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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.”
VLOOKUP fails to recognize text-formatted Salesforce IDs when there’s a data type mismatch between your lookup value and table array, often caused by Excel’s inconsistent formatting of imported data.
Here’s how to maintain consistent data types and eliminate format-sensitive lookup problems in your Salesforce workflows.
Maintain consistent Salesforce ID data types using Coefficient
CoefficientSalesforceresolves text formatting recognition issues by maintaining consistent data types duringimports. The platform’s direct connection preserves proper ID formatting without the data type conflicts that occur during manual exports.
How to make it work
Step 1. Set up direct Salesforce import through Coefficient.
Install Coefficient and connect to your Salesforce org. The direct API connection maintains data type integrity, preventing the formatting inconsistencies that break VLOOKUP recognition.
Step 2. Import data with preserved formatting integrity.
Choose existing reports or build custom object queries. Coefficient imports your data with consistent formatting that eliminates the export/import cycle causing data type conflicts.
Step 3. Use built-in relationship mapping instead of VLOOKUP.
Access data with relationships already established through Salesforce’s native connections. This removes dependency on format-sensitive VLOOKUP functions that fail with data type mismatches.
Step 4. Schedule refreshes with consistent data formatting.
Configure automatic updates that maintain proper data types across all refreshes. Each import preserves consistent formatting without the manual formatting steps that introduce errors.
Eliminate formatting headaches entirely
Try CoefficientRather than fixing VLOOKUP text formatting recognition issues, Coefficient imports your Salesforce reports with proper data relationships already established and consistent formatting maintained.to ensure accurate data analysis without format-dependent lookup problems.
