Decide your target behavior: need coconut flavor (use coconut-based) or just creaminess (use dairy/plant cream).
Start with the listed ratio for your recipe, then adjust thickness: chill (for coconut milk) or reduce/simmer briefly (for thinner liquids).
For baking, mix substitutions smoothly before adding leavening so the batter texture stays consistent.
For curries/sauces, simmer 1–3 minutes after adding the substitute to activate thickening and remove any “raw” taste.
Taste and balance: add a pinch of salt for “creaminess” or a small squeeze of lemon to brighten if the swap tastes flat.