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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 cross filters can be complex to configure and have significant limitations when working with junction objects and multiple related objects, often lacking the flexibility needed for comprehensive reporting.
Here’s a superior alternative that provides significantly more power and flexibility for multi-object junction reporting.
Why cross filters create ongoing challenges
Cross filters are limited to specific relationship types and configurations, require complex setup processes with technical understanding, can cause performance issues with large datasets, and have restricted filtering logic compared to direct object access. They also require maintenance overhead when object relationships change.
Use comprehensive multi-object access with Coefficient
Coefficient provides a comprehensive alternative to cross filters with significantly more flexibility and power for multi-object reporting. You can pull data from multiple Salesforce objects simultaneously without cross filter complexity.
How to make it work
Step 1. Select your junction object as the foundation.
Use Coefficient’s “From Objects & Fields” to choose your junction object as the base for your multi-object report. This establishes the primary data structure without cross filter limitations.
Step 2. Add fields from all connected parent and child objects.
Expand related object sections to select fields from multiple connected objects simultaneously. Coefficient handles all relationship navigation automatically, eliminating the complexity of cross filter setup.
Step 3. Apply advanced filtering logic across multiple objects.
Set up complex AND/OR filtering conditions that work across all your selected objects. This provides more sophisticated filtering capabilities than cross filters allow, with better performance on large datasets.
Step 4. Configure dynamic filters and automation.
Use cell references for flexible, user-controlled filtering that can be modified without changing Salesforce configurations. Set up scheduled refreshes to maintain data accuracy automatically.
Step 5. Leverage advanced multi-object features.
Use Coefficient’s append new data feature to maintain historical records while adding new multi-object data. Configure scheduled exports to push combined data back to Salesforce objects when needed.
Transform your multi-object reporting approach
This alternative eliminates the technical complexity and limitations of cross filters while providing superior functionality for junction object reporting with multiple related objects. Start building more powerful multi-object reports today.
