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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.”
After Lightning updates, the Salesforce report export button often moves to different locations, gets hidden in overflow menus, or becomes temporarily unavailable due to interface changes.
Here’s how to maintain consistent data access that’s immune to Salesforce interface updates and provides enhanced functionality.
Maintain export functionality through Lightning updates using Coefficient
Coefficient eliminates the impact of Lightning interface changes by providing export functionality that’s independent of Salesforce’s evolving UI. When native export buttons disappear after updates, Coefficient continues working without interruption because it accesses data through stable API connections rather than Salesforce UI elements.
How to make it work
Step 1. Connect Coefficient for interface-independent access.
Install the Coefficient add-on in Google Sheets or Excel and authenticate with your Salesforce credentials. This connection remains stable regardless of Lightning interface updates or button relocations.
Step 2. Import existing reports directly.
Use “From Existing Report” to access any Salesforce report without relying on UI export buttons. Select your report from the list and all data imports automatically, regardless of missing interface elements.
Step 3. Set up automated data refresh.
Configure hourly, daily, or weekly refresh schedules that work consistently across all Salesforce updates. This eliminates the need for manual exports and provides real-time data access during interface transitions.
Step 4. Enable enhanced filtering and analysis.
Apply advanced filtering with AND/OR logic and dynamic cell references. Add formulas for data analysis directly in your spreadsheet with capabilities that often exceed what disappeared export buttons provided.
Future-proof your data access
Interface-independent functionality provides continuity for critical reporting workflows while offering enhanced capabilities beyond native export features. Secure your data access against future Salesforce updates.
