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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.”
Multi-block joined reports face compounded limitations where each block is restricted to 20,000 records on export. This makes comprehensive data extraction challenging through Salesforce’s native functionality, especially when you need complete datasets from multiple related objects.
Here’s the most effective strategy for accessing complete datasets from all blocks in your multi-block joined reports.
Multi-block export strategy using Coefficient
Salesforce’s block-by-block limitations compound when you have multiple blocks, but you can eliminate these restrictions entirely by reconstructing your multi-object analysis outside the joined report framework. This approach gives you unlimited access to data from all blocks while maintaining the analytical relationships between them in Salesforce .
How to make it work
Step 1. Map each block’s source objects.
Document which Salesforce objects comprise each block in your joined report. For example, Block 1 might contain Opportunities, Block 2 might have Accounts, and Block 3 could include Contacts. Note the specific fields and filters for each block.
Step 2. Create separate object imports.
Set up individual Coefficient imports for each object using the “From Objects & Fields” feature. This bypasses the block structure entirely while maintaining access to all the data from each block.
Step 3. Apply block-specific filters.
Recreate the filtering logic from each joined report block using Coefficient’s advanced filtering capabilities. You can use complex AND/OR logic to match the exact criteria from your original blocks.
Step 4. Maintain block relationships.
Use spreadsheet functions like VLOOKUP, INDEX/MATCH, or XLOOKUP to preserve the relationships between blocks. This gives you the same multi-object analysis as your original joined report.
Step 5. Set up unified refresh schedules.
Configure automated refreshes for all blocks simultaneously, or set different schedules based on how frequently each block’s data changes. This ensures all your data stays current across all blocks.
Step 6. Configure consolidated alerting.
Set up alerts when any block exceeds specific thresholds or when data changes significantly. You can also use snapshots to preserve historical data across all blocks for trend analysis.
Access complete data from all blocks
This strategy provides unlimited access to all records across all blocks while maintaining the analytical insights of your original multi-block joined report. You get faster data retrieval, enhanced filtering capabilities, and real-time refresh options that aren’t available in Salesforce’s native reports. Start accessing your complete multi-block dataset today.
