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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.”
VLOOKUP returns #N/A errors with Salesforce IDs because Excel automatically converts 18-character alphanumeric IDs into scientific notation, breaking the exact match requirement for successful lookups.
Here’s how to eliminate this formatting problem and maintain proper Salesforce ID integrity in your Excel workflows.
Import Salesforce data with proper ID formatting using Coefficient
CoefficientSalesforceconnects directly toand preserves original ID formatting without Excel’s automatic conversions. Instead of wrestling with VLOOKUP formulas, you get your data with relationships already established and IDs properly formatted.
How to make it work
Step 1. Install Coefficient and connect to Salesforce.
Download Coefficient from the Microsoft Store or Office Add-ins. Click “Connect to Salesforce” and authenticate with your org credentials. The connection maintains proper data types during import.
Step 2. Import your Salesforce report or object data.
Select “Import from Salesforce” and choose either an existing report or build a custom query from objects. Coefficient imports all data with native relationships intact, eliminating the need for VLOOKUP entirely.
Step 3. Set up automatic refreshes to maintain formatting.
Schedule hourly, daily, or weekly refreshes to keep your data current. Each refresh maintains the proper 18-character ID format without triggering Excel’s scientific notation conversion.
Step 4. Use built-in filtering instead of VLOOKUP.
Apply filters directly to your imported data using AND/OR logic. Filter by text, number, date, or picklist fields without worrying about ID formatting mismatches.
Skip the formatting headaches entirely
Try CoefficientRather than fixing VLOOKUP errors caused by Excel’s automatic formatting, Coefficient eliminates the root problem by maintaining data integrity from source to spreadsheet.to import your Salesforce data with proper ID formatting automatically.
