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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 sync Salesforce custom objects with Excel worksheets using near real-time integration that treats custom objects identically to standard objects. This eliminates the manual export limitations that don’t provide automated access to custom object data.
Here’s how to set up automated custom object sync with field relationships and bi-directional capabilities.
Connect custom objects with automated Excel sync using Coefficient
CoefficientSalesforceoffers full support forcustom objects with near real-time integration capabilities. While standard data export tools don’t provide automated access to custom objects, this approach treats them identically to standard Salesforce objects.
How to make it work
Step 1. Select your custom objects from the import menu.
Choose “From Objects & Fields” in the import interface to access your custom objects alongside standard Salesforce objects. All custom objects appear with their API names and labels for easy identification.
Step 2. Configure field selection with relationships.
Select specific fields from extensive field lists, including custom fields, formula fields, and lookup relationships to other objects. You can access related object fields through lookups, maintaining data relationships across your custom object structure.
Step 3. Set up automated refresh schedules.
Configure refresh schedules with the shortest interval being hourly updates. For more frequent updates, use manual refresh via the on-sheet button for immediate data sync. Choose from hourly, daily, or weekly schedules based on your needs.
Step 4. Apply complex filtering with AND/OR logic.
Create filters specific to your custom object’s fields, including picklist values, date ranges, and custom field criteria. Dynamic filters can reference Excel cells for interactive filtering without reconfiguring imports.
Step 5. Enable bi-directional sync capabilities.
Use scheduled exports to push Excel changes back to your custom objects, supporting UPDATE, INSERT, and UPSERT operations. This creates complete data lifecycle management between Excel and Salesforce.
Maintain custom object relationships automatically
Set upUnlike native Salesforce reporting limitations with custom objects, automated sync provides unlimited field selection and maintains relationships while eliminating manual export-import cycles.your custom object sync today.
