You can import specific Salesforce fields even when you don’t know exact field names using intelligent discovery and suggestion features. Modern connectors provide fuzzy search, visual selection, and guided assistance that makes selective imports accessible to non-technical users.
Here’s how to use smart field discovery, category browsing, and template recommendations to build targeted imports without technical field knowledge.
Import specific fields easily with Coefficient
Coefficientexcels at enabling selective field imports even when you don’t know exact field names. The platform uses intelligent discovery and suggestion features that transform technical field selection into an intuitive process.
How to make it work
Step 1. Use fuzzy search to find fields by keywords or partial names.
Type partial field names or keywords in Coefficient’s search function to find matching fields across objects. Search using friendly field labels instead of technical API names for easier discovery.
Step 2. Browse fields organized by categories and types.
Navigate through fields grouped by categories like contact info, sales data, and custom fields. Use the checkbox-based field selector with built-in search functionality to explore options visually.
Step 3. Get intelligent suggestions based on your object selection.
When you select an object like Contact, Coefficient automatically suggests commonly used fields like Email, Phone, and Name. The system shows which fields are most frequently imported by other users.
Step 4. Use template recommendations for common use cases.
Choose from pre-built templates based on your object choice. Coefficient suggests common field combinations for customer contact data, sales pipeline analysis, and other typical scenarios.
Step 5. Preview field data and relationships before importing.
View sample values, data types, and related fields before confirming your import. The system automatically suggests related fields when you select primary fields to ensure complete data sets.
Start importing the data you need without technical barriers
Start buildingIntelligent field discovery transforms selective imports from a technical challenge into an intuitive, guided process.your targeted Salesforce imports today.