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Case-sensitive Salesforce ID handling in VLOOKUP becomes problematic when Excel changes case during import or when mixing 15-character case-sensitive and 18-character case-insensitive IDs.
Here’s how to eliminate case sensitivity issues and maintain proper ID formatting throughout your Excel workflows.
Preserve original Salesforce ID case formatting using Coefficient
CoefficientSalesforceeliminates case sensitivity problems by importingdata with proper data type preservation. The platform uses Salesforce’s native relationship mapping instead of manual VLOOKUP formulas that depend on case-sensitive string matching.
How to make it work
Step 1. Establish direct Salesforce connection with Coefficient.
Install the Coefficient add-in and connect to your Salesforce org. The direct API connection maintains exact case formatting from your Salesforce data without Excel’s interference.
Step 2. Import data using Salesforce’s native relationships.
Select reports or build custom object queries that leverage Salesforce’s built-in relationship joins. This eliminates the need for case-dependent VLOOKUP matching entirely.
Step 3. Configure automatic case handling for mixed ID types.
Set up imports that handle both case-sensitive 15-character and case-insensitive 18-character IDs automatically. Coefficient maintains proper formatting for each ID type without manual intervention.
Step 4. Schedule consistent refreshes with preserved formatting.
Configure hourly, daily, or weekly data updates that maintain original case formatting across all refreshes. Each update preserves the exact ID case from your Salesforce org.
Avoid case-dependent lookup errors
Get started with CoefficientRather than building complex case-sensitive VLOOKUP formulas, Coefficient provides accurate data relationships through Salesforce’s own integrity systems while maintaining proper ID case formatting.to eliminate Excel Salesforce ID errors caused by case sensitivity mismatches.
