)
Written by
Table of Contents
“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 spreadsheet columns to Salesforce object properties manually is time-consuming and error-prone. You need a system that handles field relationships automatically while giving you control over custom mappings.
This guide shows you how to create reliable column-to-property mappings that work for both standard and custom fields, with built-in validation to prevent common errors.
Automatic field mapping eliminates manual configuration using Coefficient
Coefficient handles spreadsheet to object mapping through sophisticated field mapping capabilities. When you import Salesforce data and export it back, the field relationships are maintained automatically. For external data, you get an intuitive manual mapping interface that supports standard fields, custom fields, and lookup relationships.
How to make it work
Step 1. Import your Salesforce data or prepare your external spreadsheet data.
If you’re working with existing Salesforce records, import them first using Coefficient’s object import feature. This creates automatic field mapping for future exports. For new external data, organize your spreadsheet with clear column headers that match your intended Salesforce fields.
Step 2. Set up your export mapping in Coefficient.
Navigate to the Export section and select your target Salesforce object. Coefficient displays all available fields including custom fields with their API names. Map each spreadsheet column to the corresponding Salesforce property using the dropdown interface.
Step 3. Configure field validation and batch settings.
Set your batch size (default 1,000 records, maximum 10,000) and enable preview mode. This shows you exactly how your data will map before creating any records. Required fields are highlighted, and data type validation catches format errors for dates, numbers, and picklist values.
Step 4. Preview and execute your bulk creation.
Use the preview feature to verify your column-to-property mapping is correct. Check for missing required fields, invalid lookup relationships, or data format issues. Once validated, execute the export and monitor the results through status columns that show success or failure for each record.
Start mapping your data efficiently
Reliable field mapping eliminates the frustration of bulk creation failures and creates reusable templates for future operations. Try Coefficient to streamline your Salesforce data management workflow.
