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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.”
You can handle Salesforce validation rules during Google Sheets imports through preview functionality and comprehensive error management. This significantly reduces import failures compared to native Salesforce import tools.
Here’s how to set up validation rule handling with preview testing, detailed error reporting, and batch retry logic for efficient troubleshooting.
Manage validation rules with preview and error tracking using Coefficient
Coefficient provides robust validation rule handling through preview functionality that tests imports before execution and detailed error columns that show specific validation failures. Unlike Salesforce Data Import Wizard which fails entire batches on validation errors, this approach isolates failures for granular correction.
How to make it work
Step 1. Use preview functionality to test validation rules before import.
Run preview changes to see exactly what will be imported and test against validation rules without committing data. This allows validation rule testing and correction before making actual API calls to Salesforce.
Step 2. Set up pre-export validation for required fields and data types.
The system identifies missing required fields before API calls and performs data type checking to prevent format-related validation failures. This catches date, number, and email format issues early in the process.
Step 3. Configure detailed error status tracking for validation failures.
Enable error columns that show specific validation failures with Salesforce error messages. This provides detailed information for troubleshooting custom validation rules and dependency issues.
Step 4. Use batch retry logic for failed records.
Process valid records while isolating validation failures for separate correction. Failed records due to validation rules can be corrected and re-exported without affecting records that processed successfully.
Step 5. Handle complex custom validation rules with field mapping validation.
The field mapping interface validates against Salesforce schema to prevent incompatible data types. This manages validation rules that depend on related object data through proper lookup field population.
Step 6. Set up conditional exports to exclude problematic records.
Use TRUE/FALSE columns to exclude records that might fail validation rules before attempting import. This prevents validation failures by filtering out records that don’t meet validation criteria.
Step 7. Configure API settings for validation rule compatibility.
Adjust settings to handle validation rules triggered by Apex code and optimize between Bulk vs REST API for validation rule performance. The system maintains authentication through validation processes without interruption.
Streamline your validation rule handling
Comprehensive validation rule management with preview testing and granular error reporting eliminates the frustration of failed batch imports. Start importing with confidence using advanced validation rule handling and detailed error tracking.
