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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.”
Email size limits around 25MB combined with large report file sizes create delivery barriers that standard Salesforce to Excel connections cannot overcome, forcing organizations to use manual file sharing or incomplete data subsets.
Here’s how to establish live data connections that eliminate email size limit constraints entirely while providing always-current data access.
Establish live connections using Coefficient
Coefficient provides real-time data streaming through direct API connection that delivers always-current data without file generation. Live connections handle unlimited data volumes without email attachment constraints, with changes in Salesforce appearing immediately in connected Excel reports.
How to make it work
Step 1. Install Coefficient Excel add-in or use web-based platform.
Download the add-in from Microsoft Store or access the web platform to establish direct API connectivity. This creates live data streaming capabilities that bypass email attachment requirements entirely.
Step 2. Establish live Salesforce connection with unlimited data access.
Connect your Salesforce credentials to enable real-time data streaming. The connection maintains live access to unlimited data volumes without file size constraints or download requirements.
Step 3. Import large report data using API-based extraction.
Pull complete datasets from any Salesforce report regardless of size. The system handles unlimited record volumes through streaming protocols that eliminate traditional file size limitations.
Step 4. Configure automatic refresh schedule for data currency.
Set up automatic data updates at specified intervals to maintain current information. Configure refresh timing based on your data update patterns and business requirements.
Step 5. Share live Excel link with stakeholders instead of email attachments.
Distribute lightweight links that provide instant access to current data through web-based Excel or collaborative platforms. Recipients access real-time information without download delays or storage requirements.
Step 6. Set up email notifications for data update alerts.
Configure notifications that alert stakeholders when data refreshes, including summary information about changes. This replaces large attachment delivery with efficient update notifications.
Eliminate size constraints with live data access
This live connection approach transforms problematic large file email delivery into an efficient, scalable solution that provides superior data access while eliminating size-related constraints. Start connecting live Salesforce data to Excel today.
