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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 Activity report components have a specific limitation where custom fields from the User object cannot be selected as dashboard filters, preventing you from filtering by Sales Region, Team, or custom User categorizations.
This occurs even though Activities are owned by Users and the relationship exists. Here’s how to make all User custom fields available for Activity filtering.
Make all User custom fields available for Activity filtering using Coefficient
The limitation exists because Salesforce Activity dashboard filters only recognize standard User fields despite the Owner relationship providing access to custom User attributes like Sales_Region__c, Team__c, or Territory__c.
Coefficient provides a comprehensive solution by importing both Activity and User data into Salesforce spreadsheets where you can merge User custom fields with Activity records for complete filtering capability.
How to make it work
Step 1. Import Activity data with standard fields.
Import your Activity data via Coefficient including Subject, Status, Owner ID, and other standard fields. The Owner ID field is crucial for linking User custom fields to each Activity record.
Step 2. Import complete User data including all custom fields.
Create a separate import for the User object, selecting custom fields like Sales_Region__c, Team__c, Territory__c, or any other custom categorizations you need for filtering Activities.
Step 3. Merge User custom fields with Activities using batch lookup.
Use Coefficient’s batch =salesforce_lookup function: =salesforce_lookup(“User”, “Id”, A2:A1000, “Sales_Region__c”) to pull User custom fields for multiple Activity records efficiently, or use VLOOKUP/XLOOKUP for simpler needs.
Step 4. Create powerful filtering options for all User attributes.
Build dropdown filters for each User custom field using Data Validation. Create multi-select filters using Google Sheets’ filter views or Excel slicers that apply to charts and summaries automatically.
Step 5. Automate the process with scheduled updates.
Schedule daily imports to capture new Activities, use Coefficient’s Append New Data feature to maintain historical records, and set up conditional formatting based on User custom field values for visual insights.
Access the User custom field filtering Salesforce dashboards can’t provide
This solution delivers complete User custom field filtering for Activity reports that native Salesforce dashboards cannot offer. Start filtering Activities by all User attributes today.
