properties, excluding valuable interaction history like emails, meetings, calls, and deal activities.

Here’s how to export contacts with their complete engagement history for comprehensive customer analysis and advanced reporting in Excel.

Export comprehensive contact engagement data using Coefficient

CoefficientHubSpotGoogle Sheetsenables comprehensive contact exports including full engagement history through its association handling capabilities. You can pullcontacts along with all their interactions, meetings, deals, and activities inor Excel.

How to make it work

Step 1. Set up your primary contact import.

Create a Contacts import with all desired contact fields. Enable “Pull Associated Records” option and select engagement objects like Emails, Meetings, Calls, Notes, and Tasks to include interaction history.

Step 2. Configure association display options.

Choose how you want engagement data displayed: Row Expanded creates separate rows for each interaction (best for detailed analysis), Comma Separated lists all interactions in single cells (compact view), or Primary Association shows the most recent or relevant interaction.

Step 3. Select comprehensive engagement data.

Include email opens, clicks, and responses; meeting details and attendees; call logs with duration and outcomes; deal associations and pipeline stages; task completion status; and note contents with timestamps.

Step 4. Set up advanced analysis formulas.

Use Coefficient’s Formula Auto Fill Down to calculate interaction frequency, create pivot tables analyzing engagement patterns, set up alerts for contacts with no recent interactions, and build activity scores based on engagement data.

Step 5. Verify engagement object permissions.

Note that accessing Engagement objects requires E-commerce permissions in HubSpot. Make sure your account has the appropriate permissions to pull this comprehensive interaction data.

Get complete customer insights impossible with standard exports

Start buildingThis comprehensive export provides a complete customer view that’s impossible to achieve with standard HubSpot exports, enabling advanced analytics and reporting in Excel.your comprehensive contact and engagement database with Coefficient.

Export contact list to Excel without admin permissions

Limited HubSpot permissions often prevent users from exporting contact data, even when they have legitimate business needs for analysis or reporting.

Here’s how to work around permission limitations and access contact data for Excel analysis without requiring full admin rights.

Access contact data through API permissions using Coefficient

CoefficientHubSpot’sGoogle Sheetscan provide a workaround for permission limitations, though initial setup requires administrator assistance. Once connected, it provides more flexible access management thannative export features, enabling controlled data access for analytics without full CRM permissions inor Excel.

How to make it work

Step 1. Get initial admin setup (one-time requirement).

Your HubSpot Super Admin needs to authorize the Coefficient connection and grant appropriate OAuth scopes for contact access. This connection is established at the account level, so it only needs to happen once.

Step 2. Use your existing HubSpot permissions.

Once connected, users with basic HubSpot contact read permissions can create imports. Access is controlled through HubSpot’s API permissions rather than UI restrictions, often providing broader access than the interface suggests.

Step 3. Create and manage your own imports.

Set up contact imports, apply filters, and schedule refreshes independently without needing admin assistance for ongoing usage. You can view and analyze data in Excel without edit rights in HubSpot.

Step 4. Share data with your team.

Share Excel files containing Coefficient imports with team members. Recipients can refresh data if they have appropriate HubSpot permissions, enabling collaborative analysis without admin involvement.

Step 5. Create controlled analytics workflows.

Build read-only dashboards and reports from live HubSpot data. This reduces risk of accidental CRM data modification while enabling broader data access for analysis.

Get the data access you need for analysis

ExploreIf administrator setup isn’t possible, you’ll need to request either temporary admin access or proper export permissions. However, Coefficient’s approach often provides more flexible access than HubSpot’s UI restrictions suggest.whether Coefficient can unlock the contact data access you need.

Export contacts to Excel with proper phone number formatting preserved

CSV exports from HubSpot frequently corrupt phone number formatting, converting numbers like “+1 (555) 123-4567” to scientific notation or removing leading zeros.

Here’s how to export your contacts while maintaining proper phone number formatting and avoiding the common Excel conversion issues that destroy your data.

Preserve phone number formatting using Coefficient

CoefficientHubSpot’smaintains proper formatting by importing data directly throughAPI rather than relying on CSV conversion. Phone numbers import as text strings, preserving international formats, parentheses, dashes, and leading zeros.

How to make it work

Step 1. Connect directly to HubSpot’s API.

Install Coefficient in Excel and establish a direct connection to your HubSpot account. This bypasses CSV conversion entirely, which is the main cause of phone number formatting corruption.

Step 2. Import contacts with preserved data types.

Create your contact import and select phone number fields. The direct API connection maintains the original data format stored in HubSpot, importing phone numbers as text strings rather than numbers that Excel tries to convert.

Step 3. Verify formatting preservation.

Run the import and check that international formats, parentheses, dashes, and leading zeros remain intact. Special characters and spacing should be preserved exactly as stored in HubSpot.

Step 4. Set up persistent formatting rules.

Apply data validation rules and custom Excel formatting to phone columns that persist through data refreshes. You can create separate columns for formatted display versus raw data storage if needed.

Step 5. Enable two-way formatting sync.

Use Coefficient’s export feature to push properly formatted numbers back to HubSpot if needed. This ensures consistency across both platforms without manual data cleaning.

Keep your phone data clean and usable

Try CoefficientThis approach eliminates the frustrating phone number corruption that happens with CSV exports and gives you clean, properly formatted contact data.to preserve your phone number formatting automatically.

Export entire contact database to Excel including inactive and archived contacts

HubSpot’s standard export often excludes inactive or archived contacts by default, making it difficult to get a complete database backup.

Here’s how to export your entire contact database including all inactive and archived contacts for comprehensive historical analysis and data migration.

Access your complete contact database using Coefficient

CoefficientHubSpotHubSpotprovides comprehensive access to your entirecontact database, including archived contacts. While deleted contacts can’t be retrieved, you can access all other contact records regardless of their status in.

How to make it work

Step 1. Set up your HubSpot connection.

Install Coefficient in your spreadsheet application and connect your HubSpot account through the “Connected Sources” menu. This establishes direct API access to all your contact data.

Step 2. Create a comprehensive contact import.

Select “Import from HubSpot” and choose the Contacts object. In the field selection, make sure to include status-related fields so you can see which contacts are active, inactive, or archived.

Step 3. Configure filters to include all contact statuses.

Use Coefficient’s filtering options to specifically include contacts based on their status. You can set up filters to pull all contacts regardless of their active/inactive/archived status, or create separate imports for different status types.

Step 4. Use dynamic filtering for flexible criteria.

Set up dynamic filters that reference spreadsheet cells containing status criteria. This lets you easily change which contact types to include without recreating the import.

Step 5. Import with full property data.

Run the import to pull all contacts with their complete property data and associations with other HubSpot objects. This gives you a complete picture of your contact database for backups, migrations, or compliance reporting.

Get complete database visibility for better analysis

Start usingThis comprehensive approach is valuable for database backups, historical analysis including churned customers, compliance reporting, and data reconciliation between systems.Coefficient to access your complete contact database.

Extract omni channel work item routing and acceptance timestamps for time analysis in Salesforce

Salesforce’snative export and reporting tools limit your access to complete timestamp data and don’t provide the granular analysis capabilities needed for comprehensive omni channel time analysis.

You’ll learn how to extract complete timestamp data and perform detailed time analysis that goes far beyond what standard Salesforce tools can provide.

Extract complete timestamp data for advanced analysis

CoefficientSalesforce’sexcels at extracting omni channel work item timestamps for detailed time analysis. This is exactly the type of data extraction challenge that Coefficient was designed to solve, offering capabilities that surpasslimitations.

How to make it work

Step 1. Import all relevant timestamp fields.

Use Coefficient’s “From Objects & Fields” method to import complete timestamp data including RouteDate, AcceptDate, CreatedDate, and any custom timestamp fields. Include associated agent, queue, and case information for comprehensive analysis context.

Step 2. Set up flexible data selection.

Configure custom SOQL queries for complex data needs or use dynamic filters to focus on specific time periods, agents, or work item types. This gives you precise control over which timestamp data to analyze.

Step 3. Schedule real-time extraction.

Set up automatic refreshes to maintain current timestamp data and access historical work item data for long-term trend analysis. This ensures your time analysis always reflects the most recent activity.

Step 4. Perform advanced time analysis.

Calculate routing-to-acceptance intervals with precision down to seconds, identify patterns in response times by agent or time of day, and create time-based performance dashboards with automatic updates using your spreadsheet’s full analytical capabilities.

Advanced analysis capabilities

This approach enables sophisticated time analysis:

  • Statistical analysis – calculate averages, percentiles, and standard deviations using spreadsheet functions
  • Pattern identification – spot trends in response times by various dimensions
  • Performance dashboards – create visual dashboards with automatic updates
  • Data integration – export calculated metrics back to Salesforce for integration with other systems

Get the granular analysis you need

Start extractingThis method provides much more comprehensive timestamp analysis capabilities than Salesforce’s standard tools, which often aggregate or limit timestamp data access.your complete timestamp data today.

Extract permission set license assignment data with user attributes for Salesforce audit

License assignment auditing requires comprehensive data extraction that combines assignment details with user attributes for compliance verification, but Salesforce’s native reporting makes this process cumbersome and incomplete.

Here’s how to create complete audit datasets with all the user context and historical tracking you need for compliance documentation.

Build comprehensive audit datasets with automated extraction using Coefficient

Coefficientprovides a complete audit solution by enabling comprehensive permission set license assignment data extraction with full user attributes in a single automated process, eliminating the manual data compilation required in native Salesforce.

How to make it work

Step 1. Set up a comprehensive audit data import.

SalesforceConnect to yourorg and create an import that combines all permission set license assignments with license names, complete user profiles (Name, Email, Department, Role, Manager), assignment dates, and user activity data like LastLoginDate and IsActive status.

Step 2. Configure automated audit workflows with scheduled imports.

Set up daily or weekly scheduled imports to capture current assignments automatically. Use the append functionality to maintain historical assignment records while adding new data, creating a complete audit trail with timestamps.

Step 3. Apply audit-specific filters and date ranges.

SalesforceUse dynamic filters for specific audit periods, user populations, or organizational units. Filter by assignment date ranges, active users, or specific departments to focus your audit scope in.

Step 4. Create automated documentation and export processes.

Set up automated exports for compliance documentation through scheduled export functionality. Create formatted audit reports with pivot tables showing license distribution, user activity correlation, and assignment change tracking.

Step 5. Build historical comparison and validation capabilities.

Use snapshot functionality to preserve audit data at specific points in time. Compare current assignments against historical snapshots to identify changes, validate compliance, and track license usage trends over audit periods.

Streamline your license compliance auditing process

Set up your auditThis automated approach provides audit-ready datasets with complete historical tracking and minimal manual intervention.data extraction process to ensure comprehensive license compliance documentation.

Filter Salesforce report data by $User.Id without creating custom fields

Salesforce’s$User.Id variable has limited functionality in standard reports and often requires workarounds like custom fields or dashboard filters that create maintenance overhead.

You’ll discover how to achieve reliable user context filtering without the $User.Id variable or any custom field creation.

Use direct SOQL queries for reliable user filtering using Coefficient

CoefficientSalesforce’sbypasses $User.Id limitations entirely by using direct SOQL queries that reference specific User IDs without requiringlimited variable functionality. This provides more reliable and flexible user context filtering, especially for cross-object reports.

How to make it work

Step 1. Write custom SOQL queries with direct User ID filtering.

In Coefficient, use the Custom SOQL Query option to write queries like: SELECT Id, Subject, ActivityDate, WhoId FROM Task WHERE OwnerId = ‘005XX000004TmiQ’ AND ActivityDate = THIS_MONTH. This directly filters by User ID without relying on Salesforce’s $User.Id variable.

Step 2. Make User IDs dynamic with cell references.

Use Coefficient’s dynamic filters feature to point your User ID filter to a specific cell in your spreadsheet. This lets you easily switch between users or automate user-specific imports by simply changing the cell value containing the User ID.

Step 3. Handle cross-object scenarios reliably.

Unlike Salesforce’s $User.Id which can lose context across object relationships, Coefficient’s direct SOQL approach maintains consistent user filtering across any object combination. Write queries that join multiple objects while preserving user context throughout.

Get user filtering that actually works consistently

Start buildingThis approach provides more reliable user context filtering than Salesforce’s native $User.Id implementation, especially when working across multiple objects or complex relationships.consistent user-filtered reports today.