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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.”
Salesforce’s standard export tools force you to export leads, contacts, and accounts separately, breaking the relational connections between these critical data points and making comprehensive analysis nearly impossible.
Here’s how to export all three object types while maintaining their relationships in a single, cohesive Excel file.
Preserve data relationships during export using Coefficient
Coefficient solves this challenge through its advanced import capabilities that can include related object fields through lookup relationships. Instead of separate exports that you have to manually connect, you get a unified dataset with all relationships intact.
How to make it work
Step 1. Set up your primary lead import with related fields.
Connect Salesforce to Excel through Coefficient. Choose “From Objects & Fields” and select the Lead object. When selecting fields, include related account and contact fields like Account.Name, Account.Type, Contact.Email, and Contact.Phone directly in your lead import.
Step 2. Create additional imports for complete object data.
Set up separate imports for the Contact and Account objects to capture fields that aren’t available through the lead relationship. This gives you both the relational data in your lead export and complete object records for detailed analysis.
Step 3. Use custom SOQL queries for complex relationships.
For advanced relationship mapping, write custom SOQL queries that join multiple objects with proper relationship mapping. For example: “SELECT Id, Name, Company, Account.Name, Account.Type FROM Lead WHERE Account.Id != null” pulls leads with their account information in a single query.
Step 4. Maintain relationships with common identifier fields.
Include key relationship fields like Account ID and Contact ID in all your imports. This allows you to use Excel functions like VLOOKUP or INDEX/MATCH to connect data across different sheets if needed, though the related fields approach eliminates most of this manual work.
Step 5. Set up automatic refreshes to keep relationships current.
Schedule your imports to refresh automatically so that when underlying Salesforce data changes, your Excel relationships update automatically. This maintains data integrity without manual re-exports.
Get comprehensive customer data in one place
This approach preserves all relational data while providing a complete view of your customer data in a manageable Excel format. Start building your unified customer database today.
