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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 Summer 24 update disrupted report subscriptions for countless organizations, highlighting the vulnerability of platform-dependent automation. When native functionality fails, you need a resilient external solution that won’t break with future updates.
Here’s a superior alternative that provides enhanced functionality while eliminating platform dependency risks.
Build resilient report automation with enhanced features using Coefficient
CoefficientSalesforceSalesforceprovides a robust alternative to brokenreport subscriptions by creating an independent reporting infrastructure. Unlike native subscriptions that are subject to platform vulnerabilities, this solution accesses yourdata through stable APIs and delivers reports via external email systems.
How to make it work
Step 1. Connect to your Salesforce org and import existing reports.
Install Coefficient in Google Sheets or Excel, then authenticate with your Salesforce credentials. Use the “From Existing Report” feature to import any report from your org, including pipeline reports, lead tracking, opportunity forecasts, and campaign performance data that were previously sent via broken subscriptions.
Step 2. Configure enhanced scheduling options.
Set up automated refresh schedules with more flexibility than native Salesforce subscriptions. Choose from hourly intervals of 1, 2, 4, or 8 hours, daily, or weekly frequencies. This granular control lets you match refresh timing to your actual business needs rather than Salesforce’s limited options.
Step 3. Set up customizable email alerts with advanced features.
Configure email notifications that trigger on scheduled refreshes, new data additions, or specific value changes. Unlike basic Salesforce subscription emails, you can customize message content, include formatted charts, use variables for personalization, and route different data to specific recipients based on territories or roles.
Step 4. Enable real-time data refresh and historical tracking.
Use Coefficient’s “Append New Data” feature to maintain historical records while incorporating fresh data. This creates a comprehensive dataset that grows over time, something native Salesforce subscriptions can’t provide. The real-time refresh capabilities often exceed native Salesforce performance.
Upgrade your reporting automation
BuildThis solution maintains business continuity while providing superior functionality compared to native Salesforce subscriptions.your enhanced reporting system and eliminate future vulnerability to platform update disruptions.
