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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.”
Salesforce’s native reporting cannot automatically save reports exceeding 100,000 rows to shared drives due to export limitations and lack of direct file system integration, forcing organizations into time-consuming manual export and distribution processes.
Here’s how to enable automated scheduled reports that save unlimited data volumes to accessible shared locations with collaborative access.
Automate shared drive delivery using Coefficient
Coefficient enables unlimited data extraction from any Salesforce report or object without row restrictions, with direct cloud integration that saves reports to Google Drive, OneDrive, SharePoint, and other shared platforms automatically.
How to make it work
Step 1. Connect Salesforce account with full data access permissions.
Establish API connectivity that bypasses Salesforce’s export limitations entirely. This connection enables unlimited data extraction from any report or custom object query.
Step 2. Select large report or build custom data query.
Choose existing reports with 100k+ rows or create custom queries that pull specific data from multiple objects. The system handles unlimited record volumes through optimized batch processing.
Step 3. Configure automated schedule for large datasets.
Set up daily scheduling recommended for 100k+ row reports, with options for hourly, weekly, or monthly generation. Scheduling runs based on your specified timezone preferences automatically.
Step 4. Set up shared drive destination and access permissions.
Configure direct save to Google Drive folders, OneDrive, SharePoint locations, or network drives. Set up collaborative access permissions so multiple users can access current data from shared locations.
Step 5. Configure file naming and retention policies.
Set up automatic file naming with timestamps and dynamic variables. Choose between maintaining historical versions or overwriting files for current data only, based on your retention requirements.
Step 6. Enable completion notifications for stakeholders.
Configure alerts that notify team members when new reports are available in shared locations. Include direct links to updated files and summary information about data changes.
Transform manual processes into automated delivery
This automated approach eliminates time-consuming manual export and file distribution tasks while ensuring stakeholders have access to complete, current data from shared locations. Start automating your large report delivery today.
