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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.”
Building an Aura component for Excel-to-Salesforce conversion requires complex data type handling, field mapping logic, and unique ID matching validation across your custom objects.
Here’s a direct pipeline that handles Excel conversion and unique ID matching without custom component development.
Create a direct Excel-to-Salesforce pipeline using Coefficient
Coefficient provides a no-code solution that handles the entire Excel-to- Salesforce conversion process. Upload Excel files to Google Sheets, then use intelligent field mapping and flexible matching logic to push data directly to custom objects.
How to make it work
Step 1. Import Excel data into Google Sheets.
Upload your Excel file to Google Sheets to preserve all formatting and data types. Google Sheets natively handles Excel data types, eliminating common parsing errors that occur with custom JavaScript solutions.
Step 2. Configure export to target custom object.
Install Coefficient and set up an export targeting your specific custom object. The system automatically detects all available fields in your custom object, including custom fields and relationships.
Step 3. Set up intelligent field mapping.
Coefficient automatically maps Excel columns to Salesforce fields based on naming conventions. For example, “First Name” automatically maps to “FirstName” field. You can manually override any automatic mappings using the visual interface.
Step 4. Configure unique ID matching logic.
Choose UPSERT operation and set your unique_Id__c as the External ID for exact matching. You can also configure multiple field combinations for complex matching scenarios, such as matching on both email and company name.
Step 5. Preview data transformation.
Use the preview functionality to validate your data transformation before execution. This shows exactly how your Excel data will appear in Salesforce fields and identifies any data type conversion issues.
Step 6. Execute with real-time monitoring.
Run the export with live status tracking and detailed error logs for any failed records. The system provides real-time updates on processing progress and maintains detailed audit trails.
Step 7. Save configuration for reuse.
Save your export mappings for recurring data loads. This eliminates the need to reconfigure field mappings and matching logic for similar Excel files in the future.
Streamline your data conversion process
This pipeline eliminates data type conversion issues, provides advanced field mapping capabilities, and offers reusable configurations for ongoing data synchronization. Set up your Excel-to-Salesforce conversion today.
