How to implement field-level Salesforce data quality checks without external tools

using Coefficient google-sheets Add-in (500k+ users)

Implement comprehensive field-level Salesforce data quality checks using native validation logic without installing external validation tools.

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Field-level Salesforce data quality checks don’t require external validation tools. You can implement comprehensive field-level quality checking using native validation logic applied at scale with live data connections.

This approach provides real-time field quality monitoring that scales to handle thousands of records and multiple field types simultaneously.

Implement comprehensive field checks using Coefficient

Coefficient enables comprehensive field-level quality checking by providing live access to individual Salesforce fields where native validation logic can be applied at scale. The Formula Auto Fill Down feature automatically applies validation logic to new records during each refresh.

How to make it work

Step 1. Import specific fields requiring quality checks.

Use Coefficient’s “From Objects & Fields” method to import specific fields requiring quality checks. Access any standard or custom field from any Salesforce object, focusing on your most critical data validation requirements.

Step 2. Build field-specific validation logic.

Create email validation using =IF(AND(ISERROR(FIND(“@”,A2))=FALSE,ISERROR(FIND(“.”,A2,FIND(“@”,A2)))=FALSE),”Valid”,”Invalid”). For phone fields, use =IF(LEN(REGEX(A2,”[0-9]”))>=10,”Valid”,”Invalid”). Add date validation with =IF(ISDATE(A2),”Valid”,”Invalid”) and required field checks using =IF(OR(ISBLANK(A2),A2=””),”Missing”,”Present”).

Step 3. Set up automated quality scoring.

Use Formula Auto Fill Down to automatically apply validation logic to new records during each data refresh. This creates an automated field quality monitoring system that scales without manual intervention.

Step 4. Identify and highlight exceptions.

Filter and highlight records failing field-level checks using native conditional formatting and filtering. This provides immediate visual identification of quality issues across all monitored fields.

Scale your field-level quality monitoring

Automated field quality monitoring eliminates manual field validation while providing continuous oversight of data quality issues across thousands of records and multiple field types. Start monitoring your field-level quality today.

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