Chunking strategies for large Salesforce data pulls with cross-object relationships in Power Query

using Coefficient excel Add-in (500k+ users)

Learn why chunking strategies fail with Salesforce cross-object relationships in Power Query and discover better alternatives for large datasets.

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Chunking strategies in Power Query for large Salesforce datasets with relationships are inherently problematic because you cannot reliably partition related data without losing relationship integrity. Traditional chunking by date ranges or ID ranges often splits related records across chunks, requiring complex merge operations that defeat the performance benefits.

Here’s how to eliminate the need for chunking strategies entirely through optimized bulk data processing.

Built-in batch processing handles large datasets automatically

Coefficient eliminates the need for chunking strategies entirely through optimized bulk data processing. Built-in batch processing handles large datasets automatically with configurable batch sizes up to 10,000 records, parallel batch execution that processes multiple chunks simultaneously, and native relationship preservation across all batches.

How to make it work

Step 1. Set up Coefficient with automatic batch optimization.

Install Coefficient and connect to Salesforce with built-in batch processing enabled. The system automatically optimizes batch processing without manual chunking complexity or merge requirements.

Step 2. Select primary object and related fields in single import.

Choose your primary object and related fields directly without worrying about relationship boundaries. Coefficient automatically handles batch processing while maintaining data integrity across all batches with server-side relationship handling.

Step 3. Configure parallel processing for large datasets.

Enable parallel processing that handles multiple batches simultaneously. For extremely large datasets (100,000+ records), the system automatically optimizes performance while preserving relationship integrity.

Step 4. Use Custom SOQL for advanced scenarios.

Write custom SOQL queries for precise filtering to reduce dataset size, strategic field selection to optimize performance, and advanced relationship queries with subqueries that handle server-side aggregations to pre-process data.

Skip manual chunking complexity

Manual Power Query chunking strategies don’t have to consume hours of processing time with merge complexity. Coefficient’s automatic batching handles large cross-object datasets as single operations in minutes while maintaining optimal performance and data integrity. Simplify your large dataset processing today.

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