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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.”
Building an Aura component with SheetJS libraries to parse Excel files and match records by unique ID requires extensive JavaScript development and complex validation logic.
Here’s a simpler approach that eliminates custom code while providing better error handling and bulk processing capabilities.
Process Excel files and match Salesforce records using Coefficient
Instead of building custom parsing logic, Coefficient handles Excel file processing and Salesforce integration through a streamlined workflow. Upload your XLSX file to Google Sheets, then use automated sync with built-in unique ID matching.
How to make it work
Step 1. Upload your Excel file to Google Sheets.
Google Sheets natively handles XLSX parsing without requiring custom JavaScript libraries. Simply drag and drop your file or use File > Import to convert your Excel data into a workable format.
Step 2. Set up Coefficient export to your custom object.
In Google Sheets, install Coefficient and configure a scheduled export to your target Salesforce object. Select your custom object from the available options and map your columns to the corresponding Salesforce fields.
Step 3. Configure UPSERT with unique ID matching.
Set the export action to “UPSERT” and map your unique_Id__c field as the External ID. This automatically updates existing records or creates new ones based on the unique identifier, eliminating the need for complex matching logic in your Aura component.
Step 4. Preview and validate before processing.
Use Coefficient’s preview functionality to see exactly which records will be updated versus inserted. This shows potential issues with your unique ID matching before any data hits Salesforce, preventing errors that would require rollback procedures.
Step 5. Execute with automatic batch processing.
Run the export with configurable batch sizes (default 1000, max 10,000) to handle large datasets without hitting governor limits. The system automatically manages bulk processing and provides real-time status updates.
Skip the development complexity
This approach eliminates SheetJS integration, Apex controller logic, and custom validation code while providing superior error handling and bulk processing capabilities. Try Coefficient to streamline your Excel-to-Salesforce workflow.
