Overview
Marketing budgets for reseller partners are planned in a spreadsheet: which partner gets how much, for which activity, in which quarter. To book them, every approved activity has to reach Salesforce as a COAD record — and the import is unforgiving about formats, codes and totals.
This tool sits in between. It reads the plan, checks every line against the partner’s remaining budget and the booking rules, and writes only the clean lines into a ready-to-import COAD file. Everything that would bounce in Salesforce is flagged before the upload, not after.
How it works
Load the budget plan
The quarterly plan is dropped in as an Excel file. Partner budgets and planned activities are read from their own sheets.
Match partners
Every partner name is mapped to its Salesforce account ID. Unknown names are not guessed — they are flagged.
Check every line
Is there enough budget left for this partner? Is a cost centre set? Do the dates fall inside the quarter? Is the amount positive and in euros?
Write the COAD file
Valid lines get a running COAD ID and are written in the import layout — semicolon-separated, UTF-8, ISO dates, dot as decimal separator.
Import and file the log
The file goes into Salesforce; a short log lists what was exported, what was held back and why.
Demo
All data on this page is invented. Partners, amounts, IDs and cost centres are made up for the demo and have nothing to do with real budgets.
Q4 2026 · partner budgets
| Partner | Activity | Category | Period | Amount | Check |
|---|
COAD file preview
Press “Generate COAD file” to build the import file from all lines marked OK.File format
Simplified for this page — the real layout follows the field list of the Salesforce org.
| Column | Content | Example |
|---|---|---|
COAD_ID | Running number per quarter | COAD-26Q4-0001 |
Account_ID | Salesforce account of the partner | 001DEMO00000A1 |
Activity | Short description of the measure | Newsletter feature |
Category | Online, Print, Event or POS | Online |
Start_Date / End_Date | ISO dates inside the quarter | 2026-10-01 |
Amount_EUR | Net amount, dot as decimal separator | 4500.00 |
Cost_Center | Booking cost centre | CC-4711 |
Status | Always Approved on export | Approved |
Status
Done
- Budget plan read from Excel
- Budget, cost-centre and date checks
- COAD file in the import layout
- Log of exported and held-back lines
Open
- Partner list kept in one place instead of per quarter
- Warning when a partner passes 90 % of the budget
- Compare actual invoices against the booked COADs
- The working version with real budgets stays inside the company and is not published here.