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Learn about tips and tricks for spreadsheets, how to get the most out of your business systems, new product features, and innovative customer use cases.

Get complete list of Salesforce reports with sharing settings in spreadsheet format

Extract Salesforce report sharing configurations and folder permissions to spreadsheets. Automate security audits with comprehensive sharing visibility.

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Handle multiple Excel uploads in Aura component with duplicate prevention using unique identifiers in Salesforce

Manage multiple Excel file uploads without complex state management. Learn to prevent duplicates across uploads using unique identifiers in Salesforce.

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Handle Salesforce REST API rate limits when refreshing data in Excel

Avoid Salesforce API rate limit errors when refreshing Excel data. Get automatic throttling and intelligent batching without complex VBA rate limiting code.

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Handle Salesforce REST API response pagination in Excel VBA

Skip complex VBA pagination logic for Salesforce REST API responses. Get automatic pagination handling for large datasets without coding loops or error management.

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How to add multiple worksheets to XLS export from Salesforce Lightning component

Create multi-worksheet Excel exports from Salesforce without complex Lightning component code. Get automatic relationship handling and smart worksheet organization.

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How to attach Excel files to Salesforce Marketing Cloud emails when PDF attachment is already enabled

Learn how to bypass Marketing Cloud's Excel attachment limitations and deliver live, always-current spreadsheet data to email recipients instead.

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Sales

How to authenticate Salesforce REST API calls from Excel VBA using OAuth 2.0

Skip complex OAuth 2.0 VBA coding for Salesforce REST API authentication. Learn how to connect Excel to Salesforce securely without programming.

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How to automate Excel to Salesforce Knowledge article conversion using APIs

While full automation requires custom development, Coefficient can handle the data import portion of Excel to Salesforce Knowledge article automation workflows.

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How to automate view export to Excel without scheduled report setup

Automate view data export to Excel without scheduled report infrastructure using direct connections, flexible scheduling, and real-time refresh capabilities.

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How to bulk insert Excel data into Salesforce Account object from LWC

Bulk insert Excel data into Salesforce Accounts without custom LWC development. Handle API limits, batching, and error management automatically.

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How to bypass Salesforce Reports connector 2000 row limit in Excel Power Query

Learn how to bypass Power Query's 2000 row limit when importing Salesforce reports data into Excel with unlimited data extraction methods.

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How to convert CSV export to XLS format in Salesforce Lightning component using JavaScript

Skip JavaScript CSV to XLS conversion in Salesforce Lightning. Get direct Excel exports with proper formatting and no browser limitations using Coefficient.

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