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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.”
While connecting multiple distinct Salesforce orgs to a single Excel workbook has limitations, you can connect production and sandbox environments effectively. Most Excel automation tools face challenges with true multi-org connections, but practical workarounds exist.
Here’s what’s possible with current technology and effective strategies for consolidated multi-org reporting.
Connect production and sandbox environments using Coefficient
CoefficientSalesforcesupportssandbox environment connections alongside production orgs, though connecting multiple distinct Salesforce orgs to a single Excel workbook has inherent limitations within most automation tools.
How to make it work
Step 1. Set up separate environment connections.
Connect to both production and sandbox environments through the same interface. You can switch between environments for testing and live data, maintaining separate imports from different Salesforce environments within your workflow.
Step 2. Use separate workbook approach for distinct orgs.
Create dedicated Excel workbooks for each Salesforce org with individual connections, then use Excel’s data consolidation features or Power Query to combine data. This maintains clean data separation while enabling consolidated analysis.
Step 3. Implement staged data integration.
Export data from secondary orgs, then import that data into your primary org for consolidated reporting through a single connection. This approach centralizes data while maintaining automated refresh capabilities.
Step 4. Leverage custom SOQL for complex needs.
Use custom SOQL queries for complex data requirements within single org contexts. While these operate within individual orgs, they provide advanced filtering and aggregation capabilities for sophisticated reporting.
Work within current multi-org limitations effectively
Start buildingFor most use cases involving production and sandbox consolidation, environment switching capabilities combined with Excel’s native data manipulation provide effective solutions. True multi-org consolidated reporting may require specialized business intelligence tools, but these approaches handle common scenarios well.your consolidated reporting solution today.
