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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.”
The force.com connector deprecation doesn’t have to disrupt your established Excel-based Salesforce workflows. Modern integration tools provide automated refresh capabilities and bi-directional sync that actually improve upon the old connector’s functionality.
Here’s how to seamlessly continue your existing workflows with better automation and reliability than before.
Maintain Excel-Salesforce workflows with automated scheduling using Coefficient
Coefficient enables seamless continuation of Excel-based Salesforce workflows through cloud-based automation that eliminates VBA macro dependency. You get enterprise-grade scheduling with timezone support and automatic error recovery.
How to make it work
Step 1. Inventory your current macro-driven processes.
Document trigger events, data flows, and timing requirements from your existing workflows. Note which Salesforce objects you access, what transformations you perform, and how often data needs updating.
Step 2. Recreate data imports using visual interfaces.
Use Coefficient’s Objects & Fields method for simple queries or Custom SOQL for complex multi-object joins. The visual interface eliminates macro programming while providing the same data access your workflows require.
Step 3. Configure automated refresh schedules.
Set up hourly (1, 2, 4, or 8-hour intervals), daily, or weekly refresh schedules based on your workflow timing needs. Choose specific times and days with timezone support. The system runs independently of your computer availability.
Step 4. Set up export mappings for data writing operations.
If your workflows update Salesforce records, configure Export to Salesforce mappings. Choose from Update, Insert, Upsert, or Delete operations with batch processing. Schedule automated exports for ongoing synchronization.
Step 5. Implement workflow notifications and monitoring.
Set up Slack and Email alerts for refresh completion, failures, or data changes. Use conditional exports based on cell values to automate Salesforce updates when specific conditions are met.
Enhanced workflow capabilities beyond macros
Unlike force.com connector’s VBA dependency and manual error handling, Coefficient provides Formula Auto Fill Down for automatic formula application to new rows, Append New Data mode for historical tracking, and Snapshots for point-in-time analysis. All without programming expertise required.
Upgrade your Salesforce workflows
Don’t let connector deprecation disrupt your established processes. Migrate to Coefficient for improved Excel-Salesforce workflow automation with better reliability and functionality.
