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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.”
While you can’t fully automate Excel to Knowledge article conversion with a single tool, you can create a robust automation strategy that combines data import tools with custom API development.
Here’s how to build an automated workflow that handles the data extraction and preparation phases, then triggers Knowledge article creation through Salesforce APIs.
Automate Excel data preparation with Coefficient
Coefficient serves as a crucial component in your automation strategy by handling the data extraction and preparation phases. While it doesn’t directly create Knowledge articles, it can automatically import Excel data into Salesforce objects on scheduled intervals, eliminating manual data entry steps.
How to make it work
Step 1. Set up automated data extraction with Coefficient.
Configure Coefficient to automatically import Excel data into Salesforce custom objects on scheduled intervals. This ensures your Excel data is properly structured and updated in Salesforce objects that can be referenced by articles or trigger automated processes.
Step 2. Create trigger-based automation workflows.
Use Coefficient’s scheduling features to automatically refresh Excel data, which can then trigger automated processes via Salesforce Flow or Apex when data changes occur. Set up these triggers to detect when new data arrives or existing data updates.
Step 3. Build Knowledge article creation via Salesforce APIs.
Develop custom Apex code or Salesforce Flow processes that use the Knowledge API to create or update articles when your Coefficient-imported data changes. This completes the automation loop from Excel data changes to Knowledge article updates.
Build a complete automation solution
Combining Coefficient for data management with custom automation provides a more robust, maintainable solution than pure API-based conversion. Start automating your Excel to Salesforce data workflows today.
