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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.”
Marketing Cloud restricts Excel attachments even when PDF attachments work fine. The platform blocks .xlsx and .xls files due to security restrictions, file size limits, and deliverability concerns that can flag your emails as spam.
Here’s a better approach that bypasses these limitations entirely while giving recipients more valuable, always-current data instead of static files.
Share live spreadsheet data instead of static Excel attachments using Coefficient
Rather than fighting Marketing Cloud’s attachment restrictions, Coefficient lets you create live Google Sheets that automatically update with your Salesforce data before each email send. Recipients get links to always-current spreadsheets instead of outdated static files. This eliminates size limitations, security restrictions, and deliverability issues while providing more value to your audience.
How to make it work
Step 1. Import your Salesforce data into Google Sheets using Coefficient.
Connect Coefficient to your Salesforce org and import any reports, opportunities, leads, or custom objects you want to share. You can access all standard objects like Accounts, Contacts, and Opportunities, plus any custom objects and saved reports from your org.
Step 2. Schedule automatic data refreshes.
Set up Coefficient to refresh your data hourly, daily, or weekly based on your email campaign schedule. This ensures recipients always access current information when they click the link, not data that was accurate only at send time.
Step 3. Configure sharing settings on your Google Sheet.
Set appropriate permissions for your spreadsheet – you can make it viewable by anyone with the link, restrict it to specific domains, or require sign-in for access. This gives you better control than email attachments ever could.
Step 4. Insert the shareable Google Sheets link in your Marketing Cloud email template.
Replace your Excel attachment with a link to your live Google Sheet. Recipients can access the full spreadsheet functionality including sorting, filtering, and formulas without any download restrictions or file size limitations.
Start sharing live data today
This approach transforms static Excel attachments into dynamic, always-current data sources that provide more value to recipients while eliminating Marketing Cloud’s attachment headaches. Try Coefficient to start sharing live Salesforce data in your email campaigns.
