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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.”
Beyond Salesforce’s limited native reporting options for permission set license assignments, you need alternative methods that address the fundamental data access and relationship challenges that make license management so difficult.
Here’s the most comprehensive alternative approach that overcomes all the major limitations of Salesforce’s standard reporting tools.
Use advanced data integration as your primary alternative method with Coefficient
Coefficientprovides the most comprehensive alternative method for permission set license assignment reporting, addressing all the fundamental challenges through direct object queries, automated data pipelines, and enhanced analysis capabilities.
How to make it work
Step 1. Set up custom SOQL import approach for complete control.
SalesforceConnect to yourorg and use direct object queries that bypass report type limitations entirely. Create imports with complete control over field selection and filtering, accessing real-time data without report generation delays.
Step 2. Build automated data pipeline solutions.
Configure scheduled imports that maintain current assignment data automatically. Set up historical tracking through append functionality and create automated alert systems for assignment changes. This integrates seamlessly with your existing spreadsheet workflows.
Step 3. Create enhanced analysis capabilities beyond Salesforce limitations.
SalesforceBuild pivot tables for license utilization analysis, track department and role-based assignment trends, and integrate cost analysis with licensing data. Use advanced filtering and calculation options that go far beyondformula limitations.
Step 4. Enable collaborative sharing without additional Salesforce licenses.
Share comprehensive license assignment reports through spreadsheet collaboration features, eliminating the need for additional Salesforce licenses for stakeholders who only need to view the data.
Step 5. Implement automated refresh capabilities for current data maintenance.
Set up dynamic filters for specific audit periods or user groups, create formatted reports with automated documentation, and maintain data currency without manual exports or SOQL query size limitations.
Get enterprise-grade license assignment reporting beyond Salesforce constraints
Implement your alternativeThis alternative method provides comprehensive license assignment reporting that overcomes all major limitations of Salesforce’s native reporting while maintaining data security and governance standards.reporting solution today.
