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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.”
Analytics Studio datasets can’t directly connect to external BI tools for public viewing. The authentication requirements and API limitations make it nearly impossible to create truly public dashboards.
Here’s how to build a more flexible data pipeline that connects your Salesforce data to any external BI tool without authentication barriers.
Create a direct data pipeline using Coefficient
Coefficient bypasses Analytics Studio’s limitations by connecting directly to your Salesforce instance. This gives you access to the same underlying data with more flexibility for external BI tool connections.
How to make it work
Step 1. Set up direct Salesforce data import.
Connect Coefficient to your Salesforce instance and import data directly to Google Sheets. You can pull from existing reports, build custom queries from objects and fields, or use SOQL for complex data requirements.
Step 2. Configure automated data refreshes.
Schedule automatic refreshes hourly, daily, or weekly to keep your data current. Use the Append New Data feature to maintain historical records and configure Snapshots to preserve point-in-time data for trend analysis.
Step 3. Export data for external BI tools.
Export the refreshed Google Sheets data to CSV for ingestion by Tableau Public, Power BI, or other visualization platforms. You can also use the Google Sheets API to connect programmatically to visualization tools.
Step 4. Set up webhook notifications.
Configure alerts when data updates complete so your external BI tools know when to refresh. This creates a fully automated pipeline from Salesforce to your public dashboards.
Step 5. Maintain live connections.
Keep Google Sheets as a live data source that external tools can query via API, or create automated exports to formats compatible with your chosen BI platform.
Build better data pipelines
This method provides more granular control over data selection than Analytics Studio reports and eliminates authentication requirements for end viewers. Start building your direct Salesforce to BI tool pipeline today.
