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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.”
You can extract unique IDs from Salesforce reports without any manual copy-paste by importing your report data directly into spreadsheets and using automated formulas to identify and isolate unique records.
This approach completely eliminates manual operations while providing superior unique ID extraction that automatically updates when your source Salesforce data changes.
Automate unique ID extraction with zero manual effort using Coefficient
Coefficient completely eliminates manual copy-paste operations while providing superior unique ID extraction capabilities that maintain live connections to your Salesforce data.
How to make it work
Step 1. Connect your Salesforce report directly to your spreadsheet.
Use Coefficient to import your Salesforce report data directly into Google Sheets or Excel. This eliminates the need for any manual exports or file downloads while providing access to all your record IDs.
Step 2. Apply unique formulas to automatically extract distinct IDs.
Use =UNIQUE(A2:A1000) in Google Sheets or Excel to automatically extract unique IDs from your imported data. This formula dynamically updates whenever your source data refreshes, ensuring your unique list stays current.
Step 3. Create advanced unique filtering with conditional criteria.
Build more sophisticated unique extraction using formulas like =UNIQUE(FILTER(A2:A1000, B2:B1000=”Active”)) to extract IDs that are unique based on multiple criteria, or =UNIQUE(IF(C2:C1000>TODAY()-30, A2:A1000)) for unique IDs from recent records only.
Step 4. Set up automated refreshes for live unique ID lists.
Configure scheduled refreshes (hourly, daily, or weekly) so your unique ID extraction happens automatically in the background. This transforms a manual, error-prone daily task into a reliable, automated process.
Step 5. Enable cross-report deduplication for comprehensive uniqueness.
Import multiple Salesforce reports and use formulas to identify IDs that are unique across all reports, providing organization-wide deduplication that’s impossible with manual methods.
Transform manual tasks into automated processes
This automated approach eliminates human error from copy-paste operations and provides scalable unique ID extraction that works with any volume of data. Set up your automated unique ID extraction and eliminate manual copy-paste operations forever.
