)
Written by
Table of Contents
“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.”
Adding lookup fields to Salesforce custom report types carries significant risk of breaking existing reports due to changed object relationships and filter dependencies. The traditional approach requires careful testing and often results in disrupted workflows.
Here’s how to access new lookup field data immediately without any risk to your existing reporting infrastructure.
Create parallel reporting architecture with zero breaking change risk using Coefficient
Coefficient provides immediate access to lookup field data through direct object imports that exist independently of Salesforce report types. This approach eliminates modification risks while delivering enhanced reporting capabilities.
How to make it work
Step 1. Access your custom object directly.
In Coefficient, select “From Objects & Fields” and choose your custom object. This method bypasses report type configurations entirely, eliminating any risk to existing reports.
Step 2. Select the new lookup field from the field list.
Browse the available fields and select your new lookup field. Coefficient recognizes all object fields immediately without requiring report type modifications or deployment procedures.
Step 3. Include related object fields through the lookup relationship.
Add fields from the related object by selecting them through the lookup connection. For example, if you added an Account lookup, you can pull Account Name, Industry, Revenue, and other Account fields directly.
Step 4. Create dynamic filters using spreadsheet cells.
Set up filtering criteria that reference specific spreadsheet cells. This provides user-controlled filtering that’s more flexible than static Salesforce report filters, allowing stakeholders to modify parameters without editing the import.
Step 5. Configure automated refresh schedules.
Set up hourly, daily, or weekly refresh schedules to keep your lookup field data current. The automated updates ensure real-time accuracy without manual intervention.
Step 6. Leverage advanced spreadsheet functionality.
Use Excel or Google Sheets capabilities for calculations, pivot tables, and visualizations that aren’t possible in native Salesforce reports. This adds analytical power beyond what report type modifications could provide.
Gain immediate access while maintaining stability
This parallel approach provides instant access to new lookup field data while keeping your existing Salesforce reports completely unaffected. You’ll build a more resilient reporting ecosystem that scales with your evolving data needs. Start creating risk-free Salesforce reports.
