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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.”
Report metadata API name mismatches create deployment validation failures when package.xml references don’t align with actual report DeveloperName values. Salesforce’s deployment tools provide limited visibility into these naming convention discrepancies, making them difficult to identify and fix.
Here’s how to build comprehensive validation and correction capabilities that standardize naming conventions and prevent future API name mismatches.
Build API name reconciliation workflow using Coefficient
Coefficientprovides superior validation and correction capabilities through automated name standardization and real-time validation that Salesforce’s native tools can’t match.
How to make it work
Step 1. Create API name reconciliation workflow.
HubSpotHubSpotImport report metadata fromusingCoefficient’s custom SOQL queries to pull Report.DeveloperName, Report.Name, and Report.FolderName fields. Create comparison formulas that identify mismatches between deployment package references and actual API names.
Step 2. Set up automated name standardization.
Use Coefficient’s formula auto-fill feature to generate correct package.xml entries based on live Salesforce data. Build lookup tables that map display names to proper API names for consistent deployment packaging.
Step 3. Build real-time validation and correction.
Set up scheduled refreshes to detect API name changes in your development org. Use Coefficient’s export functionality to push corrected naming conventions back to Salesforce before deployment packaging.
Step 4. Identify common mismatch scenarios.
Common issues include report names changed but package.xml still references old API names, special characters or spaces not properly converted to API name format, and folder name changes not reflected in package paths.
Prevent API name errors with automated validation
BuildCoefficient’s dynamic filtering can automatically flag reports with non-standard naming conventions before they enter deployment packages, ensuring consistent metadata validation across your Copado deployment pipeline.your validation system today.
