If your team uses Salesforce as their CRM, and it is your single source of truth keeping it up to date from various systems within your tech stack can be time-consuming.

Updating the data within your Google Sheet can update Salesforce using the Coefficient "Export to..." feature. With this, you can update Opportunity stages, add a Contact's email to their record, or even scrub address fields for higher geocoding accuracy.

Let's dive deeper into this POWERFUL feature!

What is “Export to...” with Salesforce?

“Export to..” with Salesforce is a very powerful feature in Coefficient. It allows you to update the data in Google Sheets and then uses Coefficient to push (or write back) that data update directly into Salesforce.

How to “Export to...” with Salesforce?

<aside> 💡 We recommend doing a Salesforce import of the data into Sheets using Coefficient prior to performing the “Export to...” with Salesforce. This allows us to automatically detect/map certain fields.

</aside>

  1. Select “Export to...” in the Coefficient sidebar.

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  1. Select the data source you would like to push the data back to. So in this case, “Salesforce”.

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  1. Select the Sheet (dropdown) in your Workbook that contains the data you want to push back into Salesforce.

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  1. Destination Settings: Select the Salesforce Object you are exporting the data to, the Action you would like to take, and designate the header row. (The header row is not the Coefficient header, but the row that has the Salesforce field headers in it). Details on Actions are below.

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  1. Field Mappings: Depending on the Action you are taking, certain fields may be required to be mapped for this export. (Example: Update requires the Salesforce object ID - “Opportunity ID”). Coefficient will try to map the fields for you if the data in the sheet came from an import from Salesforce using Coefficient. If the data in the sheet was not generated by a Salesforce/Coefficient import, you will need to manually map the data.

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  1. Advanced Settings:

    Column for Results: Each time you Export To Salesforce, Coefficient will write information back to your sheet related to that update. Coefficient will try to guess what the first empty column is in your sheet and suggest that as the column to use to populate this information. We will write 3 columns to the sheet, (1) the URL for the Salesforce Record that was updated, (2) the status of the export (OK, ERROR, etc), and (3) the date/time stamp that the record was updated last using Coefficient. (See #10 for screenshot)

    Batch Size: Max is 10,000 rows due to Salesforce API limitations.

    Export Empty Cells on Update: Enabling this feature will allow you to remove/clear out existing values in Salesforce in bulk using Coefficient.

    On-Sheet Export Button - Enabling this will create this button in the Coefficient header to allow you to access the existing Export Mappings for your current sheet much faster.

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