In business operations, it’s common to work with Excel files that contain multiple types of data mixed together. For example, a training program applicant list may include both students and instructors, and you may want to import each type into different Salesforce objects. Traditionally, this required manually splitting the Excel file or preparing scripts, which was both time-consuming and error-prone.

With ExcelTL, however, such processes can be easily automated with a no-code workflow. In this scenario, we’ll demonstrate how to automatically split applicant data in Excel based on conditions and import it into Student__c and Instructor__c objects in Salesforce.

Scenario Overview: From One Excel File to Two Salesforce Objects

In this scenario, a single Excel file (applications.xlsx) contains all applicant information. Depending on the “Type” column, the data will be imported as follows:

• Type = "Student" → Imported into Student__c in Salesforce
• Type = "Instructor" → Imported into Instructor__c in Salesforce

Job Setup in ExcelTL

① Extract Data
Start by extract data from the Excel file.

extract:
  type: excel
  file: "./applications.xlsx"
  sheet: "Sheet1"

② Transform and Split Data
Next, define two pipelines according to the conditions in the “Type” column. Each pipeline maps the data to the corresponding Salesforce object for import.

transform:
  pipelines:
    - name: student_pipeline
      filter: "row['Type'] == 'Student'"
      map:
        - target_object: Student__c
          fields:
            FullName: Name__c
            Email: Email__c
            Major: Major__c

    - name: instructor_pipeline
      filter: "row['Type'] == 'Instructor'"
      map:
        - target_object: Instructor__c
          fields:
            FullName: Name__c
            Email: Email__c
            Major: Subject__c
            Experience: Years_of_Experience__c

③ Import into Salesforce
Finally, import both pipelines into Salesforce.

load:
  type: salesforce
  auth:
    username: your-username
    password: your-password
    token: your-token
  pipelines:
    - name: student_pipeline
    - name: instructor_pipeline

Testing and Validation

After executing the job, check the following:

• Student__c contains two records (Alice, Carol).
• Instructor__c contains two records (Bob, David).
• Field mapping is correct (e.g., Experience → Years_of_Experience__c).
• No errors appear in the job logs.

Flexible No-Code Data Import

As shown above, ExcelTL makes it easy to handle conditional branching and multi-object imports without writing any code. You can design flexible pipelines tailored to your data structure and business logic, enabling smarter and more efficient data import operations into Salesforce.

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