SalesforceThe “required field missing” error happens because’s Data Import Wizard doesn’t tell you which specific fields are missing until after the import fails. This forces you into a frustrating trial-and-error cycle where you guess which fields need data.
Here’s how to identify missing required fields before you import and avoid failed uploads entirely.
Preview and validate required fields using Coefficient
Coefficientshows you exactly which records will fail due to missing required fields before you attempt the import. Unlike the Data Import Wizard, you can see validation issues upfront and fix them in your spreadsheet first.
How to make it work
Step 1. Upload your Excel file to Google Sheets.
Open Google Sheets and upload your Excel lead file. This removes the file size restrictions you’d face with the Data Import Wizard and gives you more flexibility to clean your data.
Step 2. Install Coefficient and connect to Salesforce.
Add Coefficient to your Google Sheets and authorize your Salesforce connection. This gives you access to all your Salesforce objects and fields for mapping.
Step 3. Set up your export mapping to the Lead object.
Click “Export to Salesforce” in the Coefficient sidebar and select the Lead object. Map each column from your Excel data to the corresponding Salesforce field, including all required fields like Company, Last Name, and any custom required fields.
Step 4. Run the preview to identify missing required fields.
Before executing the import, use Coefficient’s preview function. This shows you exactly which records have missing required fields and which specific fields need data. You’ll see validation errors before any import attempt.
Step 5. Fix the missing data and save your mapping.
Go back to your Google Sheets and fill in the missing required field data. Once your preview shows no validation errors, save your field mapping as a template for future lead imports.
Stop guessing and start importing with confidence
Try CoefficientThe preview functionality eliminates the guesswork that makes Salesforce’s native import tools so frustrating. You’ll know exactly what will work before you commit to the import.to see your validation errors upfront instead of after the fact.