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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.”
Mapping Salesforce event custom fields to SharePoint calendar columns requires extracting your data, transforming it into SharePoint-compatible formats, then pushing it through integration tools like Power Automate.
Here’s how to prepare your Salesforce event data for seamless SharePoint calendar integration using a spreadsheet-based approach.
Extract and transform Salesforce event data using Coefficient
Coefficient excels at importing all custom fields from Salesforce Event objects or custom objects, including Date/DateTime fields, Text fields, Picklist values, and Number fields. You can then use spreadsheet formulas to transform this data into SharePoint-compatible structures before feeding it to Power Automate or other integration tools.
How to make it work
Step 1. Import your Salesforce event custom fields.
Connect to Salesforce through Coefficient and select your Event object or custom event objects. Choose all relevant custom fields like “Event_Type__c”, “Location__c”, “Duration__c”, and any Date/DateTime fields that need to map to SharePoint calendar columns.
Step 2. Apply filtering to select relevant events.
Use Coefficient’s filtering capabilities to narrow down your dataset. Filter by date ranges, event status, or specific picklist values to ensure only the events you want appear in SharePoint. This prevents cluttering your SharePoint calendar with irrelevant data.
Step 3. Transform field formats for SharePoint compatibility.
Create new columns in your spreadsheet to reformat the imported data. For example, convert Date/DateTime fields to ISO 8601 format using formulas like =TEXT(A2,”yyyy-mm-ddThh:mm:ss”). Transform multi-select picklist values by splitting them into separate columns or converting semicolon-separated values to comma-separated formats.
Step 4. Map fields to SharePoint calendar structure.
Create a mapping table that shows how each Salesforce custom field corresponds to SharePoint calendar columns. Use spreadsheet formulas to combine multiple Salesforce fields into single SharePoint fields when needed, such as concatenating location and description fields.
Step 5. Set up automated refresh and export.
Schedule Coefficient to refresh your data automatically so changes in Salesforce appear in your spreadsheet. Then configure Power Automate or another integration tool to read from your formatted spreadsheet and update SharePoint calendar events accordingly.
Start mapping your Salesforce events today
This approach gives you complete control over field mapping and data transformation while maintaining real-time synchronization between your systems. Get started with Coefficient to streamline your Salesforce to SharePoint integration.
