Category: Excel

Can multiple users access reports in Private Reports folder in Salesforce?

Yes, multiple users can access reports that appear in the Private Reports folder through folder permissions, role hierarchy, or direct sharing. Reports remain in “Private Reports” because they lack organization-wide visibility, not because they’re truly private.

This counterintuitive behavior creates collaboration challenges for teams. Here’s how to create superior multi-user report access that actually makes sense.

Enable seamless multi-user report access using Coefficient

CoefficientSalesforceprovides superior solutions for multi-userreport access by creating shared spreadsheet environments and automated team alerts that eliminate the confusion of virtual folder logic.

How to make it work

Step 1. Create shared spreadsheet access.

SalesforceImportreports to Google Sheets or Excel where multiple users can collaborate simultaneously. Set granular permission controls for different team members based on their needs.

Step 2. Set up automated team alerts.

Configure Slack and Email Alerts that automatically distribute report updates to entire teams. This eliminates the need for individual Salesforce access or understanding complex folder permissions.

Step 3. Enable real-time collaboration features.

Allow teams to analyze, comment on, and modify report data together in familiar spreadsheet environments. Multiple users can work simultaneously with live data updates.

Step 4. Configure flexible sharing controls.

Share reports with internal teams, external partners, or stakeholders without requiring Salesforce licenses. Use standard spreadsheet sharing permissions that everyone understands.

Scale collaboration without complexity

Get startedThis approach transforms the limitations of Private Reports Salesforce sharing into dynamic, user-friendly collaboration that scales with your team’s needs.with intuitive multi-user report access today.

Can reports be moved from Private Reports to Public Reports in Salesforce?

You cannot directly move reports between Private Reports and Public Reports folders because these are virtual containers, not actual storage locations. A report appears in Public Reports only when it gains organization-wide visibility through folder sharing or permissions.

This process is often cumbersome and creates ongoing maintenance overhead. Here’s a more practical solution for making Salesforce reports widely available to your team.

Make reports instantly shareable using Coefficient

CoefficientSalesforceoffers a more practical solution for makingreport access widely available by importing data to spreadsheets and creating automated sharing workflows.

How to make it work

Step 1. Import report data to your spreadsheet.

SalesforceConnectto Google Sheets or Excel and import any report data. This makes reports instantly shareable with anyone regardless of their Salesforce access or folder permissions.

Step 2. Set up automated refreshes for current data.

Configure automatic data refreshes to keep shared reports current without manual intervention. Choose from hourly, daily, or weekly schedules based on your reporting needs.

Step 3. Create distribution lists with alerts.

Build automated Slack and Email Alerts that notify stakeholders of report updates. Set triggers based on schedule, new data additions, or specific value changes in your reports.

Step 4. Build collaborative dashboards for team access.

Create shared workspaces where teams can analyze and discuss data without requiring Salesforce licenses. Multiple users can collaborate simultaneously with granular permission controls.

Eliminate complex folder permissions

Get startedThis approach eliminates the complexity of Salesforce folder permissions while providing superior collaboration capabilities and ensuring broader team access to critical business data.with streamlined report sharing today.

Can you update HubSpot calculated properties directly from Excel spreadsheet data

HubSpotYou cannot directly updatecalculated properties from Excel data because calculated properties are system-generated fields that automatically compute values based on predefined formulas and cannot be manually overwritten.

However, there are effective workarounds that let you influence calculated properties or create custom alternatives for your Excel-based calculations.

CoefficientWork with calculated properties using alternative approaches with

While calculated properties like “Days since last activity” or “Total deal value” are read-only, you can update the underlying source properties that these calculations depend on, or create custom properties to store your Excel-based calculations.

How to make it work

Step 1. Update source properties that feed calculated fields.

Use Coefficient to update properties like “Last Activity Date” to affect “Days since last activity” calculations, or update individual deal amounts to influence total deal value calculations automatically.

Step 2. Create custom properties for your Excel calculations.

Instead of trying to update calculated properties, create custom number or text properties in HubSpot that can accept your Excel-calculated values, like “Revenue Forecast” or “Performance Score” fields.

Step 3. Implement a hybrid calculation approach.

Use Excel for complex calculations that HubSpot can’t perform natively, then push the results to custom HubSpot company properties via Coefficient. This extends HubSpot’s analytical capabilities with your sophisticated Excel formulas.

Step 4. Add timestamps to track when custom calculations were updated.

Create “External Calculation Date” timestamp fields to track when your Excel-based values were last updated, providing audit trails for your custom calculated data.

Extend HubSpot’s capabilities with custom calculations

Start creating custom calculated fieldsThis approach lets you complement HubSpot’s calculated properties with your own Excel-based analytics while respecting system limitations.that work alongside HubSpot’s native calculations.

Can’t find HTML Email Status report type in Lightning Experience

HTML Email Status report types are frequently missing in Lightning Experience due to report type migration issues from Classic, Lightning-specific permission requirements, or incomplete object availability in the Lightning interface.

Lightning Experience also has different report builder navigation that can obscure certain report types, particularly specialized objects like HTML Email Status.

Eliminate Lightning Experience limitations using Coefficient

Coefficienteliminates Lightning Experience limitations by providing direct access to HTML Email Status data through spreadsheets. This offers superior email tracking capabilities with better visualization and collaboration options than Lightning Experience provides.

You get comprehensive email analytics without depending on Lightning Experience report builder availability or interface restrictions.

How to make it work

Step 1. Connect independent of Lightning Experience.

SalesforceInstall Coefficient and connect to yourorg. Import HTML Email Status data directly without relying on Lightning Experience report builder availability or interface limitations.

Step 2. Create intuitive email tracking dashboards.

GoogleBuild email tracking dashboards inSheets or Excel with better visualization options than Lightning Experience provides for HTML Email Status reports. Use charts, conditional formatting, and custom calculations.

Step 3. Enable cross-platform accessibility.

Access email tracking data from any device or platform, eliminating Lightning Experience browser requirements or performance issues. Share dashboards with team members regardless of their Salesforce access.

Step 4. Build advanced integration capabilities.

Combine HTML Email Status data with other Salesforce objects using flexible import capabilities. Create comprehensive email-to-revenue analysis that’s not possible in Lightning Experience reporting.

Step 5. Set up real-time collaboration and alerts.

Share email performance data using spreadsheet collaboration features that are superior to Lightning Experience report sharing. Configure automated Slack or email notifications for email performance changes.

Get better email analytics than Lightning Experience

Start buildingStop struggling with Lightning Experience limitations. Access comprehensive email tracking data with more flexible and powerful reporting capabilities than Lightning Experience provides, even when HTML Email Status reports become available.better email analytics today.

Contact import from Excel not populating phone company website fields

HubSpotPhone, company, and website fields fail to populate becausehas specific formatting requirements that Excel imports often don’t meet – phone numbers need consistent formatting, companies must match existing records, and websites require proper URL protocols.

Here’s how to address each field type with targeted solutions that ensure proper population every time.

Address specific field challenges with targeted solutions

Coefficientprovides specialized handling for phone, company, and website fields through data formatting capabilities, association management, and validation controls that address each field’s unique requirements.

How to make it work

Step 1. Connect to HubSpot and import existing data structure.

HubSpotEstablish connection tothrough Coefficient and import current contact data to understand existing field structures and formatting patterns for phone, company, and website fields.

Step 2. Standardize phone number formatting in Excel.

Use Excel formulas to clean phone number data before export. Apply `=SUBSTITUTE(SUBSTITUTE(SUBSTITUTE(A2,”(“,””),”)”,””),” “,””)` to remove formatting characters, then use `=”+1-“&LEFT(B2,3)&”-“&MID(B2,4,3)&”-“&RIGHT(B2,4)` to create consistent formatting.

Step 3. Use Association Management for company fields.

Leverage Coefficient’s Association Management to link contacts with existing company records in HubSpot. This feature can also create new company records when needed, preventing blank company fields from unmatched data.

Step 4. Format website fields with proper protocols.

Add URL protocols to website data using Excel formulas like `=IF(LEFT(A2,4)=”http”,A2,”https://”&A2)` to ensure proper website field formatting. Validate domains using conditional formatting to catch formatting errors.

Step 5. Apply field-specific validation before export.

Create validation rules for each field type: phone numbers should contain only digits and formatting characters, company names should match existing records, and websites should include proper domain structures.

Step 6. Use conditional exports for validated data only.

Set up conditional exports that only process data meeting validation criteria. This ensures phone, company, and website fields only export when properly formatted and validated.

Step 7. Monitor results with email alerts.

Enable Coefficient’s email alerts to notify you of any export issues with these critical contact fields. This provides immediate feedback on field population success.

Ensure critical contact fields populate correctly

Start fixingPhone, company, and website fields are essential for complete contact records. With targeted formatting and validation solutions, you can ensure these fields populate correctly every time.your contact field issues today.

Contact information not mapping correctly during Excel file upload

HubSpotContact mapping fails during Excel uploads becauserequires exact column header matching with limited flexibility for data variations like “First Name” vs “FirstName” or “Email Address” vs “Email”.

Here’s how to eliminate mapping guesswork and ensure perfect field alignment between your Excel data and HubSpot contact properties.

Get sophisticated field management with automatic and manual mapping

Coefficienteliminates mapping issues through intelligent field management that handles both automatic alignment for HubSpot-sourced data and precise manual control for external Excel files.

How to make it work

Step 1. Establish HubSpot connection through Coefficient.

HubSpotConnect your Excel workbook tothrough Coefficient’s sidebar. This creates the foundation for both automatic and manual field mapping capabilities.

Step 2. Import existing HubSpot contact structure.

Pull your current HubSpot contact data into Excel to understand available fields and their exact naming conventions. This gives you a template for proper field alignment.

Step 3. Use manual mapping interface for external data.

When working with external Excel data, access Coefficient’s manual mapping interface. Match your Excel columns to corresponding HubSpot contact properties, including custom fields you’ve created in your CRM.

Step 4. Preview mapping results before export.

Coefficient lets you preview how your field mapping will work before committing data to HubSpot. This prevents the trial-and-error cycle of traditional imports.

Step 5. Apply Dynamic Filtering for flexible processing.

Use Dynamic Filtering to point filter values to specific spreadsheet cells. This gives you flexible control over which contact data gets processed and how it maps to HubSpot fields.

Step 6. Choose appropriate Export Actions.

Select UPDATE for existing contacts, INSERT for new contacts, or DELETE for contact removal. Each action maintains your established field mapping for consistent results.

Work in your familiar environment with perfect CRM alignment

Start mappingContact mapping shouldn’t require wrestling with rigid import requirements. With intelligent field management, you can work in Excel while maintaining perfect alignment with HubSpot.your contact data correctly today.

Convert Excel interactive dashboard to web-based landing page with live filtering

Excel dashboards cannot be directly converted to web-based landing pages while maintaining their interactive filtering capabilities due to Excel’s web publishing restrictions.

Here’s how to recreate your Excel dashboard as a fully interactive web-based landing page that visitors can filter and manipulate in real-time.

Rebuild your dashboard in Google Sheets with Coefficient for live data

Coefficientprovides an effective solution pathway for creating interactive web-based spreadsheet dashboards. By rebuilding your Excel dashboard in Google Sheets, you gain superior web integration capabilities while maintaining live data connections.

How to make it work

Step 1. Recreate your Excel dashboard structure in Google Sheets.

Build your dashboard layout in Google Sheets, replicating the charts, tables, and visual elements from your Excel version. Google Sheets offers superior web integration capabilities that Excel simply can’t match.

Step 2. Connect Google Sheets to your original data sources using Coefficient.

Use Coefficient to establish direct connections between your Google Sheets dashboard and the same data sources that fed your Excel dashboard. This includes CRMs, databases, APIs, and other business systems.

Step 3. Configure scheduled imports for live data updates.

Set up Coefficient’s scheduled imports to refresh your dashboard data automatically. Choose from hourly, daily, or weekly updates to ensure your web-based landing page always shows current information.

Step 4. Set up interactive filter controls.

Create filter views and interactive elements in Google Sheets that allow visitors to manipulate data views. These controls maintain full functionality when published to the web, unlike Excel’s static web publishing.

Step 5. Publish your dashboard as a web-accessible landing page.

Use Google Sheets’ native web publishing features to create your interactive landing page. Visitors can use filters, sort data, and interact with charts without downloads or plugin requirements.

Step 6. Add Coefficient’s alert features for stakeholder notifications.

Configure alerts to notify stakeholders when dashboard metrics change or reach specific thresholds. This adds proactive monitoring capabilities that Excel web publishing can’t provide.

Build dashboards that work the way you need them to

CreateThis approach delivers what Excel cannot: a genuine interactive web dashboard with live filtering, real-time data updates, and cross-browser compatibility.your web-based dashboard today.

Convert Unix timestamp milliseconds from HubSpot export to readable date format

HubSpot’s Unix timestamp milliseconds appear as 13-digit numbers like 1620710374103 in spreadsheet exports, making date analysis nearly impossible. These epoch time values need conversion to standard date formats before you can use them for reporting or calculations.

Here’s how to automatically transform these timestamp numbers into readable dates without managing complex conversion formulas.

Automatically convert timestamp milliseconds during import using Coefficient

CoefficientHubSpot’sHubSpotrecognizestimestamp format and automatically converts epoch time values into standard dates during import. This works for contact creation dates, deal close dates, and custom date properties across bothobjects.

How to make it work

Step 1. Connect HubSpot through Coefficient’s sidebar.

Install Coefficient in your spreadsheet application and navigate to “Connected Sources” in the sidebar. Add your HubSpot account with the appropriate permissions for the objects you want to import.

Step 2. Select your HubSpot objects and timestamp fields.

Choose the HubSpot objects containing the timestamp data you need. Coefficient displays all available properties, automatically identifying which fields contain timestamp data that requires conversion.

Step 3. Import with automatic timestamp conversion.

Select your desired timestamp fields and click “Import.” Coefficient processes the 13-digit millisecond values and converts them to properly formatted dates that your spreadsheet recognizes for sorting, filtering, and calculations.

Step 4. Configure scheduled refreshes for ongoing data.

Set up automatic imports to run hourly, daily, or weekly. Each scheduled refresh maintains the proper date formatting, ensuring your timestamp conversion stays consistent as new data flows in from HubSpot.

Stop wrestling with timestamp conversion formulas

Get startedManual timestamp conversion becomes unmanageable with large datasets and multiple date fields. Coefficient handles the millisecond-to-date transformation automatically, giving you clean, analysis-ready data from the start.with automated HubSpot timestamp conversion today.

Converting epoch time milliseconds from HubSpot workflow to date time in spreadsheet

HubSpot workflows export epoch time in milliseconds that require conversion for spreadsheet analysis. While manual conversion formulas work, they become cumbersome when dealing with multiple workflow date fields and large datasets.

Here’s how to get properly formatted workflow date data without managing conversion formulas or workflow export limitations.

Replace workflow exports with comprehensive data imports using Coefficient

CoefficientHubSpotHubSpotprovides a more robust solution than nativeworkflow exports by importing complete object data with automatic timestamp conversion. This approach gives you access to workflow-related dates alongside comprehensive contact and deal information from.

How to make it work

Step 1. Connect HubSpot through Coefficient instead of workflows.

Install Coefficient in your spreadsheet application and connect your HubSpot account through the “Connected Sources” menu. This provides direct API access rather than relying on workflow export limitations.

Step 2. Import complete HubSpot objects with workflow data.

Select the HubSpot objects that contain your workflow-related information (contacts, deals, tickets). Choose properties that include workflow enrollment dates, completion timestamps, and custom date fields used in your workflows.

Step 3. Configure scheduled imports to match workflow timing.

Set up automatic imports to run at intervals that match your workflow requirements – hourly, daily, or weekly. This ensures your spreadsheet data stays current while maintaining proper date formatting throughout.

Step 4. Access comprehensive data beyond workflow exports.

Unlike limited workflow field exports, Coefficient imports complete object records. This means you get workflow dates alongside associated contact information, deal details, and custom properties all with proper date formatting.

Get better workflow data than HubSpot’s native exports

Switch toHubSpot workflow exports limit you to specific fields and require manual timestamp conversion. Coefficient provides comprehensive object data with automatic date formatting and flexible scheduling that matches your workflow needs.Coefficient for superior HubSpot workflow data integration.

Create custom checkbox field to track file attachment status on Salesforce records

SalesforceCreating a custom checkbox field into track attachment status is easy, but keeping it accurate is the real challenge. Native tools struggle with efficiently querying ContentDocumentLink relationships for bulk field updates.

Here’s how to create the field and use automated data analysis to keep it current with actual attachment status.

CoefficientMaintain accurate attachment status fields using

SalesforceWhile you create the checkbox field insetup, Coefficient provides the data analysis capabilities you need to determine which records should have this field checked. Process Builder and Flow can’t trigger on ContentDocument events, making this approach more reliable.

How to make it work

Step 1. Create your custom checkbox field in Salesforce.

Go to Object Manager, select your target object, and create a new checkbox field called “Has_Attachments__c” or similar. Set the default value to unchecked.

Step 2. Set up a SOQL query to identify records with attachments.

In Coefficient, create a custom SOQL query to determine attachment status:

Step 3. Export the results back to Salesforce.

Use Coefficient’s scheduled export feature to push updates back to Salesforce. Map the LinkedEntityId to the record ID and HasAttachments to your checkbox field. Set this to run daily or weekly.

Step 4. Create validation reports.

Build comparison reports that show your checkbox field values alongside actual attachment counts. This helps you monitor field accuracy and catch any discrepancies.

Automate what Process Builder can’t handle

Get startedThis approach bypasses the limitations of native Salesforce automation tools and provides a reliable method for maintaining attachment status fields.with automated attachment tracking that actually works.