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Salesforce dashboard cross-filter functionality only works between objects connected through lookup or master-detail relationships. Non-related objects, even those sharing common fields like “Business Line,” cannot participate in cross-filtering because Salesforce’s filtering engine requires relational connections to propagate filter values.
You can create cross-filter functionality for non-related objects by establishing relational connections outside Salesforce’s constraints, enabling the unified analysis that native dashboards cannot provide.
Enable cross-filtering for non-related objects using Coefficient
CoefficientHubSpotHubSpotdelivers cross-filter functionality for non-related objects by creating relational connections outside Salesforce’s limitations. You can import data from independent objects and apply unified filtering that works across all of them simultaneously inor.
How to make it work
Step 1. Import data from non-related objects independently.
Use Coefficient’s “From Objects & Fields” import to pull specific fields from each object type without requiring Salesforce relationships. Import Opportunities, Leads, and custom objects into the same workbook environment.
Step 2. Align shared fields for cross-filtering.
Structure imports to maintain common field alignment across all objects. Ensure Business Line, Region, or Product Type fields are consistently formatted for seamless cross-filtering.
Step 3. Implement unified filter application.
Apply single filter criteria across all objects simultaneously using dynamic filters that reference shared control cells. This creates the cross-filtering effect that Salesforce relationships normally provide.
Step 4. Set up cross-object analysis capabilities.
Create analysis views that combine data from multiple objects. For example, filter Opportunities and Leads by business line to analyze conversion patterns, or cross-filter custom Quota and Forecast objects to identify performance gaps.
Step 5. Configure multi-level filtering options.
Apply business line filtering first, then add secondary filters like date range or owner assignment. Set up conditional cross-filtering that applies different filter logic based on object type.
Step 6. Create interactive dashboard elements.
Build clickable elements that update filters across all object views. Users can click on a business line in one section and see all related objects update automatically.
Step 7. Enable campaign to opportunity tracking.
Connect Campaign performance with Opportunity results across business lines, creating analysis impossible in native Salesforce due to relationship requirements. Track lead sources through to closed deals with unified filtering.
Break down object silos for unified analysis
Start buildingThis solution enables analysis impossible in native Salesforce due to relationship requirements while providing instant cross-object filtering without complex SOQL queries. You maintain data integrity while breaking down object silos, supporting ad-hoc analysis across any combination of objects.your cross-filter solution today.
