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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.”
Creating lookup relationships between external objects and standard Salesforce objects requires External ID field mapping, relationship field configuration, and managing data consistency across systems with performance impacts.
There’s a more flexible approach to combining external and Salesforce data without the complexity of formal relationship configuration.
Create flexible data relationships using Coefficient
Coefficient lets you import both external data and Salesforce data into the same spreadsheet, where you can create powerful relationships using spreadsheet functions without External ID requirements or formal object configuration.
How to make it work
Step 1. Import external data and Salesforce objects.
Connect to your external database and import relevant records into your spreadsheet. Then use Coefficient’s Salesforce connector to import standard objects like Accounts, Contacts, or Opportunities into adjacent columns.
Step 2. Create relationships with spreadsheet functions.
Use VLOOKUP, INDEX/MATCH, or other functions to connect external data with Salesforce records. For example, match external customer data with Salesforce Accounts using company name or email address.
Step 3. Build calculated fields combining both datasets.
Create formulas that combine external and Salesforce data into new insights. Calculate customer lifetime value using external transaction data and Salesforce opportunity data, or analyze support ticket trends with external and Salesforce case information.
Step 4. Apply conditional formatting for visual connections.
Highlight data connections using conditional formatting to make relationships visible. Color-code matching records or flag discrepancies between external and Salesforce data.
Build relationships without restrictions
Why limit yourself to formal lookup relationships when you can create flexible many-to-many connections? Try Coefficient and start combining your data without configuration overhead.
