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Importing Excel files with lookup relationships into Salesforce requires resolving reference data, handling missing lookups, and managing import sequencing to maintain relationship integrity across connected objects.
Here’s how to handle complex lookup relationships with automatic resolution and comprehensive error management.
Manage lookup relationships with automatic reference resolution using Coefficient
Coefficient excels at lookup relationship management with intelligent matching strategies, automatic reference resolution, and coordinated import sequencing. The platform can resolve lookups by name, external ID, or unique identifiers while handling missing reference data with configurable strategies.
How to make it work
Step 1. Configure lookup field mapping and resolution strategy.
In Coefficient’s field mapping interface, identify lookup fields in your Excel data. Configure how each lookup should be resolved – by record name, external ID, email, or other unique identifiers. Set your preferred strategy for missing lookups (skip record, create parent record, or generate error).
Step 2. Set up automatic parent record creation for missing references.
Enable Coefficient’s automatic parent record creation feature for missing lookup values. This ensures that when a referenced Account or Contact doesn’t exist, Coefficient can create the parent record first, then establish the lookup relationship.
Step 3. Preview lookup resolution and relationship mapping.
Use Coefficient’s preview feature to see exactly how lookup relationships will be resolved. The preview shows which references will be matched to existing records, which will trigger new record creation, and any potential lookup failures before import execution.
Step 4. Execute import with coordinated relationship processing.
Run the import with Coefficient’s intelligent sequencing that processes parent records before child records. Monitor the relationship resolution process with real-time status updates showing successful lookups, created parent records, and any relationship integrity issues.
Step 5. Review comprehensive relationship integrity reporting.
After import completion, review Coefficient’s detailed reporting showing lookup resolution success rates, newly created parent records, and any relationship validation errors. Use this data to refine your lookup strategies for future imports.
Simplify complex relationship imports
Lookup relationship management becomes straightforward with automatic reference resolution, intelligent matching strategies, and coordinated import sequencing. Start using Coefficient to eliminate the complexity of relationship handling while ensuring data integrity across all connected Salesforce objects.
