How to handle batch processing for Salesforce import limits

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

Manage large dataset imports within Salesforce API limits using intelligent batch processing. Automate scheduling and error handling for reliable transfers.

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Large dataset imports fail when they exceed API limitations or timeout constraints. Manual CSV imports often crash entirely when they hit these limits, leaving you with no visibility into what succeeded or failed during the transfer process.

Here’s how to use intelligent batch processing that automatically manages import constraints while providing complete visibility into transfer progress and error handling.

Automate large imports with intelligent batch management using Coefficient

Coefficientis specifically designed for batch processing large datasets while respecting API limitations, making it ideal for managing substantial data imports within system constraints. This approach provides far superior control and visibility compared to manual import methods.

How to make it work

Step 1. Configure optimal batch sizes for your system.

SalesforceSalesforceSet batch sizes from 1,000 to 10,000 records per batch to stay withinorAPI limits. Start with smaller batches for testing, then increase size based on your system’s performance. Coefficient processes each batch independently, so failures don’t cascade across your entire import.

Step 2. Set up automated scheduling to spread load over time.

Use scheduling options to process batches automatically over hourly, daily, or weekly intervals. This prevents overwhelming your destination system while ensuring consistent progress. For example, process 5,000 records every hour to complete large imports systematically without manual intervention.

Step 3. Enable parallel batch execution control.

Configure how many batches run simultaneously to optimize throughput without exceeding system capacity. Coefficient manages the complexity of concurrent processing while respecting API rate limits and system constraints automatically.

Step 4. Monitor progress with real-time status tracking.

Watch detailed status updates showing exactly which records succeeded, failed, or need attention. Status columns in your spreadsheet provide complete visibility into import progress, making it easy to identify and address issues systematically rather than losing entire imports.

Step 5. Handle errors with built-in retry logic.

When individual records fail due to validation errors or temporary system issues, Coefficient automatically retries them with customizable retry attempts. You can also manually retry specific batches after fixing data issues, ensuring no records get lost in the import process.

Import with confidence and control

Start optimizingBatch processing transforms large data imports from risky all-or-nothing operations into manageable, controlled processes. With proper scheduling and error handling, you can import massive datasets reliably while maintaining complete visibility into what’s happening.your import process today.

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