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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.”
Salesforce custom object relationship fields contain valuable contextual data that can enrich your SharePoint calendars and lists, but they require special handling to maintain those relationships during sync.
Here’s how to extract and preserve relationship data from Salesforce custom objects for comprehensive SharePoint integration.
Extract relationship data with Coefficient
Coefficient provides robust support for custom object relationship fields from Salesforce , handling lookup fields, master-detail relationships, and related object fields through its comprehensive object and field selection interface.
How to make it work
Step 1. Import custom objects with relationship fields.
Connect to Salesforce and select your custom objects. When choosing fields, include both the relationship field itself and related object fields using the format “Related_Object.Field_Name”. For example, import Account.Name and Account.Type from a custom Event object’s Account lookup field.
Step 2. Map related object data for context.
Include fields from multiple related objects to create comprehensive views. If your custom object has lookups to Account, Contact, and Opportunity, import relevant fields from each related object. This gives you rich contextual information like Account.Industry, Contact.Title, and Opportunity.Stage in your dataset.
Step 3. Handle multiple relationship levels.
Access data through multiple relationship levels when needed. Import fields like Account.Owner.Name or Opportunity.Account.Type to get data that’s two or more relationships away from your primary custom object. Coefficient maintains these complex relationships in the imported data.
Step 4. Create SharePoint-friendly relationship displays.
Use spreadsheet formulas to combine relationship data into formats suitable for SharePoint display. Concatenate related fields like =A2&” – “&B2 to create meaningful display names that combine Account Name and Account Type for SharePoint calendar event titles.
Step 5. Set up relationship-based filtering.
Filter your custom object records based on related object criteria. Only sync events where the related Account is active, or where the related Contact has a specific role. This ensures your SharePoint data maintains business relevance through relationship context.
Step 6. Format for integration tool consumption.
Structure your relationship data so integration tools can easily map it to SharePoint fields. Create clear column headers that indicate the source of relationship data, and ensure all related object information is properly formatted for SharePoint consumption.
Unlock the power of connected data
This relationship-aware approach ensures your SharePoint calendars and lists contain rich, contextual information from across your Salesforce org. Start building more comprehensive data integrations today.
