)
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.”
Combining Salesforce data from non-related objects in Google Sheets is Coefficient’s core strength, specifically designed to overcome Salesforce’s relationship limitations through automated data imports and spreadsheet-based analysis. You can connect any objects using business logic rather than database constraints.
Here’s how to transform Salesforce’s rigid object relationships into flexible, business-logic-driven data combinations with full automation and real-time updates.
Automate non-related object combinations in Google Sheets
Salesforce requires direct relationships between objects to create reports, but your business analysis often needs to connect data that Salesforce treats as unrelated. Google Sheets provides the flexibility to build these connections using common identifiers and business logic.
How to make it work
Step 1. Set up multi-object data imports using Coefficient.
Install the Coefficient Google Sheets add-on and connect to your Salesforce org. Create separate imports for each non-related object you need to combine – Contacts, Product Usage, Campaign Members, Support Cases, Custom Objects. Import each to different sheets or designated areas within your workbook.
Step 2. Identify common matching fields across non-related objects.
Look for shared identifiers that can logically connect your objects: email addresses work well for contact-centric analysis, Account IDs for account-focused connections, external IDs for third-party integrations, or date ranges for time-based correlations.
Step 3. Use XLOOKUP to build relationships between non-related data.
Create formulas that connect your imported objects: =XLOOKUP(A2,’Product Usage’!B:B,’Product Usage’!C:E) pulls usage data for each contact email. Use =VLOOKUP(B2,’Campaign Data’!A:Z,{3,4,5,6},FALSE) to pull multiple campaign engagement fields simultaneously.
Step 4. Apply advanced Google Sheets functions for bulk processing.
Use ARRAYFORMULA to process relationships across thousands of records at once: =ARRAYFORMULA(XLOOKUP(A2:A1000,’Support Cases’!B:B,’Support Cases’!C:D)). Use QUERY functions for dynamic filtering: =QUERY(‘Support Cases’!A:Z,”SELECT B,C,D WHERE A = ‘”&A2&”‘”).
Step 5. Create master sheets combining multiple non-related objects.
Build comprehensive analysis sheets that pull data from all your imports. Start with your primary object (usually Contacts or Accounts), then use lookup formulas to add related data from Product Usage, Campaign responses, Support Cases, and Custom Objects.
Step 6. Set up automated refresh and notification systems.
Schedule Coefficient imports for automatic refresh (hourly, daily, weekly) and set up Google Sheets triggers for formula updates. Create Slack or email notifications when data changes, ensuring your non-related object combinations stay current.
Transform your Salesforce analysis today
This Google Sheets approach transforms Salesforce’s rigid object relationships into flexible, business-logic-driven data combinations. You get complete automation, real-time updates, and the ability to connect any objects that make sense for your business analysis. Start combining your non-related Salesforce objects and unlock insights that native reporting can’t provide.
