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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.”
Yes, you can display interactive spreadsheet data in Salesforce, though not directly within Knowledge articles themselves. The solution involves importing your Excel data into Salesforce objects where it becomes fully interactive.
Here’s how to transform your static Excel files into dynamic, searchable data that users can filter, sort, and analyze using Salesforce’s native tools.
Create interactive Excel data displays using Coefficient
Coefficient imports your Excel data into Salesforce objects with automated refresh schedules, maintaining data currency without manual intervention. Once imported, your spreadsheet data becomes fully interactive through Salesforce reports, dashboards, and custom Lightning components.
How to make it work
Step 1. Set up real-time data import with Coefficient.
Connect your Excel file to Coefficient and configure automated refresh schedules from hourly to weekly. Use Coefficient’s advanced filtering capabilities with AND/OR logic to create focused data views that update automatically as your source Excel data changes.
Step 2. Create interactive Salesforce components.
Build custom Lightning components, Salesforce reports, and dashboards that pull from your imported data. Users can filter, sort, and analyze the data using Salesforce’s native tools, creating a truly interactive experience that goes beyond static Excel viewing.
Step 3. Link from Knowledge articles to interactive data.
Your Knowledge articles can reference this live, interactive data through record links, embedded reports, or custom components. This gives users access to current data while maintaining the searchability and security controls that Salesforce provides.
Get better functionality than Excel embedding
This approach provides true interactivity with automatic updates, mobile accessibility, and better security controls than static Excel files. Start building your interactive Salesforce data displays today.
