Salesforce Campaign Builder and List Views cannot access external spreadsheet data for segmentation, creating a barrier between your best targeting intelligence and email execution capabilities. Your most sophisticated segmentation often lives in Excel, but campaigns must run through the CRM.
You’ll discover how to create automated data pipelines that push external segmentation criteria into Salesforce for native email execution while preserving all compliance and deliverability features.
Execute mass emails using Excel segmentation data with Coefficient
Coefficient enables mass email campaigns using non-integrated Excel segmentation data by automatically synchronizing external criteria with Salesforce custom fields. This approach combines Excel’s analytical power with Salesforce’s proven email infrastructure.
How to make it work
Step 1. Import Excel segmentation criteria into Google Sheets.
Bring your Excel segmentation data into Google Sheets, including demographic data, purchase history, engagement scores, or any other targeting criteria. This creates your segmentation workspace alongside CRM data.
Step 2. Sync relevant Contact data from Salesforce.
Use Coefficient to import Contact and Lead data from Salesforce into the same Google Sheet. Having both datasets together enables sophisticated segmentation logic that combines external criteria with CRM information.
Step 3. Apply complex segmentation rules using Google Sheets formulas.
Create advanced segmentation logic using nested IFs, multiple criteria matching, and calculated segments. For example: =IF(AND(B2>50,C2=”High Value”,D2=”Active”),”Campaign_Eligible”,”Exclude”) to combine multiple Excel criteria into campaign flags.
Step 4. Schedule automated exports to update CRM records.
Set up scheduled exports to update Contact records with segmentation flags using custom fields. Configure hourly or daily refreshes to automatically update segmentation criteria as your Excel data changes.
Step 5. Execute campaigns using native Salesforce tools.
Once segmentation data exists in Salesforce custom fields, leverage Campaign Builder, Email Templates, and automation rules for mass distribution. You maintain deliverability tracking, bounce management, unsubscribe handling, and compliance features.
Launch your first Excel-powered campaign
This solution bypasses Salesforce’s external data limitation while maintaining all the platform’s email infrastructure benefits including compliance and deliverability management. Start building your automated segmentation pipeline today.