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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 dashboard filters have a known limitation where custom fields from related objects aren’t recognized on Activity report components, preventing you from filtering by important User attributes like Sales Region or Team assignments.
This restriction occurs because Activity reports handle field relationships differently than standard object reports. Here’s how to bypass these limitations completely.
Bypass dashboard limitations with complete field access using Coefficient
Salesforce dashboard filters only recognize direct lookup fields on Activity reports, blocking access to custom fields from related objects that you need for meaningful segmentation.
Coefficient provides a complete workaround by importing all your data into Salesforce spreadsheets where every field becomes filterable and accessible.
How to make it work
Step 1. Import Activity data with all standard fields.
Use Coefficient’s Salesforce connector to import your Activity data including Subject, Status, Owner ID, and other standard fields. This creates your base dataset without the dashboard filter restrictions.
Step 2. Import User object data including all custom fields.
Create a separate import for the User object, making sure to select all custom fields like Sales_Region__c, Team__c, or Territory__c that you need for filtering but can’t access through dashboard filters.
Step 3. Merge custom fields using lookup formulas.
Use Coefficient’s =salesforce_lookup formula to pull User custom fields directly into your Activity data. For example: =salesforce_lookup(“User”, “Id”, A2, “Sales_Region__c”) where A2 contains the Activity owner ID.
Step 4. Create filter dropdowns using Data Validation.
Build dropdown filters that reference your custom field values. These filters work with all imported data, not just the limited lookup fields available in Salesforce dashboards.
Step 5. Build dynamic dashboards with pivot tables.
Create pivot tables and charts that respond to all filter selections. Apply complex filter logic using AND/OR conditions while maintaining real-time data sync with scheduled refreshes.
Make all custom fields filterable without field visibility issues
This solution provides the custom field filtering that Salesforce dashboards can’t deliver while maintaining data accuracy through automated syncing. Get started with unrestricted Activity filtering today.
