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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Salesforce report builder has documented limitations when working with Permission Set License relationships, including restricted relationship depth, missing field exposure, and inability to join with related objects like UserRole or Manager hierarchies.
Here’s how to bypass these architectural constraints and create the comprehensive license management reports you actually need.
Bypass report builder constraints with advanced Salesforce connectivity using Coefficient
Coefficientdirectly addresses report builder limitations through advanced Salesforce connectivity that provides an alternative reporting layer, overcoming the fundamental architectural restrictions when dealing with permission set license relationships.
How to make it work
Step 1. Use direct SOQL query capability to bypass relationship restrictions.
SalesforceConnect to yourorg and select “Custom SOQL Query” to access all object relationships without the limitations of standard report types. This eliminates the relationship depth restrictions and field mapping failures common in custom report types.
Step 2. Create multiple object joins in single queries.
Build queries that join Users, Licenses, Roles, and Profiles simultaneously: `SELECT u.Name, u.Department, u.UserRole.Name, p.PermissionSetLicense.MasterLabel, u.Manager.Name FROM PermissionSetLicenseAssign p JOIN User u ON p.AssigneeId = u.Id`. This provides the cross-object reporting that report builder simply can’t handle.
Step 3. Apply complex filtering across any combination of related fields.
SalesforceUse advanced filtering options that work across multiple object relationships simultaneously. Filter by user role, department, manager hierarchy, and license type in a single query – something impossible with standardreport builder constraints.
Step 4. Set up real-time data synchronization with automated refreshes.
Configure automated refreshes (hourly, daily, or weekly) to maintain current license assignment data without the performance issues common with large custom report types. This ensures your reports stay current without manual intervention.
Step 5. Enable collaborative sharing without Salesforce licensing constraints.
Share your comprehensive license reports through spreadsheet collaboration features, eliminating the need for additional Salesforce licenses for stakeholders who only need to view license assignment data.
Get the comprehensive license reporting that Salesforce can’t provide
Build your reportsThis alternative reporting approach overcomes all major limitations of Salesforce’s report builder for permission set license relationships while maintaining data security and governance standards.without architectural constraints today.
