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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.”
When one user gets an “undefined filter” error while others can access the same dashboard, the problem usually stems from corrupted filter cache or user-specific data conflicts that standard troubleshooting can’t fix.
Here’s a more reliable approach that eliminates these filter logic issues completely by creating an independent data connection.
Skip the broken dashboard filters with direct data imports using Coefficient
Instead of trying to fix Salesforce’s corrupted filter logic, you can bypass the dashboard infrastructure entirely. Coefficient lets you import the same data directly from your Salesforce reports or objects, giving you access to all the fields without relying on dashboard filters that break for individual users.
How to make it work
Step 1. Connect Coefficient to your Salesforce org.
Install Coefficient from the Google Workspace Marketplace or Microsoft AppSource. Authorize the connection to your Salesforce org using your login credentials.
Step 2. Import data from your existing report.
In your spreadsheet, open the Coefficient sidebar and select “Import from Salesforce.” Choose “From Existing Report” and select the problematic report from your org’s report list.
Step 3. Set up filtering that actually works.
Apply filters using Coefficient’s AND/OR logic system. You can filter by number, text, date, boolean, or picklist fields. For flexible filtering, use dynamic filters that point to cell values.
Step 4. Enable automatic refresh.
Schedule your import to refresh hourly, daily, or weekly. This keeps your data current while maintaining consistent access for all users regardless of their individual Salesforce dashboard issues.
Step 5. Share with your team.
Share the spreadsheet with affected users. They’ll have reliable access to the same live data without dealing with undefined filter errors.
Get consistent report access for everyone
This approach eliminates user-specific filter corruption while providing more robust filtering capabilities than Salesforce’s native dashboards.to create reliable reports that work for your entire team. Try Coefficient.
