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Salesforce‘s Data Import Wizard requires exact column header matches or forces you through manual mapping that doesn’t save for future imports. Custom fields are especially problematic since the wizard provides limited flexibility for non-standard field structures.
Here’s how to map any Excel column to any Salesforce field and save those mappings for recurring imports.
Create flexible field mappings with Coefficient
Coefficientgives you access to all available Salesforce lead fields (standard and custom) through an intuitive interface. You can map any Excel column to any field regardless of naming conventions and save these configurations as reusable templates.
How to make it work
Step 1. Import your Excel file into Google Sheets.
Upload your Excel file to Google Sheets to access the data for mapping. This removes the rigid formatting requirements that the Data Import Wizard imposes.
Step 2. Access Coefficient’s Export to Salesforce feature.
Install Coefficient and connect to your Salesforce org. Click “Export to Salesforce” in the sidebar and select the Lead object to access all available fields.
Step 3. Map Excel columns to Salesforce fields.
Use Coefficient’s field mapping interface to connect each Excel column to the appropriate Salesforce field. You’ll see both standard fields (like First Name, Company) and all your custom fields in an easy-to-browse list.
Step 4. Preview your field mapping.
Run a preview to see exactly how your Excel data will appear in Salesforce fields. This shows you data type alignment issues and field mapping problems before you commit to the import.
Step 5. Save the mapping configuration for future use.
Once your mapping is correct, save it as a template. The next time you import Excel leads with the same structure, you can reuse this exact field mapping configuration without rebuilding it.
Map once, import repeatedly
Try CoefficientFlexible field mapping with reusable templates eliminates the frustration of rigid import requirements. You can handle any Excel format and any custom field structure.to create field mappings that actually work with your data.
