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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 lacks native tools for standardizing contact data from multiple sources before import, forcing users to perform manual cleanup in external tools.
Here’s how to standardize contact data within your spreadsheet environment using formulas and validation before pushing to Salesforce.
Standardize contact data within your spreadsheet using Coefficient
Coefficient provides a comprehensive solution for data standardization within your familiar spreadsheet environment, letting you clean and validate data before importing to Salesforce .
How to make it work
Step 1. Import data from multiple sources into a single workbook.
Use Coefficient to pull contact data from various systems into separate sheets within the same Google Sheets or Excel workbook. This gives you a centralized workspace for standardization.
Step 2. Apply standardization formulas for consistent formatting.
Create formulas to normalize phone numbers using functions like `=REGEX(A2,”[^0-9]”,””,”g”)` for Google Sheets or `=SUBSTITUTE()` functions for Excel. Standardize address formats and extract components properly using text manipulation functions.
Step 3. Clean email addresses and validate format consistency.
Use formulas like `=LOWER(TRIM(A2))` to standardize email formatting and `=IF(ISERROR(FIND(“@”,A2)),”Invalid”,”Valid”)` to flag formatting issues before import.
Step 4. Create validation checks for required fields across all sources.
Build validation formulas that check for missing required contact fields and flag incomplete records. Use conditional formatting to highlight data quality issues that need attention.
Step 5. Preview standardized data before bulk import to Salesforce.
Use Coefficient’s preview functionality to validate your standardized data before pushing to Salesforce. This ensures your cleaning formulas worked correctly and data meets Salesforce’s format requirements.
Step 6. Set up Formula Auto Fill Down for ongoing standardization.
Use Coefficient’s Formula Auto Fill Down feature to automatically apply your standardization rules to new data as it’s added, maintaining consistent data quality over time.
Maintain consistent data quality
This approach eliminates import errors caused by inconsistent data formats and creates reliable templates that accommodate unique characteristics from each source system. Start standardizing your contact data for better Salesforce imports.
