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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.”
Manual date and number formatting for Salesforce object creation often leads to validation errors and failed imports. You need automatic data type conversion that handles regional formats and field requirements.
This guide shows you how to eliminate formatting headaches with automatic recognition and conversion for all Salesforce data types.
Automatic data type formatting eliminates manual conversion using Coefficient
Coefficient handles data type formatting automatically during the export process. The system recognizes standard date formats, converts currency and percentage values correctly, and validates data types according to your Salesforce field requirements.
How to make it work
Step 1. Use standard regional date formats in your spreadsheet.
Coefficient recognizes standard date formats including MM/DD/YYYY, DD/MM/YYYY, and YYYY-MM-DD automatically. For DateTime fields, the system respects your Salesforce org’s timezone settings, ensuring dates appear correctly regardless of where the spreadsheet was created. Empty date cells are handled properly without creating validation errors.
Step 2. Let Coefficient handle currency and percentage formatting.
Currency fields are automatically converted from spreadsheet formatting including decimal places and currency symbols to proper Salesforce Currency field values. Percentage values (like 0.15 or 15%) are correctly converted to Salesforce Percent fields. Decimal precision is maintained according to your target field’s precision settings.
Step 3. Validate data types during field mapping.
During the field mapping process, Coefficient shows you the expected data type for each Salesforce field and validates your spreadsheet data accordingly. This prevents common errors like text in number fields, invalid date formats, or numbers exceeding field limits before they reach Salesforce.
Step 4. Follow best practices for spreadsheet structure.
Use your region’s standard date format since Coefficient adapts automatically. Avoid special formatting characters in number cells (like commas in large numbers). Leave cells empty rather than using placeholder text for null values. This ensures clean data type recognition and conversion.
Eliminate formatting errors
Automatic formatting capability makes Coefficient superior to manual import processes that often fail due to data type mismatches. Get started with reliable Salesforce data formatting today.
