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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.”
18-character Salesforce ID VLOOKUP failures happen when Excel treats these long alphanumeric strings inconsistently, sometimes as text and sometimes converting them to scientific notation.
Here’s how to maintain consistent ID formatting and eliminate matching issues with your Salesforce data imports.
Import Salesforce data with consistent ID formatting using Coefficient
CoefficientSalesforceimportsdata directly into Excel while preserving the exact 18-character ID format. The platform’s API connection ensures consistent formatting across all imports and refreshes.
How to make it work
Step 1. Connect Coefficient to your Salesforce org.
Install the Coefficient add-in and authenticate with your Salesforce credentials. The direct API connection maintains proper data types without Excel’s formatting interference.
Step 2. Import data with relationships already established.
Choose from existing Salesforce reports or build custom queries from objects and fields. Coefficient imports your data using Salesforce’s native object relationships, eliminating cross-referencing needs.
Step 3. Set up automatic standardization for mixed ID formats.
Coefficient handles both 15-character and 18-character IDs with automatic standardization options. Your data stays consistent regardless of which ID format your source uses.
Step 4. Schedule refreshes to maintain formatting integrity.
Configure hourly, daily, or weekly refreshes that preserve the full 18-character ID format. Each update maintains consistent formatting without manual intervention.
Get reliable Salesforce data relationships
Start using CoefficientInstead of fixing VLOOKUP matching problems, Coefficient provides data with relationships already mapped using Salesforce’s built-in connections.to eliminate ID formatting issues and get accurate data every time.
