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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 preserve Salesforce field relationships during Excel import, addressing the critical limitation of manual CSV exports that break lookup relationships and related object connections. This maintains data integrity across related objects in your Excel analysis.
Here’s how to maintain field relationships and create sophisticated Excel analysis while preserving your Salesforce data structure.
Preserve lookup relationships and data integrity using Coefficient
Coefficient preserves Salesforce field relationships during import. Unlike manual CSV exports that break lookup relationships and related object connections, this approach maintains data integrity across related objects.
How to make it work
Step 1. Import related object fields through lookup relationships.
Access related object fields directly through lookup connections: Opportunity records with Account Name, Account Owner, and Account Industry; Contact records with Account information and related Campaign data; Lead records with converted Account/Contact information. This maintains the relational structure in your Excel data.
Step 2. Use custom SOQL queries for complex relationships.
Write custom queries for sophisticated relationship needs: join multiple objects in single imports, access fields from objects multiple relationships away, and create complex aggregations across related records. This provides advanced relationship handling beyond standard import options.
Step 3. Set up multi-object import strategy.
Create separate but related imports: primary object import (like Opportunities), related object imports (like Accounts and Contacts), then use Excel VLOOKUP or INDEX/MATCH functions to maintain relationships between the datasets.
Step 4. Preserve foreign keys and lookup values.
Import Salesforce ID fields to maintain unique record identifiers, show both ID values and display names for lookup fields, and include formula fields that reference related objects. This preserves the complete relationship structure.
Step 5. Maintain relationships in bi-directional sync.
When using scheduled exports back to Salesforce, field mappings maintain automatically for data imported through the system, ensuring bi-directional sync preserves relationships during data updates.
Enable sophisticated analysis with preserved data structure
Manual Salesforce exports typically flatten related data or lose lookup relationships entirely. Automated import maintains the relational structure, enabling sophisticated Excel analysis while preserving data integrity across your entire Salesforce data model. Start preserving your field relationships today.
