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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.”
Creating cross-object dashboard components in Salesforce typically requires complex joined reports or multiple dashboard components, which limits flexibility and often causes performance issues with large datasets.
Here’s how to create more powerful cross-object analysis that goes beyond Salesforce’s native joined report limitations.
Build cross-object dashboards by importing multiple objects and reports using Coefficient
Coefficient enables you to import data from multiple objects and reports, then create unified cross-object analysis in spreadsheets. This approach provides more flexibility than Salesforce’s native joined reports, which have strict limitations on object joins and calculation types.
How to make it work
Step 1. Import data from your primary objects.
Use Coefficient’s “From Objects & Fields” method to import data directly from Standard Objects like Account, Contact, Lead, Opportunity, and Campaign. You can also access all Custom Objects in your org without the restrictions of joined reports.
Step 2. Add related object data to separate sheets.
Import related data from different objects into separate sheets within the same workbook. For example, pull Accounts with related Opportunities into one sheet and Contacts with related Campaign Members into another.
Step 3. Use Custom SOQL Queries for complex relationships.
For advanced cross-object joins that would be impossible in joined reports, write Custom SOQL Queries to pull exactly the data relationships you need across multiple objects.
Step 4. Create cross-object calculations with spreadsheet formulas.
Use VLOOKUP, INDEX/MATCH, and SUMIF formulas to create cross-object metrics and visualizations. Calculate things like “Account Revenue by Contact Source” or “Opportunity Win Rate by Campaign Type” that would be difficult in native joined reports.
Step 5. Enable Formula Auto Fill Down for dynamic updates.
Turn on Formula Auto Fill Down to ensure your cross-object calculations automatically extend to new rows as data refreshes. This maintains dashboard accuracy without manual intervention as your Salesforce data grows.
Move beyond joined report limitations
Cross-object analysis doesn’t have to be constrained by Salesforce’s joined report restrictions. Start creating flexible cross-object dashboards that give you the insights native Salesforce components can’t deliver.
