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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.”
While large dataset handling has inherent limitations that require strategic approaches, you can optimize Salesforce API usage during Excel data refresh through several techniques. API limits are determined by your Salesforce org settings, but smart optimization helps maximize efficiency.
Here’s how to work within API constraints while maintaining effective large dataset management in Excel.
Optimize API usage for large datasets using Coefficient
CoefficientSalesforceprovides several optimizations for managingAPI limits during data refresh. Though large dataset handling has inherent limitations, strategic approaches help maximize API efficiency within any connector’s capabilities.
How to make it work
Step 1. Use strategic filtering to reduce dataset size.
Apply advanced filtering to minimize API calls: date range filters for recent records only, status-based filters for active records, and dynamic filters pointing to Excel cells for flexible criteria. This reduces the volume of data transferred while maintaining analytical value.
Step 2. Optimize batch processing and API selection.
Configure batch sizes with parallel execution control to optimize API usage efficiency. The system automatically selects between REST API and Bulk API based on data volume and operation type, ensuring optimal performance for your specific dataset size.
Step 3. Distribute refresh schedules across time periods.
Stagger multiple import refresh schedules, use off-peak hours for large dataset updates, and implement weekly or monthly refreshes for historical data. This spreads API usage across time rather than consuming limits in single operations.
Step 4. Implement incremental data approaches.
Leverage “Append New Data” functionality to add only new records rather than full refreshes. This significantly reduces API consumption by focusing on data changes rather than complete dataset replacement.
Step 5. Consider hybrid approaches for extremely large datasets.
For datasets exceeding practical API limits, combine Salesforce Data Loader for initial bulk exports with automated incremental updates, use Salesforce reporting snapshots for historical data with live sync for current records, or implement custom object archiving strategies to reduce active dataset size.
Work effectively within API constraints
Start optimizingAPI limits are determined by your Salesforce org settings and license type. While optimization techniques improve API usage efficiency through batching and appropriate API selection, extremely large datasets may require hybrid approaches combining automation with strategic data management practices.your API usage today.
