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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‘s Data Import Wizard is designed primarily for creating new records, not updating existing ones. When you try to update existing leads, the wizard often creates duplicates instead of modifying the original records, leaving you with messy data.
Here’s how to update existing lead records from Excel data without creating unwanted duplicates.
Update existing records precisely with Coefficient
Coefficientoffers dedicated Update and Upsert operations that modify existing records using Salesforce record IDs or External ID matching. This ensures you’re updating the exact records you want without creating duplicates.
How to make it work
Step 1. Get current Salesforce lead data with record IDs.
Use Coefficient to import your current Salesforce lead data into Google Sheets, including the Salesforce record IDs. This gives you the unique identifiers needed for precise record updates.
Step 2. Match your Excel update data with Salesforce record IDs.
Import your Excel update data into Google Sheets and use VLOOKUP or other functions to match it with the Salesforce record IDs from step 1. This creates the connection between your updates and existing records.
Step 3. Configure Coefficient export using Update action.
SalesforceIn Coefficient’s export settings, select “Update” as your action type. Map your Excel columns to thefields you want to modify, ensuring the record ID column is included for targeting.
Step 4. Preview to confirm only existing records will be modified.
Run a preview to see exactly which records will be updated. This shows you that only existing leads will be modified and no new duplicate records will be created.
Step 5. For scenarios without record IDs, use Upsert with External ID.
If you don’t have Salesforce record IDs, use Coefficient’s Upsert action with External ID matching (typically email). This updates existing records when matches are found and only creates new records when no match exists.
Update with precision, not guesswork
Use CoefficientDedicated update operations give you precise control over record modifications that the Data Import Wizard simply can’t match. You’ll update exactly the records you intend without creating duplicates.to update existing Salesforce leads from Excel data reliably.
