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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 requires manual export from each list view separately, then complex Excel manipulation to combine datasets, creating a time-consuming process that’s prone to errors and data inconsistencies.
Here’s how to consolidate multiple list views into a single, unified Excel export that eliminates manual consolidation work.
Consolidate multiple views automatically using Coefficient
Coefficient streamlines this process through unified data import capabilities that can replicate multiple view criteria in a single import. Instead of exporting and manually combining separate views, you get one consistent dataset with automatic deduplication.
How to make it work
Step 1. Analyze and document your existing view criteria.
Review each list view you want to combine and document the filters and criteria used. Note the specific field values, date ranges, and logic operators that define each view segment.
Step 2. Create a unified import with OR logic filtering.
Connect Salesforce to Excel through Coefficient and use “From Objects & Fields” to select the Lead object. Apply advanced filters that replicate all your view conditions using OR logic to capture all desired lead segments in one import.
Step 3. Build complex filter combinations for multiple segments.
Instead of separate “Hot Leads,” “Marketing Qualified Leads,” and “Recycled Leads” exports, create a single filter like: (Lead_Score__c > 80) OR (Lead_Status = ‘Marketing Qualified’) OR (Lead_Status = ‘Recycled’). This captures all three segments automatically.
Step 4. Use custom SOQL queries for advanced view consolidation.
For complex view combinations, write custom SOQL queries that use advanced WHERE clauses to replicate multiple view conditions. This approach handles complex date ranges, field combinations, and related object criteria that would require multiple separate views.
Step 5. Set up automatic refreshes for ongoing consolidation.
Schedule your unified import to refresh automatically so your consolidated view stays current across all lead segments. This maintains data consistency and eliminates the need to manually re-export and combine views when data changes.
Eliminate manual view consolidation work
This approach reduces export time from hours to minutes while eliminating data inconsistencies and manual Excel work. You get automatic deduplication and unified field structure across all lead segments. Start consolidating your lead views today.
