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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’s Summer 24 update broke report subscription rendering for many organizations, leaving teams without their automated reports. The platform’s native subscription system is vulnerable to these update disruptions.
Here’s how to create a more reliable alternative that won’t break when Salesforce pushes platform updates.
Replace broken subscriptions with automated spreadsheet reports using Coefficient
CoefficientSalesforceSalesforceInstead of waiting for Salesforce to fix their rendering issues, you can bypass the problem entirely.imports yourreports directly intoor Excel with automated refresh capabilities and independent email alerts. This approach eliminates dependency on Salesforce’s email infrastructure that’s currently experiencing issues.
How to make it work
Step 1. Connect Coefficient to your Salesforce org.
Install Coefficient in Google Sheets or Excel, then authenticate using your existing Salesforce credentials. The connection uses your current permissions, so you’ll have access to the same reports that were failing in your subscriptions.
Step 2. Import your existing Salesforce reports.
Use Coefficient’s “From Existing Report” feature to pull in any report from your org. This includes pipeline reports, lead reports, opportunity forecasts, and campaign performance data. The import captures all fields and formatting from your original reports.
Step 3. Set up automated refresh schedules.
Configure your reports to refresh automatically with options for hourly intervals (1, 2, 4, or 8 hours), daily, or weekly updates. Unlike Salesforce’s rigid scheduling, you can customize timing based on your team’s actual needs.
Step 4. Configure email alerts with custom recipients.
Set up email notifications that trigger on scheduled refreshes, new data, or specific value changes. You can customize email content, include charts and formatting, and route messages to different recipients based on the data. These emails use Google or Microsoft’s email systems instead of Salesforce’s problematic infrastructure.
Get your automated reports working again
Start buildingThis solution provides better reliability than native Salesforce subscriptions while offering enhanced customization options.your replacement reporting system today and avoid future platform update disruptions.
