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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.”
Salesforce ‘s Data Import Wizard provides limited flexibility for mapping custom fields from external systems, often requiring multiple trial-and-error attempts to get field mapping right.
Here’s how to streamline custom field mapping with advanced preview capabilities and intuitive field matching tools.
Map custom fields with advanced preview using Coefficient
Coefficient offers sophisticated field mapping that lets you see all available Salesforce Contact fields while testing mappings before executing imports.
How to make it work
Step 1. Import your non-standard source data into your spreadsheet.
Bring your external system data directly into Google Sheets or Excel. This gives you a clear view of your source field names and data formats before mapping begins.
Step 2. Connect to Salesforce to view all available Contact fields.
Use Coefficient’s object browser to see every Contact field in your org, including custom fields. You’ll see exact API names, data types, and field properties all in one interface.
Step 3. Map fields using Coefficient’s automatic and manual mapping tools.
Coefficient automatically maps common fields like Email and Phone. For custom fields, use the intuitive interface to manually match your source field names to Salesforce equivalents. The system shows you exactly which fields are available.
Step 4. Preview changes before executing the import.
Use the preview functionality to validate your field mapping without affecting Salesforce data. This catches mapping errors and lets you test different configurations until everything looks right.
Step 5. Save mapping configurations for reuse with similar data sources.
Store your successful field mapping setups for future imports from the same or similar systems. This creates a standardized workflow for handling custom fields across multiple data migration projects.
Eliminate field mapping frustration
This approach removes the guesswork from custom field mapping and prevents the common cycle of failed imports due to field mismatches. Try Coefficient to streamline your contact field mapping process.
