)
Written by
Table of Contents
“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.”
You can’t directly embed Excel tables in Salesforce Knowledge Base articles, but there’s a better approach that gives you live, searchable data instead of static files.
Here’s how to create dynamic references to your Excel data that stay current and provide better functionality than traditional embedding.
Display live Excel data in Salesforce using Coefficient
Instead of embedding static Excel files, Coefficient lets you sync your Excel data into Salesforce objects. Your Knowledge articles can then reference this live data through record links or custom components that pull from the synchronized data.
How to make it work
Step 1. Import your Excel data into Salesforce objects using Coefficient.
Connect your Excel file to Coefficient and map the data to either custom Salesforce objects or standard objects like Cases or Accounts. Set up automated refresh schedules (hourly, daily, or weekly) to keep your data current without manual updates.
Step 2. Create Knowledge articles that reference the imported data.
Write your Knowledge articles and include direct links to the Salesforce records containing your Excel data. You can also use custom Lightning components that dynamically pull from the Coefficient-synchronized data to display tables within your articles.
Step 3. Set up automatic data refreshes.
Configure Coefficient to refresh your Excel data on a schedule that matches your business needs. This ensures your Knowledge articles always reference current information, unlike static Excel embeds that become outdated quickly.
Why this beats static embedding
This approach gives you live data updates, better searchability within Salesforce, and proper security controls. Get started with Coefficient to turn your static Excel data into dynamic Salesforce resources.
