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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 access Salesforce custom fields in Excel without writing VBA code for API metadata calls or field mapping logic. Modern integration tools provide automatic field discovery and readable column formatting.
Here’s how to work with custom objects and custom fields seamlessly, including related object data and dynamic schema changes.
Access all Salesforce custom fields automatically using Coefficient
Coefficient provides automatic field mapping for all Salesforce custom fields without requiring manual API metadata calls or VBA field mapping logic. When working with custom objects or custom fields on standard objects, Coefficient’s built-in field discovery eliminates the complexity of dynamically mapping Salesforce schema to Excel columns. All custom fields appear in selectable field lists with readable column headers.
How to make it work
Step 1. Access custom fields through automatic discovery.
When importing Salesforce data, Coefficient automatically discovers all available custom fields without additional API requests. Custom field API names (like Custom_Field__c) are converted to readable column headers, eliminating the need to process field metadata programmatically.
Step 2. Preserve custom field data types.
Coefficient maintains custom field data types including picklists, formulas, and lookups without manual data type conversion logic. Multi-select picklists and other complex custom field types are handled automatically, which would require extensive VBA development.
Step 3. Handle schema changes dynamically.
When new custom fields are added to your Salesforce org, Coefficient automatically accommodates these changes without breaking existing imports. This eliminates the need to update VBA code when custom field schemas evolve during development or business process changes.
Step 4. Access related object custom fields.
Coefficient provides access to custom fields from parent and child relationships without additional relationship traversal logic. This is particularly valuable for complex data models with custom objects and cross-object custom fields that would require multiple API calls in VBA.
Work with complex Salesforce customizations effortlessly
Skip the complexity of VBA field discovery and schema parsing logic. Coefficient’s automatic custom field mapping provides immediate access to all available data, including industry-specific customizations and evolving business processes. Try Coefficient free and access your custom Salesforce fields today.
