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Maintaining proper data formatting and special characters in Lightning component XLS exports requires complex JavaScript encoding logic that often fails with currency symbols, international characters, and rich text fields, leading to corrupted or unreadable data.
Here’s how to preserve all Salesforce formatting automatically without writing custom encoding and conversion code in your Lightning components.
Preserve all Salesforce formatting automatically using Coefficient
Coefficient handles native Salesforce field type formatting automatically, preserving currency symbols, timezone-adjusted dates, and UTF-8 special characters without requiring custom JavaScript encoding logic. This eliminates the formatting corruption issues that plague Lightning component exports.
How to make it work
Step 1. Connect to your Salesforce data with native field type support.
Import data from your Salesforce objects or reports. Coefficient automatically recognizes currency, date, percentage, and rich text fields, applying proper formatting without manual configuration or JavaScript conversion logic.
Step 2. Configure special character handling.
Enable UTF-8 encoding throughout the export process to ensure international characters, accented letters, and symbols display correctly in Excel. This eliminates the binary encoding issues that cause character corruption in Lightning component exports.
Step 3. Set up lookup relationship formatting.
Configure exports to show readable names instead of Salesforce record IDs for lookup fields. Multi-select picklists export with proper semicolon separation, and rich text fields convert HTML formatting to Excel-compatible formatting automatically.
Step 4. Preserve advanced field types.
Long text areas maintain line breaks and paragraph formatting, while formula fields calculate correctly in the exported Excel file. Phone and email fields preserve proper text formatting and become clickable links in Excel.
Eliminate formatting complexity and corruption
Professional formatting preservation requires understanding dozens of Salesforce field types and their Excel equivalents. Coefficient handles this complexity automatically, ensuring your financial reports, international data, and executive exports maintain professional formatting standards. Start with Coefficient to eliminate formatting issues from your Salesforce Excel exports.
