)
Written by
Table of Contents
“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.”
SalesforceNativedashboards can’t automatically filter by custom user lookup fields like “AE Opportunity Owner” based on viewing user context. Unlike standard Owner fields, custom fields require manual selection or complex workarounds.
You’ll learn how to create truly automatic filtering for custom owner fields that adapts to each user without any manual dashboard interaction.
Create automatic AE Opportunity Owner filtering using Coefficient
CoefficientSalesforce’ssolves this limitation by building user-context dashboards outside ofconstraints. Your custom owner fields can automatically filter based on who’s viewing the dashboard, just like standard Owner fields should work.
How to make it work
Step 1. Set up automated user detection in your spreadsheet.
Create a Google Sheets or Excel dashboard where you establish user context cells. Use functions that automatically populate with the current user’s email, Salesforce ID, or name. These cells become the foundation for automatic filtering.
Step 2. Configure dynamic opportunity data import.
Use Coefficient to import opportunity data with the AE Opportunity Owner field. Set up dynamic filters that reference your user context cells, so the import automatically filters opportunities based on the viewing user’s identity without manual intervention.
Step 3. Enable multi-field user context filtering.
Unlike native dashboards, configure Coefficient to simultaneously filter by multiple owner fields – standard Owner, AE Opportunity Owner, and any other custom user lookup fields. All filtering happens automatically based on the viewing user’s context.
Step 4. Schedule automatic data refreshes.
Configure Coefficient to refresh opportunity data hourly, daily, or on-demand. This ensures the AE Opportunity Owner filtering stays current as assignments change in Salesforce, maintaining automatic filtering without manual updates.
Step 5. Distribute user-specific dashboard access.
Share user-specific dashboard links or use your spreadsheet platform’s permissions to ensure each user automatically sees only their relevant opportunities. No manual filter selection required.
Achieve seamless automatic filtering
Build your solutionAutomatic filtering by AE Opportunity Owner field creates the seamless user experience that native Salesforce dashboards can’t deliver for custom fields.and eliminate manual filter selection.
