How to display Excel preview before importing to Salesforce Account in LWC

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

Preview Excel data before Salesforce Account imports without building custom LWC data tables. Get rich preview with validation indicators and field mapping.

salesforce to google sheets connector

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Creating Excel preview functionality in LWC means building custom Lightning Data Table components, pagination logic, and memory management for large datasets. That’s substantial front-end development for functionality that’s peripheral to your core business logic.

Here’s how to provide rich preview experiences without the custom component development.

Get comprehensive preview with validation built-in

Coefficient provides a sophisticated preview experience specifically optimized for Salesforce Account imports. You get rich data display, field mapping visualization, and validation indicators without building custom LWC interfaces.

How to make it work

Step 1. Load your Excel data for rich preview display.

Coefficient displays Excel data with preserved formatting including dates, currencies, and number formats. No need to build custom formatting logic or handle different data types in HTML display.

Step 2. Visualize field mappings alongside data.

See exactly how Excel columns will map to Salesforce Account fields directly in the preview. The interface shows both your source data and target field information side by side.

Step 3. Review validation indicators in context.

Data quality issues, required field gaps, and validation errors are highlighted directly in the preview. You can see problematic records before attempting the import.

Step 4. View Salesforce field context.

The preview displays Salesforce field types, requirements, and constraints alongside your Excel data. Understand exactly what will happen to each piece of data during import.

Step 5. Select specific data for import.

Choose specific rows or ranges for import rather than processing the entire file. This selective import capability is built into the preview interface.

Step 6. Compare before and after transformation.

See how your data will appear in Salesforce after transformation and validation. This before/after comparison builds confidence before committing data changes.

Preview with confidence, import with certainty

Excel preview functionality should provide insight and confidence, not require extensive custom development. Try Coefficient to get comprehensive preview capabilities without building custom LWC data tables.

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