Export Salesforce campaign contacts to Excel preserving special characters and formatting

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

Export Salesforce campaign data to Excel without losing special characters or formatting. Maintain data integrity for international contacts and custom fields.

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Standard Salesforce CSV exports corrupt special characters in international contact names and drop formatting like leading zeros in phone numbers, making your campaign data unreliable.

Here’s how to export campaign contacts while preserving all special characters, formatting, and data integrity for accurate international marketing campaigns.

Preserve data integrity in campaign exports using Coefficient

Coefficient maintains UTF-8 encoding throughout the import process, preserving international characters and original field formatting that gets corrupted in standard CSV exports. Your contact names like “José María Rodríguez” stay intact instead of becoming unreadable.

How to make it work

Step 1. Use “Import from Objects & Fields” for full formatting preservation.

Import directly from Campaign Member and Contact objects rather than existing reports to ensure all formatting is preserved. This maintains phone number formats with country codes, custom date formats, currency symbols, and picklist values with special characters.

Step 2. Enable UTF-8 encoding for international characters.

Coefficient automatically maintains UTF-8 encoding, preserving accented characters (é, ñ, ü) in contact names, company names with special characters like “München GmbH”, and addresses with international formatting. No manual encoding adjustments needed.

Step 3. Set up format retention for custom fields.

Preserve original Salesforce field formatting including leading zeros in phone numbers or custom IDs, decimal precision in currency fields, and custom date formats from your org’s locale settings. Enable “Preserves formatting” in snapshot settings if using historical data capture.

Step 4. Add formula auto-fill for additional formatting needs.

Use formula auto-fill down for any additional formatting requirements like phone number standardization or name case conversion while maintaining the original data integrity. This gives you both preserved original data and standardized versions for analysis.

Keep your international campaign data intact

Stop losing data quality to export corruption and maintain accurate contact information for global campaigns. Start using Coefficient to preserve all your special characters and formatting automatically.

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