)
Written by
Table of Contents
“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.”
Salesforce ‘s native import process only reveals missing required contact fields after upload failure, creating inefficient cycles when importing from multiple data sources with varying completeness.
Here’s how to identify required fields upfront and implement validation that prevents import failures before they happen.
Prevent import failures with proactive field validation using Coefficient
Coefficient prevents missing field issues through upfront validation and flexible field mapping that shows you exactly what Salesforce requires before you attempt any imports.
How to make it work
Step 1. Identify all required contact fields using Salesforce object inspection.
Connect to your Salesforce org through Coefficient and browse the Contact object properties. You’ll see which fields are truly required (LastName only for standard contacts) versus organizationally required through validation rules.
Step 2. Create validation formulas in your spreadsheet to flag missing data.
Build formulas that check for empty required fields across all your data sources. Use conditional formatting to highlight rows with missing required information before attempting imports.
Step 3. Use Coefficient’s preview feature to catch missing fields before export.
Preview your contact data before pushing to Salesforce. This shows you exactly which records will fail due to missing required fields, allowing you to fix issues proactively.
Step 4. Implement conditional logic to handle different data completeness across sources.
Create master templates that accommodate varying field availability across your data sources. Use formulas to derive missing required fields from available data or set fallback values for non-critical requirements.
Step 5. Set up data standardization rules to fill common missing fields.
Implement automated rules that populate missing required fields based on available data. For example, create LastName from full name fields or derive contact information from account data.
Import with confidence every time
This proactive approach eliminates the frustrating cycle of failed imports and manual error correction that characterizes traditional Salesforce contact imports. Start preventing import failures before they happen.
