Category: Excel

Import Excel files with lookup relationships into Salesforce

Importing Excel files with lookup relationships into Salesforce requires resolving reference data, handling missing lookups, and managing import sequencing to maintain relationship integrity across connected objects.

Here’s how to handle complex lookup relationships with automatic resolution and comprehensive error management.

Manage lookup relationships with automatic reference resolution using Coefficient

Coefficient excels at lookup relationship management with intelligent matching strategies, automatic reference resolution, and coordinated import sequencing. The platform can resolve lookups by name, external ID, or unique identifiers while handling missing reference data with configurable strategies.

How to make it work

Step 1. Configure lookup field mapping and resolution strategy.

In Coefficient’s field mapping interface, identify lookup fields in your Excel data. Configure how each lookup should be resolved – by record name, external ID, email, or other unique identifiers. Set your preferred strategy for missing lookups (skip record, create parent record, or generate error).

Step 2. Set up automatic parent record creation for missing references.

Enable Coefficient’s automatic parent record creation feature for missing lookup values. This ensures that when a referenced Account or Contact doesn’t exist, Coefficient can create the parent record first, then establish the lookup relationship.

Step 3. Preview lookup resolution and relationship mapping.

Use Coefficient’s preview feature to see exactly how lookup relationships will be resolved. The preview shows which references will be matched to existing records, which will trigger new record creation, and any potential lookup failures before import execution.

Step 4. Execute import with coordinated relationship processing.

Run the import with Coefficient’s intelligent sequencing that processes parent records before child records. Monitor the relationship resolution process with real-time status updates showing successful lookups, created parent records, and any relationship integrity issues.

Step 5. Review comprehensive relationship integrity reporting.

After import completion, review Coefficient’s detailed reporting showing lookup resolution success rates, newly created parent records, and any relationship validation errors. Use this data to refine your lookup strategies for future imports.

Simplify complex relationship imports

Lookup relationship management becomes straightforward with automatic reference resolution, intelligent matching strategies, and coordinated import sequencing. Start using Coefficient to eliminate the complexity of relationship handling while ensuring data integrity across all connected Salesforce objects.

Import multi-sheet Excel workbooks into different Salesforce objects

Importing multi-sheet Excel workbooks into different Salesforce objects requires coordinated processing, relationship management, and careful sequencing to maintain data integrity across multiple objects.

This guide shows you how to handle complex multi-sheet imports with automatic object mapping and relationship resolution.

Handle multi-sheet Excel imports with intelligent object mapping using Coefficient

Coefficient provides sophisticated multi-sheet processing that automatically maps each sheet to different Salesforce objects while maintaining referential integrity through lookup relationships. The platform handles import sequencing, relationship detection, and coordinated processing across all sheets.

How to make it work

Step 1. Upload your multi-sheet Excel workbook to Coefficient.

Navigate to the Coefficient dashboard and select “New Import.” Choose your Excel file containing multiple sheets. Coefficient will automatically detect all sheets and display them for individual configuration.

Step 2. Configure object mapping for each sheet.

For each detected sheet, select the target Salesforce object (Accounts, Contacts, Opportunities, etc.). Coefficient’s intelligent mapping will automatically suggest field mappings based on column headers and data patterns. Review and adjust mappings as needed for each sheet.

Step 3. Set up relationship dependencies and import sequencing.

Configure lookup relationships between sheets (like Account to Contact relationships). Coefficient automatically determines the correct import order to ensure parent records are created before child records that reference them.

Step 4. Preview and validate the multi-sheet import.

Use Coefficient’s preview feature to see exactly how each sheet will map to its target Salesforce object. The preview shows relationship mappings, data validation results, and any potential issues across all sheets before execution.

Step 5. Execute the coordinated import with comprehensive tracking.

Run the import and monitor progress across all sheets simultaneously. Coefficient provides detailed reporting showing success/failure rates for each object, relationship integrity status, and specific error details for any failed records.

Streamline your multi-object data imports

Multi-sheet Excel imports become manageable with automated object mapping, relationship handling, and coordinated processing. Try Coefficient to eliminate the complexity of custom development while ensuring data integrity across all your Salesforce objects.

JavaScript libraries for generating XLS files directly from Lightning component data in Salesforce

JavaScript libraries like SheetJS and ExcelJS can generate XLS files in Lightning components, but they require large bundle sizes, complex API management, and often crash with enterprise-scale datasets due to browser memory constraints.

You’ll discover a more reliable approach that eliminates JavaScript library dependencies while providing superior Excel export capabilities for your Salesforce data.

Generate Excel files without JavaScript libraries using Coefficient

Coefficient replaces the need for client-side JavaScript libraries by processing Salesforce data server-side and generating native Excel files. This eliminates the bundle size, memory, and Content Security Policy issues that plague Lightning component implementations while providing advanced Excel features that JavaScript libraries can’t match.

How to make it work

Step 1. Replace JavaScript imports with direct Salesforce connection.

Instead of importing SheetJS or ExcelJS libraries into your Lightning component, connect Coefficient directly to your Salesforce org. This eliminates the 500KB+ bundle overhead and CSP compatibility issues that affect Lightning components.

Step 2. Configure your data sources.

Select the same Salesforce objects, reports, or SOQL queries that your Lightning component accesses. Coefficient automatically handles lookup relationships, picklist values, and currency formatting that require extensive custom code with JavaScript libraries.

Step 3. Set up Excel generation.

Configure multi-worksheet exports, advanced formatting, and pivot table preparation that would require hundreds of lines of JavaScript library code. Coefficient handles these features natively without browser performance impact.

Step 4. Enable automated delivery.

Schedule Excel file generation and delivery to stakeholders, eliminating the user interaction and download management that Lightning components require. This works reliably across all devices and browsers without compatibility testing.

Eliminate JavaScript library maintenance overhead

While JavaScript libraries require ongoing updates, compatibility testing, and performance optimization, Coefficient provides enterprise-grade Excel export capabilities with zero code maintenance. Start using Coefficient to replace your Lightning component development with a more reliable and feature-rich solution.

Map Salesforce custom fields to Excel columns using REST API

You can access Salesforce custom fields in Excel without writing VBA code for API metadata calls or field mapping logic. Modern integration tools provide automatic field discovery and readable column formatting.

Here’s how to work with custom objects and custom fields seamlessly, including related object data and dynamic schema changes.

Access all Salesforce custom fields automatically using Coefficient

Coefficient provides automatic field mapping for all Salesforce custom fields without requiring manual API metadata calls or VBA field mapping logic. When working with custom objects or custom fields on standard objects, Coefficient’s built-in field discovery eliminates the complexity of dynamically mapping Salesforce schema to Excel columns. All custom fields appear in selectable field lists with readable column headers.

How to make it work

Step 1. Access custom fields through automatic discovery.

When importing Salesforce data, Coefficient automatically discovers all available custom fields without additional API requests. Custom field API names (like Custom_Field__c) are converted to readable column headers, eliminating the need to process field metadata programmatically.

Step 2. Preserve custom field data types.

Coefficient maintains custom field data types including picklists, formulas, and lookups without manual data type conversion logic. Multi-select picklists and other complex custom field types are handled automatically, which would require extensive VBA development.

Step 3. Handle schema changes dynamically.

When new custom fields are added to your Salesforce org, Coefficient automatically accommodates these changes without breaking existing imports. This eliminates the need to update VBA code when custom field schemas evolve during development or business process changes.

Step 4. Access related object custom fields.

Coefficient provides access to custom fields from parent and child relationships without additional relationship traversal logic. This is particularly valuable for complex data models with custom objects and cross-object custom fields that would require multiple API calls in VBA.

Work with complex Salesforce customizations effortlessly

Skip the complexity of VBA field discovery and schema parsing logic. Coefficient’s automatic custom field mapping provides immediate access to all available data, including industry-specific customizations and evolving business processes. Try Coefficient free and access your custom Salesforce fields today.

Marketing Cloud Excel file attachment limitations and supported file formats

Marketing Cloud typically supports PDF attachments but severely restricts Excel files (.xlsx/.xls). You’ll hit file size limits of 1MB or less, security restrictions that block executable file types, and deliverability issues that cause emails to be flagged as spam.

Instead of working around these limitations, there’s a better way to share spreadsheet data that eliminates all file format restrictions while providing recipients with more valuable, current information.

Eliminate Marketing Cloud file format restrictions with live data sharing using Coefficient

Coefficient bypasses all Marketing Cloud attachment limitations by creating live Google Sheets that automatically update with your Salesforce data. Recipients get links to always-current spreadsheets instead of static files that face size and format restrictions. This approach works particularly well for sales reports, opportunity pipelines, and campaign performance data that needs to be current when recipients view it.

How to make it work

Step 1. Connect Coefficient to your Salesforce org.

Import any Salesforce data including all standard objects like Accounts, Contacts, and Opportunities, plus custom objects and reports. There are no size restrictions on the data you can import, unlike Marketing Cloud’s 1MB attachment limit.

Step 2. Set up scheduled refreshes aligned with your email campaigns.

Configure automatic data updates to occur before your email sends – hourly for time-sensitive campaigns, daily for regular updates, or weekly for broader reporting. This ensures data currency without manual intervention.

Step 3. Create shareable Google Sheets links for your email templates.

Generate secure sharing links with appropriate permissions. Recipients can access full spreadsheet functionality including sorting, filtering, and calculations without any download requirements or file format concerns.

Step 4. Replace static attachments with live data links in Marketing Cloud.

Include your Google Sheets links in email templates instead of trying to attach Excel files. Recipients get real-time data access that updates automatically from your Salesforce org, providing more value than static files ever could.

Move beyond static file limitations

Live data sharing eliminates Marketing Cloud’s file format restrictions while delivering more valuable, always-current information to your recipients. Get started with Coefficient to transform your email data sharing approach.

Maximum file size limits for Excel attachments in Salesforce Marketing Cloud emails

Marketing Cloud enforces strict file size limits of typically 1MB or less for email attachments, making large Excel files impossible to send directly. These limitations often force you to compress data or split reports, reducing their value to recipients.

Here’s how to eliminate file size limitations entirely while providing recipients with full datasets and complete spreadsheet functionality without any size restrictions.

Bypass Marketing Cloud size limits with unlimited cloud-based data sharing using Coefficient

Coefficient eliminates file size limitations entirely by providing cloud-based data sharing. You can import large datasets from Salesforce without size restrictions and share them through links that aren’t subject to Marketing Cloud’s attachment limits. Recipients access full datasets with complete spreadsheet functionality instead of compressed or split files.

How to make it work

Step 1. Import large datasets without size restrictions using Coefficient’s object and report import capabilities.

Access all Salesforce data including comprehensive reports with thousands of records, complete opportunity pipelines, or detailed campaign performance data. There are no size limitations on what you can import, unlike Marketing Cloud’s 1MB attachment restriction.

Step 2. Set up automatic data optimization with scheduled refresh.

Configure Coefficient’s scheduled refresh feature to ensure data stays current without requiring new large file uploads. Your data updates automatically from Salesforce, maintaining freshness without hitting size limits during email sends.

Step 3. Create unlimited sheet access through shareable links.

Generate Google Sheets links that provide recipients with access to full datasets. Recipients can sort, filter, and analyze complete data sets without any size restrictions that would limit static Excel attachments.

Step 4. Provide efficient data delivery without download requirements.

Recipients access comprehensive datasets through links rather than large file downloads. They get full spreadsheet functionality including formulas, pivot tables, and data analysis tools without any file size constraints.

Share unlimited data without restrictions

For example, a comprehensive sales pipeline report with thousands of opportunities can be shared as a live Google Sheets link, providing recipients with full functionality without any size restrictions that would limit static Excel attachments. Start sharing unlimited datasets today.

Parse both CSV and Excel files in single Aura component with conditional record insertion logic for Salesforce

Building a unified Aura component to handle both CSV and Excel files with conditional insertion logic requires Papa Parse for CSV, SheetJS for Excel, and extensive conditional JavaScript logic.

Here’s how to create a unified processing pipeline that handles multiple file formats with advanced conditional logic without custom parsing libraries.

Create unified multi-format processing with conditional logic using Coefficient

Coefficient eliminates the complexity of multiple parsing libraries through Google Sheets’ universal file support. Handle both CSV and Excel files in a single workflow with formula-based conditional logic for Salesforce and Salesforce integration.

How to make it work

Step 1. Import files with automatic format detection.

Upload both CSV and Excel files directly to Google Sheets. The platform automatically detects file formats and handles parsing without requiring separate JavaScript libraries for different file types.

Step 2. Add conditional logic columns.

Create conditional columns using spreadsheet formulas to determine insertion logic. For example, use =IF(B2=”New Customer”, “INSERT”, “UPDATE”) to set different actions based on data values, or =AND(C2<>“”, D2>100) to create complex conditional criteria.

Step 3. Configure filtered exports.

Set up multiple Coefficient export configurations with conditional filtering. Configure exports to only process rows meeting specific criteria, such as records where your conditional column equals “TRUE” or matches specific values.

Step 4. Set up dynamic field mapping.

Configure different field mappings based on data source or conditions. Use conditional formulas to route data to different Salesforce fields based on the original file type or data characteristics.

Step 5. Configure multi-object routing.

Route different data types to appropriate Salesforce objects based on your conditional logic. Set up separate exports for different record types, such as sending leads to Lead object and customers to Account object.

Step 6. Use UPSERT for intelligent processing.

Configure UPSERT operations with unique_Id__c for automatic insert/update decisions. This works regardless of original file format and handles conditional logic for existing versus new records.

Simplify multi-format file processing

This unified approach eliminates library management complexity, simplifies conditional logic through familiar spreadsheet formulas, and provides flexible routing without code changes. Start processing multiple file formats efficiently.

Parse JSON response from Salesforce REST API in Excel VBA

You don’t need to parse JSON responses in Excel VBA when working with Salesforce REST API data. Modern integration tools automatically convert API responses into structured Excel data without custom parsing code.

Here’s how to get Salesforce data into Excel without dealing with VBA’s JSON parsing limitations or external libraries.

Convert Salesforce JSON responses to Excel data automatically using Coefficient

Coefficient eliminates the need for JSON parsing in Excel VBA by automatically converting Salesforce API responses into structured Excel data. VBA lacks native JSON parsing capabilities, requiring complex custom parsing functions or external libraries that may not be available in all Excel environments. Coefficient’s automatic JSON processing handles all response formats, including nested objects and complex field structures.

How to make it work

Step 1. Connect to Salesforce without coding.

Use Coefficient to establish a secure connection to your Salesforce org. This eliminates the need to write VBA code for API authentication and HTTP requests that return JSON responses requiring manual parsing.

Step 2. Import data with automatic JSON conversion.

Select your Salesforce data using existing reports, custom object selections, or SOQL queries. Coefficient automatically handles the JSON response parsing, converting nested objects to readable column formats and managing arrays appropriately.

Step 3. Handle complex Salesforce structures seamlessly.

Coefficient’s pre-built parsing logic handles complex JSON structures like compound fields (addresses, names) and relationship queries better than custom VBA implementations. This includes proper data type conversion and error handling for malformed responses.

Step 4. Preserve data relationships automatically.

Lookup fields and related object data are converted to Excel format without additional parsing logic. Coefficient manages the complex nested JSON structures that would require extensive VBA development to handle properly.

Get Salesforce data without JSON parsing complexity

Skip VBA’s JSON parsing limitations and external library dependencies. Coefficient’s automatic response processing handles all Salesforce data structures reliably, including custom objects with unique field configurations. Start your free trial and eliminate JSON parsing code from your Excel workflows.

Power Query performance optimization for Salesforce cross-object queries over 25000 rows

Power Query’s architecture creates inherent performance bottlenecks with large cross-object Salesforce datasets because it processes relationships through sequential API calls and local joins. With 25,000+ rows, these limitations become prohibitive and often crash Excel.

Here’s how to handle large cross-object queries with 10x faster performance than Power Query can deliver.

Bulk API optimization handles large cross-object datasets natively

Coefficient’s architecture specifically addresses large dataset performance through optimizations that Power Query cannot match. Bulk API support handles large datasets natively without client-side processing overhead, while parallel batch execution processes multiple data chunks simultaneously.

How to make it work

Step 1. Set up Coefficient with Bulk API support.

Install Coefficient and connect to Salesforce with automatic Bulk API optimization enabled. This handles large datasets natively without the memory limitations that plague Power Query.

Step 2. Use Objects & Fields for cross-object queries.

Select your primary object (like Opportunities) and add related fields directly (Account.Name, Contact.Email, User.Name) in a single operation. This eliminates expensive local join operations that slow down Power Query.

Step 3. Configure optimal batch processing.

Set batch sizes up to 10,000 records to optimize throughput versus memory usage. Parallel execution processes multiple batches simultaneously, delivering complete cross-object datasets efficiently.

Step 4. Use Custom SOQL for complex scenarios.

For advanced cross-object requirements, write custom SOQL queries that retrieve related object fields directly. This provides ultimate flexibility for complex filtering, aggregations, and joins that bypass Power Query’s limitations entirely.

Handle large datasets without performance penalties

Cross-object queries with 25,000+ rows don’t have to take hours or crash Excel. Coefficient’s native optimization delivers complete datasets in minutes with parallel processing and Bulk API support. Transform your large dataset performance today.

Query Salesforce Report object metadata using SOQL for Excel export

Traditional SOQL tools require separate export processes and manual formatting to get Report object metadata into Excel. You’ll face API limit concerns and need additional tools for proper data presentation.

Here’s how to execute custom SOQL queries with seamless Excel export capabilities built-in.

Execute SOQL queries with direct Excel export using Coefficient

Coefficient provides custom SOQL query functionality with built-in Excel export. You can access Salesforce Report object metadata without API limit concerns for metadata queries and eliminate the need for additional formatting tools.

How to make it work

Step 1. Write your custom SOQL query for basic report inventory.

Start with: SELECT Id, Name, DeveloperName, FolderName, Format, LastModifiedDate, OwnerId FROM Report. This captures essential report metadata in a single query.

Step 2. Expand to detailed report analysis.

Use: SELECT Id, Name, Description, FolderName, Format, CreatedDate, LastModifiedDate, LastRunDate, OwnerId, IsDeleted FROM Report WHERE IsDeleted = FALSE. This provides comprehensive report information excluding deleted items.

Step 3. Track report usage patterns.

Query: SELECT Id, Name, FolderName, LastRunDate, TimesRun, OwnerId FROM Report WHERE LastRunDate != NULL ORDER BY LastRunDate DESC. This identifies which reports are actively used and when.

Step 4. Set up automated refresh scheduling.

Configure hourly, daily, or weekly refreshes to keep your Excel report catalog synchronized with Salesforce changes. This provides real-time visibility into report modifications and usage patterns.

Keep your report catalog synchronized automatically

This approach eliminates the complexity of standalone SOQL tools while providing automated Excel exports that stay current with your Salesforce environment. Execute your custom SOQL queries with built-in Excel integration.