Traditional Salesforce connectors force full table imports due to technical limitations and simplified architectures. They lack field-level query capabilities and user interfaces for selective imports, making them inefficient for large datasets.
Here’s how to get granular control over your Salesforce imports with selective field and record filtering that can reduce import times by 80-95%.
Get selective import control with Coefficient
Coefficientprovides a superior alternative that addresses the limitations of basic connectors. You can select specific fields, filter records, and limit row counts all before any data transfer occurs.
How to make it work
Step 1. Select specific fields instead of importing everything.
Use Coefficient’s field selector to choose only the fields you need. Instead of importing all 200+ fields from a Contact object, select just Name, Email, and Phone fields for a 95% reduction in data volume.
Step 2. Apply advanced filtering with AND/OR logic.
Set up to 25 filters with complex logic to import only relevant records. For example, import only active contacts from the last 30 days instead of your entire contact database.
Step 3. Use dynamic filtering with spreadsheet cell references.
Reference spreadsheet cells for filter values that update with each refresh. This allows your imports to adapt automatically based on changing criteria without manual reconfiguration.
Step 4. Configure incremental updates for changed data only.
Import only new or changed records rather than full datasets. This approach dramatically reduces API consumption and stays within Salesforce governor limits more easily.
Step 5. Set up smart caching and optimized refresh cycles.
Enable smart caching that refreshes only changed data and set different refresh schedules for different field sets. Use preview functionality to test performance before full import.
Transform your Salesforce imports today
Start importingSelective imports transform resource-intensive full-table approaches into surgical, efficient processes that get exactly the data you need.Salesforce data the smart way.