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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’t directly preserve Excel formulas in Salesforce Knowledge articles since articles are static content, but there’s a superior alternative that maintains dynamic calculations through automated data synchronization.
Here’s how to keep your calculated values current and accessible while leveraging Salesforce’s search, security, and integration capabilities.
Maintain dynamic calculations using Coefficient
Coefficient offers a better approach than static formula migration. Import your Excel spreadsheet data with formulas into Salesforce custom objects, preserving the calculated values while maintaining automatic updates through scheduled refreshes.
How to make it work
Step 1. Set up live data synchronization with calculated values.
Import your Excel data including all calculated results into Salesforce custom objects using Coefficient. The tool captures the current calculated values from your formulas and brings them into Salesforce as data fields.
Step 2. Configure scheduled refreshes to maintain calculations.
Set up hourly, daily, or weekly imports to ensure calculated values remain current in Salesforce. This effectively maintains the “formula” behavior through regular updates, so your Salesforce data always reflects the latest calculations from your Excel file.
Step 3. Create dynamic references in Knowledge articles.
Write Knowledge articles that reference these live-calculated values through record links or custom Lightning components. Users get access to current calculated data rather than outdated snapshots, and the data remains searchable within Salesforce.
Get better results than static migration
This method provides the calculation functionality you need while maintaining data accuracy through automated updates. Start preserving your Excel calculations in Salesforce today.
