)
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.”
The Salesforce Data Connector drops formula fields because of limited field type recognition and basic API implementation that either skips them entirely or imports them as static text.
Here’s how to import all Salesforce formula fields with their calculated values and maintain them through automated refreshes.
Import all Salesforce formula fields using Coefficient
Coefficient provides comprehensive formula field support that imports ALL Salesforce formula fields with calculated values, preserves field relationships, and updates formula results with each refresh while maintaining proper data types.
How to make it work
Step 1. Import Salesforce objects containing formula fields.
Use Coefficient’s “From Objects & Fields” method to import any Salesforce object. All formula fields automatically appear in the field selection list alongside regular fields, clearly identified in the interface.
Step 2. Select formula fields along with regular fields.
Choose any combination of regular fields and formula fields from the extensive field lists. Formula fields import with their calculated values and maintain proper data types like currency, number, text, or date formatting.
Step 3. Set up automated refreshes to recalculate formula values.
Configure hourly, daily, or weekly refreshes to ensure formula fields stay current. Each refresh recalculates Salesforce formulas automatically, so you always see the most up-to-date calculated values.
Step 4. Combine Salesforce formulas with Google Sheets formulas.
Use Formula Auto Fill Down to add Google Sheets formulas in adjacent columns. For example, import Salesforce’s Probability_Score__c formula field, then add a Google Sheets formula likefor additional analysis.
Step 5. Enable dynamic row handling for growing datasets.
When new records are added to your Salesforce object, Coefficient automatically imports their formula field values and applies your Google Sheets formulas to new rows, maintaining both calculation layers seamlessly.
Get complete Salesforce data including calculated fields
Formula fields contain critical business logic and calculated insights that are essential for accurate analysis. Coefficient ensures you never lose these calculated values when importing to Google Sheets. Start importing complete Salesforce data today.
