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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.”
Coefficient provides comprehensive bulk update capabilities that surpass force.com connector’s functionality through advanced batch processing with configurable sizes up to 10,000 records. You get four update operations with built-in validation and detailed error reporting.
Here’s how to perform bulk Salesforce updates from Excel with better performance and reliability than the deprecated connector.
Perform bulk Salesforce updates from Excel using Coefficient
Coefficient’s Export to Salesforce feature handles Update, Insert, Upsert, and Delete operations with parallel batch execution control for faster processing. You get preview functionality, status tracking, and automatic retry logic that force.com connector lacked.
How to make it work
Step 1. Import current Salesforce data for modification.
Use any Coefficient import method to pull existing Salesforce records into Excel. This ensures you have proper record IDs and field structure for bulk updates.
Step 2. Modify data directly in Excel for bulk changes.
Make your bulk changes directly in the Excel worksheet. Add new rows for bulk inserts, modify existing data for updates, or mark records for deletion. Excel’s data manipulation tools work normally with imported Salesforce data.
Step 3. Configure bulk update operation and batch settings.
Choose your operation type: Update (modify existing records with record ID), Insert (create new records), Upsert (update existing or create new with External ID), or Delete (bulk remove records). Set batch size from default 1,000 up to maximum 10,000 for optimal performance.
Step 4. Set up field mapping and validation.
Configure field mapping between Excel columns and Salesforce fields. Coefficient automatically maps fields for its own imports or allows manual mapping for external data. Field mapping validation prevents data type mismatches before execution.
Step 5. Preview and execute bulk updates with monitoring.
Use the preview functionality to validate changes before execution and identify potential issues. Execute bulk updates with real-time progress monitoring, detailed success/failure reporting for each record, and automatic retry logic for transient API errors.
Performance advantages over force.com connector
Unlike force.com connector’s single-record processing limitations and manual error handling, Coefficient uses Salesforce’s Bulk API for large datasets and REST API for smaller updates. The system automatically selects the optimal method based on record count and data complexity while providing comprehensive error handling and recovery options.
Execute your bulk Salesforce updates
Stop limiting yourself to single-record updates and manual error handling. Start using Coefficient for efficient bulk updates to Salesforce from Excel with enterprise-grade batch processing.
